Sentences with phrase «full business cycle»

«I needed that to give me a good sense of the way the companies behave in a full business cycle,» he explains.

For the best results, a good analyst would most likely average several years, perhaps as much as one full business cycle, of cash flow statements to get an adjusted price to cash flow ratio that factored in the entire development cycle of several drugs or products.

In other words, the mutual diversification power of equities and bonds varies for investing horizons spanning less than many years (at least a full business cycle).

Unlike most competitors, our definition of growth («Quality Growth») focuses on the long - term quality of the business and the average returns achieved through a full business cycle, not the near term earnings momentum.

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.

Of course, this is all just speculation until we've actually gone through a full business cycle and seen how these loans perform in a downturn.

The wide diversification coupled with prudent portfolio management may allow for the Fund to perform well across a full business cycle.