Sentences with phrase «cyclical peaks»

I agree with Brandon with the fact that rental investing takes a long time and like any investment is subject to cyclical peaks and valleys.

It also falls far short of cyclical peaks delivered in 2001 and 2008.

Car and house sales are near cyclical peaks.

Our measures for earnings, dividends, and sales are a five - year average to smooth cyclical peaks and troughs and to minimize the impact of negative numbers for each.

Price - to - earnings ratio is sensitive to cyclical peaks and troughs unless multiple years of earnings are used.

Nonetheless, vehicle sales keep failing to rise through their previous cyclical peaks, in spite of rising employment, record low financing costs and low oil prices (charts from CalculatedRisk)

Car and house sales are near cyclical peaks.

Kessel argued that the yield curve tended to flatten or invert at or near cyclical peaks in economic activity.

Caterpillar shares have traded at around 11, 12 and 13 times in the past and as we get closer to the sector's cyclical peak — which may be in 2016, says Tiss — then the stock could get less expensive.

«It's historically been very rare that the cyclical peak in stock prices coincides with the peak in momentum,» Ramsey said.

Against this difficult backdrop, many firms are asking their LPs to make new accelerated commitments to their next fund, exactly when evaluation is most difficult and anxiety may be at a cyclical peak.

In fact, given that the U.S. labor market likely experienced its cyclical peak at the end of 2015 and the Fed began raising rates too late in my opinion, current Fed Funds futures are pricing in essentially only one hike in 2016, according to data accessible via Bloomberg.

I'll leave it to others to chime in whether forward P / E's are useful or not given the fact they typically overstate earnings and I'll ignore that earnings may be at a cyclical peak (more on the latter here).

Since 2007, a major cyclical peak, KLAC's NOPAT has increased by 7 % compounded annually while its NOPAT margin has expanded from 25 % in 2007 to 37 % over the last twelve months.

Based on Saga's operating & share price history, I'm confident we'll see another / higher cyclical peak in sales & earnings in due course, and a share price trajectory to match...

The ratio itself may not be predictive because it ignores whether earnings are at a cyclical peak.

There is a few problems with this sort of analysis: The biggest problem with the so - called Fed model is that its built on two assumptions: 1) That profits will stay high, despite being a cyclical peak and decellerating; and 2) that interest rates will stay low.

We are near the cyclical peak now.

A new measure shows the typical amount of time it takes to sell a home is shrinking, and for traditional sellers is now in the range of historic norms for a balanced market, well below the cyclical peak reached in 2009, according to the National Association of REALTORS ®.

A clear downtrend in FSBOs has been seen since that market share experienced a cyclical peak of 18 per cent in 1997, says NAR.

But the home ownership rate of households under 35 has fallen to 34 percent from the recent cyclical peak of 43 percent.

Improving job and wage prospects lifted the Thomson Reuters / University of Michigan Consumer Sentiment December Index to its most favorable level since its last cyclical peak in January 2007.

«Driven by a combination of factors, including timing the cyclical peak and the impact from ongoing political and economic uncertainty, real estate investors across the risk spectrum sounded a cautious note for hotels,» the report says.

Although it has been trending between 1.8 % and 2.1 % during the past year, the number of units under construction as of 1Q11 is down 57 % from its cyclical peak in 1Q08.

The deal means that two Blackstone acquisitions — Equity Office Properties in early 2007 and Centro's retail properties today — make for neat bookends in marking the commercial real estate's cyclical peak and the end of the bottom.

Unsold inventory has trended down from a record 4.04 million in July 2007; supplies reached a cyclical peak of 12.1 months in July 2010.

The share of homes sold without professional representation has trended lower since last reaching a cyclical peak of 18 percent in 1997.

As delivery schedules shift for many properties, the cyclical peak for multifamily completions is now expected to come in early 2018.

Industrial real estate pros remain bullish on the prospects for their sector, but there is increasing sentiment that industrial real estate cycle may have reached its cyclical peak...

This represented an increase of 20 basis points from the prior quarter, and was 20 basis points shy of its cyclical peak of 90.3 % that was reached in the fourth quarter of 2014.

Not exact matches

In short, the arguments about the difficulties of influencing activity should make central bankers cautious and modest about their role as cyclical stabilisers, but do not excuse them from taking the cycle into account in setting policy, and doing what they can to lop peaks and fill troughs.

While a number of simple measures of valuation have also been useful over the years, even metrics such as price - to - peak earnings have been skewed by the unusual profit margins we observed at the 2007 peak, which were about 50 % above the historical norm - reflecting the combination of booming and highly leveraged financial sector profits as well as wide margins in cyclical and commodity - oriented industries.

With regard to recent performance, which has been positive but modest since the market peak last year, the main factor that has kept our returns relatively restrained despite the collapse of financials has been the simultaneous collapse of technology and consumer stocks, with cyclicals and commodities providing the greatest support to the major indices.

After the third longest bull market advance on record, fresh deterioration in key trend - following components within our measures of market internals (see Support Drops Away) recently joined this extended, overvalued, overbought, overbullish peak, even as the S&P 500 hovers at the top of its monthly Bollinger bands (two standard deviations above the 20 - period average) and cyclical momentum rolls over from a 9 - year high.

The S&P 500 registered a record high after an advancing half - cycle since 2009 that is historically long - in - the - tooth and already exceeds the valuation peaks set at every cyclical extreme in history but 2000 on the S&P 500 (across all stocks, current median price / earnings, price / revenue and enterprise value / EBITDA multiples already exceed the 2000 extreme).

We believe a case can be made that the recent market peak signals the end of this historic cyclical bull run.

The starting point for this cyclical argument coincided with the Great War, as the years from 1914 to 1920 witnessed the emergence, the peak, and the collapse of Wilsonian idealism» an internationalism quite self - conscious in its moral assertiveness, in distinction from the Realpolitik internationalism of Theodore Roosevelt.

But to achieve the extraordinary goals such as photo - shoot - ready, super-low body fat or simply faster than average fat loss, while minimizing the risks, I often turn to a stricter cyclical low carb diet for brief peaking programs.

Cyclical self - care is the only way for women to tap into this type of flow - based peak performance.

«Whilst it is a cyclical industry with peaks and troughs of activity, the action that we and others are taking now is aimed at safeguarding the next generation of talented individuals.

With cyclical companies, P / E ratios are typically lowest at the cycle peak, when companies have peak earnings, and high - to - nonexistent P / E ratios at the cycle trough.

Essentially, a secular bull period comprises several cyclical bull - bear cycles, where each bull market achieves a successively higher level of market valuation at its peak.

But the fact that they coincide with so many important cyclical bull market peaks says something about how those peaks are formed.

The US economy as a whole peaked and troughed along with group 3, which makes sense given their relatively large exposure to cyclical sectors.

An example of when a buyback makes sense is when a cyclical shareholder friendly company is at the peak of its earnings cycle.

EPS stands at EUR 1.00, and I'm reminded of the rule: With cyclical stocks, never pay more than 5 - 6 times peak earnings!

Again, however, the important feature to observe is not so much the absolute level, but the cyclical tendency for spikes in margin debt to accompany overvalued, overbought, overbullish market peaks.

So despite the price volatility, pelt volumes have continued to grow (with no signs of abatement in consumer demand)-- I remain convinced Saga's ultimately a cyclical growth stock, and in time we'll see a fresh peak in sales & turnover again (as in 2013 & 2006).

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.

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).