Sentences with phrase «cyclical business»

«We're in a very, very cyclical business,» the CEO said.

As such, companies with large debt loads and more cyclical business models usually have more volatile stocks.

A mix shift toward off - airport will improve margins and lead to a less cyclical business.

A particular area of focus is on cyclical businesses which at depressed times in their cycles can be dramatically discounted.

These type of companies grow slower and have a lower yield than riskier cyclical businesses that I used to hold when I started out.

As for its operating companies, they tend toward cyclical businesses (manufacturers, retailers, a railroad) as well as finance and insurance operations.

I would rather own cyclical businesses with competent and honest management teams, than own high growth businesses at very high multiples of earnings.

Again, there are times when bargains abound in cyclical businesses, and Loews has been able to find a number of them.

The same goes for highly cyclical businesses.

Kullman has focused on ridding DuPont of its slow - growth cyclical businesses, leaving it with high - profit operations that can still benefit from the company's storied research and development teams.

We try to very much understand that it's a quite cyclical business and one of our key strategies around that cyclicity is to be aggressive in acquisition of prospective mineral rights during downturns and then available as projects to capable mining houses as the market recovers.

I can give examples from many cyclical businesses.

Cyclical businesses revolve around pricing, which involves the relative degree of capacity available in the industry.

Cyclical business model Charles Schwab operates a fairly straight forward enterprise model: It provides brokerage and investment management services to institutional and retail clients and benefits from increased trading propensity.

It's a very cyclical business facing some headwinds in the near term, so no surprise that there won't be a dividend increase.

Forget investing in mostly cyclical businesses.

So, when you want to build a dividend income machine generating an ever growing passive income stream, cyclical businesses acquired at a nice Price have their place, but make sure your BACKBONE INVESTMENTS include some rock solid CONSUMER STAPLE STOCKS.

Cyclical stocks often become incredible bargains, but these bargains should be sold at fair value because over time the stock price tracks the underlying business results, and cyclical businesses tend to produce average returns on capital over the full business cycle.

Priced at just over 11x expected 2012 earnings (plus goodwill amortization), Parker is valued like other highly cyclical businesses.

Lynch discusses strategies for investing in different types of companies, such as those in cyclical businesses, those primed for a turnaround, and those that are fast - growing.

As we explained last quarter, we believe that these more cyclical businesses are appropriate for a conservative balanced fund given their large discounts to our estimate of intrinsic value, which provide a healthy margin of safety.

The hedge fund manager said Wall Street analysts have gotten too excited about Core's growth prospects, when it's actually a «cyclical business» that is positioned very poorly in the current environment of low oil and natural gas prices.

Resources industry veterans know they are in a cyclical business, but when will things turn positive again?

TravelCenters — the largest operator of travel stations along the U.S. highway system — is in a highly cyclical business.

Airlines can be a somewhat tricky area for investors since it's a highly cyclical business, which means the broader economy must be performing well for airlines to outperform.

In only six months he'd reached beyond the cyclical business of lumber companies, adding utilities, auto - parts suppliers, and cutlery manufacturers to the client list.

It is in a cyclical business so earnings could fluctuate, however, the strong balance sheet and powerful brand combined with low payout ratio gives the dividend a significant margin of safety.

• In a cyclical business (consumer discretionary).

They call farming a cyclical business, but few cycles have had the ups and downs of corn prices over the last few years.

«This is a cyclical business,» Laird Dunn notes.

We haven't done well,» said Mondello, adding that «it's a cyclical business.»

«Politics is a cyclical business,» Mondello said.

«This is a cyclical business,» he said.

«One caveat I would have is that this is a cyclical business,» he says, alluding to forecasts that suggest the US market may experience a downturn before 2020.

You're so right, Hugh, about this being a cyclical business.

Publishing tends to be a cyclical business, but when you start to know that a book release is good for X sales, then you can predict what your income will look like for the next and beyond.

Steel is a cyclical business that follows the pricing of steel.

The property / casualty insurance industry, like all mature industries, is a cyclical business.

Cyclical business, but the dividend isn't.

In and of itself that doesn't make said investor a value investor; rather, value investing as far as I'm concerned is typically about buying unloved or even hated businesses at beaten down prices — it inherently requires a contrarian mindset, and would result in a true value investor's portfolio being filled mostly with mediocre or cyclical businesses that are trading very cheaply relative to cash flow or tangible asset backing.

Obviously, buying this stock at over $ 110 in 2012 when earnings were at their highest point over the last 10 years isn't smart because you're locking in your purchase price on all - time high earnings, knowing this is a cyclical business and earnings will at some point fall again.

All this talk about the cyclical business makes it all the more impressive that the company has managed to increase its dividend for the past 22 consecutive years.

But remember that commercial aircraft is still a cyclical business (generally trailing corporate earnings growth by 12 to 18 months).

Retailing is typically both a seasonal and a cyclical business.

This is a cyclical business.»

The chart below shows illustrates this with the consumer staple companies (Coke, Pepsi, Colgate, and Procter & Gamble) having much larger payout ratios than cyclical business (Dow and Deere) and growth companies (Visa and Roper).

We can see this dynamic by comparing the free cash flow payout ratios of a few different consumer staple companies to cyclical businesses and companies with large investment opportunities.