Sentences with phrase «highly cyclical»

Historical data show that the office market is highly cyclical due to the over-response of supply to office rent increases and the long time that it takes to supply to adjust to changes in demand.

The experience of the past thirty years, however, has shown that the office market is highly cyclical with long cycles.

• The contractual nature of rental income stream provides the investor with more certainty compared to the income stream of a highly cyclical commodity - company like Glencore.

The company is one of the rare solid dividend payers in this sector due to its highly cyclical nature.

RFP, like FTP, is in a highly cyclical, capital - intensive business.

Even blue chip dividend stocks can fall on hard times, especially when they operate in highly cyclical industries that depend on volatile commodity prices.

Real estate is highly cyclical.

Owning an index - like portfolio of Canadian stocks means having a large exposure to the highly cyclical industries, specifically energy (24 per cent of the S&P / TSX composite index), materials (17 per cent) and industrials (5 per cent).

This creates a very large safety cushion that ensures that even through EPS and FCF are highly cyclical, rising and falling with the market, the dividend is always well covered by both earnings and cash flow.

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.

This highly cyclical sector has gone through many booms and busts.

The red zone is more highly cyclical than I have seen in quite a while.

It would be one thing if the rise in profit margins was even a mystery, but margins have remained highly cyclical (reflecting identical cyclical movements in household and government saving), and have remained tightly related to deficits in other sectors, and must be as a consequence of economic equilbrium.

This characteristic makes Hotel REITs highly cyclical and able to quickly adjust rental prices.

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.

Aside from the risk of slowing economic growth in the U.S. and the G7 countries, there is a strong risk that global earnings may slow enough to spook equity investors, especially those who are overweighting highly cyclical industries.

Also, consider that in paleo times, our diets would've been highly cyclical with more carbs and sugars coming over the summer, fattening us up to levels that support fertility.

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

And even if we knew what average valuations will be in the future, our estimate would still contain substantial uncertainty, because valuation is highly cyclical.

The P / E can be misleading when the «E» is highly cyclical.

Manufacturers of industrial equipment, hardware, and tools not only operate in a highly cyclical and competitive environment, but also have to evolve to meet the ever - changing demands of the various industries they serve.

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

The company is one of the rare solid dividend payers in this sector due to its highly cyclical nature.

«Anderson is trying to replace that highly cyclical industry.»

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.

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

Not exact matches

Given the energy industry's dependence on commodity prices, the sector tends to be cyclical and profitability can be highly variable.

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.

In this environment, which we call «highly bullish,» we tend to see negative returns from bonds and positive returns from equities and other cyclical assets.

Impressively Ray would go on to run Micrel nearly another 20 more years and that's no small feat when you consider how highly competitive and notoriously cyclical the chip industry is.

The move comes at a time when U.S. new car and truck sales are at an all - time high and investors are watching closely for signs of a possible downturn in the highly - cyclical industry.

This is just fine until we face a highly unusual situation like the 2007 - 08 financial crisis which, in addition to its cyclical impact, created a statistical depression on Index earnings that rendered their reading misleading for the reasons listed above.

no one knows what happened before the big bang and it is highly doubtful that we will ever know... there are some interesting ideas on the subject — like the concept of things being cyclical... a big bang followed by a big crunch... so on and so on.

If Spain is ever going to reduce both cyclical and structural unemployment in a sustainable fashion and bring its public finances back to health it needs to generate highly productive jobs and the necessary human capital to serve them.

The show doesn't single out any of these as a primary thread, instead showing how all of their fates are interconnected as the threat of highly addictive illegal drugs continues on its cyclical life cycle.

But my understanding is that RE is very cyclical and REITs tend to be highly levered, which is a bad combination.

First, keep in mind that this industry is cyclical and highly capital intensive, meaning that sales and earnings can be somewhat volatile.

While the company operates in a highly capital intensive industry, the nature of its military and government contracts also locks in relatively high profitability, resulting in cyclical but relatively stable and generous profits and returns on shareholder capital.

Early studies, using highly simplified models, could see nothing but simple and predictable behavior, either stable or cyclical.