Sentences with phrase «for cyclical stocks»

[I occasionally employ such a methodology for cyclical stocks — for example, CPL Resources & CRH.

Investor's preference for cyclical stocks late in the calendar year might be explained by their optimism for a new year.

Despite this lackluster performance, investors could change their outlook for cyclical stocks.

The P / E tends to be lower for defensive than for cyclical stocks, throughout the turns of a business cycle.

Not exact matches

For example, interest - rate - sensitive income stocks and bonds tend to do well coming out of the trough, and more cyclical companies excel later on as the recovery gains steam.

It's why Wilson stressed that although we're seeing a cyclical top for US stocks, we're still in the middle of a secular bull market.

Tech stocks took a beating in what could be an ominous sign for the sector, while health care and utilities also fared poorly as investors demonstrated a preference for cyclicals over defensive.

As for the Federal Reserve, we believe tapering, accompanied by a growing economy, would actually benefit cyclical stocks.

World growth will remain low on average but negative in the UK and Europe; price inflation will remain sufficiently subdued for a while longer so as to impose no constraint on monetary expansion; central banks will sustain a regime of negative real interest rates and rapid monetary expansion; the risk of a eurozone collapse is off the table for now; finally, stock markets should continue to perform better than expected, even though the four - year old cyclical bull market is long by historical standards.

For investors, if the anticipated pickup in growth materializes as expected, this would be a good time to consider taking positions in cyclical stocks with the potential to produce healthy long - term total returns.

Morgan Stanley chief US equity strategist Michael Wilson warned in a report on Sunday that «2018 will mark an important cyclical top» for US and global stocks, led by a «deterioration» in the credit markets.

We believe earnings momentum, strong balance sheets and economy - wide transformational forces of innovation and disruption can help provide both cyclical and structural support for technology stocks in 2018.

Bottom line: We believe non-U.S. stocks, particularly cyclicals, offer rewards given our expectations for sustained, above - trend global growth, relatively attractive valuations and accommodative central banks.

Again, the question of a year - end rally is speculative, but allowing for the possibility, if cyclical stocks don't spark a rally, which other groups might?

Each year I put the new chart in a plastic sleeve and when clients came into my office for a portfolio review, I would carefully point out the dramatic differences in performance between this consumer staples stock versus many of the cyclicals on the list, particularly Big Blue.

It's a very cyclical industry though and all it takes is for a year or two of bad weather to send crop prices back up and see these stocks jump.

Based on our fundamental analysis, we believe conditions have begun to turn more favorable for European stocks, especially value stocks and companies in cyclical industries.

(For related reading, see Cyclical Vs. Non Cyclical Stocks and The Ups And Downs Of Investing In Cyclical Stocks.)

At the same time, it is quite embarrassing to go for investment in stocks as we see the current world with cyclical Sensex index graph.

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).

For some historical perspective, let's look back to December 2006, when the VIX, which is sometimes referred to as the market's fear index, hit a cyclical low of 9.39, just as the housing market began to stumble and stock markets were beginning their final run - up ahead of the Great Recession and a subsequent 57 percent crash.

This year, MSCI's World Consumer index is up about 10 percent, but still trails the broader World benchmark and most of the other cyclical benchmarks (except for consumer discretionary stocks, which are lagging both domestically and internationally).

The heavy weighting of the fund to cyclical stocks makes this a fund for a turnaround.

P / E ratios do not work very well for cyclical / turnaround stocks - a Peter Lynch point - but an analysis ex-financials or ex-cyclicals is time consuming and have not seen anywhere.

We would not be the first to point out that there has been a rush toward safer, defensive stocks that are less - cyclical stocks and a rush toward bond substitute stocks like REITs, MLPs, etc., as investors search for yield in a declining interest rate environment.

This is an exceptional achievement, particularly for a cyclical industrial stock.

Cyclical stocks aren't for everyone, but I'll gladly collect that nice income while we see how things shake out over the long term.

Yield is slightly higher than the market's, but the highly cyclical nature of the stocks in the materials group makes the sector an unlikely choice for income seekers.

(For more on this topic, read «Cyclical Versus Non-Cyclical Stocks.»)

Debt's far too high, and debt reduction needs to be the primary focus for such a cyclical stock (I'm actually disappointed at the recent dividend announcement).

Grafton Group (GN5: ID): This is a high quality stock in a v cyclical sector, which unfortunately accounts for its hammering in the past few years.

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).

Don't get me wrong: cyclical companies have their place in a diversified stock portfolio, they get dirt cheap from time to time and can make terrific investments even for the longer term.

Cyclical stocks, for example, increase in value when the economy is growing and decrease in value when the economy is shrinking.

At the same time, it is quite embarrassing to go for investment in stocks as we see the current world with cyclical Sensex index graph.

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.

Because real estate is so cyclical (compared to the Stock Market, for example), relatively simple Studies can be used to accurately track local markets.