Sentences with phrase «cyclical growth companies»

We expect this rotation to persist and continue to advocate that investors underweight bond market proxies, like utilities, instead favouring cyclical growth companies, which should benefit from a stronger economy

We expect this rotation to persist and continue to advocate that investors underweight bond market proxies, like utilities, instead favouring cyclical growth companies, which should benefit from a stronger economy

Ultimately, I still believe Saga Furs is a cyclical growth company — in due course, I'd hope to see auction sales double again (and earnings triple) to reach / surpass the prior peak we saw in FY - 2013 (& in FY - 2006 before that).

Not exact matches

Analysts at the bank, in a research note Tuesday, also said that growth was mostly due to cyclical reasons, but added that it has further room to run if Italian companies invest more.

A highly cyclical company masquerading as a secular growth story — trading at nearly 9x REVENUES!

Shell Oil has more excess profit at its disposal to fund future dividend growth than AT&T does (although AT&T is a non-cyclical stock that can rely upon steady cash flow from which to pay shareholders each year, whereas Royal Dutch Shell is an oil company that experiences low profits for 2 - 3 out of every ten due to the cyclical nature of oil and natural gas prices).

Moody's says house price growth in Australia does not appear to be fuelled by excessive credit growth, capital buffers at the LMI companies are sufficient to meet a serious cyclical recession and mortgage loss ratios are not only benign, they are likely to improve.

But by overweighting highly cyclical companies with the global yield curve already so flat, investors must believe that the yield curve has lost all of its ability to signal slower growth ahead.

If you are a growth investor, your primary screen should provide you with a list of companies that are in the growth stage of their life cycle, not mature cyclical firms.

Earnings growth should be examined over longer time periods that cover at least one economic cycle to make sure you are focusing on true secular growth companies, not cyclical firms during an economic upswing.

On a more granular level, investors may want to focus on those segments of the market, notably cyclical companies that stand to benefit from an acceleration in nominal growth.

The low beta, or relative risk and performance to the market, will show that these stocks tend to either perform better - or at least not as poorly - as cyclical stocks in bad times and will usually not be most investors» focal points during the boom part of the business cycle when investors are busy chasing technology stocks and high - growth companies.

Management's long - range plan to change Ingersoll from a cyclical company to one with steady sales and earnings growth is working.

The company has been divesting cyclical slow - growth segments, such as heavy machinery, and acquiring companies, such as Trane, that offer better growth potential.

Shell Oil has more excess profit at its disposal to fund future dividend growth than AT&T does (although AT&T is a non-cyclical stock that can rely upon steady cash flow from which to pay shareholders each year, whereas Royal Dutch Shell is an oil company that experiences low profits for 2 - 3 out of every ten due to the cyclical nature of oil and natural gas prices).

The fund uses a broad mandate and seeks classic growth stocks, cyclical stocks and turnaround situations among small -, mid - and large - cap domestic companies.

We define cyclical stocks as companies that may achieve an above - average long - term record of earnings growth; however, the achievement of this growth often occurs in fits and starts.

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).

And, as you mention, there are a lot of good consumer non cyclical companies out there for dividends and dividend growth like PG, CLX and KMB.

They are looking for companies that they believe are «reasonably priced, and have strong fundamental business characteristics, sustainable earnings growth and the ability to outperform peers over a full market cycle and sustain the value of their securities in a market downturn, while [trying to] avoid investments in companies that it believes have low profit margins or unwarranted leverage, and companies that it believes are particularly cyclical, unpredictable or susceptible to rapid earnings declines.»

When a company has a consistent track record of raising its quarterly payouts even under circumstances in which its industry is facing challenges, investors can take confidence that the company knows how to navigate the cyclical nature of its business and still foster long - term growth.

On the other hand, as it relates to the dividend growth investor, they might take solace in the fact that in spite of their cyclical natures, most companies in the materials sector have consistent records of steady and growing dividends.

Although each of these companies pays a dividend, due to the cyclical nature of this industry we encourage the reader to carefully review the dividend history Read more about 7 Large - cap Industrials with High Growth Rates, Low Valuations and Above - average Dividend Yields -LSB-...]

That's because the shares of cyclical companies - whose fortunes are tied most closely to economic growth - climbed 80 percent (trough - to - peak) from last March through the end of the year, according to an index tracked by Morgan Stanley.

Yeah, it's really interesting how secular their growth has been for a company that could be considered cyclical.

This performance, and the performance of cyclical stocks during these months, fits with much of the research which shows that during periods of optimism and high expectations cheaper stocks perform better than growth companies.

Companies with less than $ 250 million in market capitalization in low growth or cyclical markets are the most vulnerable to a potential proxy battle, particularly those companies whose shares are trading near their 52 - wCompanies with less than $ 250 million in market capitalization in low growth or cyclical markets are the most vulnerable to a potential proxy battle, particularly those companies whose shares are trading near their 52 - wcompanies whose shares are trading near their 52 - week lows.

i) Conquest, fair: 2,630 Millions (up & coming company with a higher market cap) ii) War, fair: 2,489 Millions (a good growth company hopefully lower market cap) iii) Famine, fair: 445 Millions (cyclical company with much higher market cap) iv) Death, fair: 2,377 Millions (a solid mature company with a fair to higher market cap)

A mid-cap European company — presumed by many to be a classic cyclical stock, but is in fact a classic secular growth stock which also offers attractive contra - cyclical characteristics.

Growth stocks continue to dominate, as they have for most of the past decade, led by strong performers including the much - publicized Internet giants, together with more cyclical semi-conductor companies.