Lynch discusses strategies for investing in different types of companies, such as
those in cyclical businesses, those primed for a turnaround, and those that are fast - growing.
Again, there are times when bargains abound
in cyclical businesses, and Loews has been able to find a number of them.
Resources industry veterans know they are
in a cyclical business, but when will things turn positive again?
•
In a cyclical business (consumer discretionary).
It is
in a cyclical business so earnings could fluctuate, however, the strong balance sheet and powerful brand combined with low payout ratio gives the dividend a significant margin of safety.
We know we're
in a cyclical business, and something is going to happen.
Not exact matches
«The insolvency
business is
cyclical, and we're at least a year overdue for shedding blood
in the system,» Terrio says.
He has said he prefers «simple
businesses» and avoids industries that are
cyclical or require an
in - depth knowledge of technology.
The car rental
business came full circle: Suddenly, Enterprise's slew of downtown locations — used by people whose cars are
in the shop or who don't own cars at all — offered a less
cyclical, more profitable model.
TravelCenters — the largest operator of travel stations along the U.S. highway system — is
in a highly
cyclical business.
In only six months he'd reached beyond the
cyclical business of lumber companies, adding utilities, auto - parts suppliers, and cutlery manufacturers to the client list.
«We're
in a very, very
cyclical business,» the CEO said.
Two key
cyclical factors have affected
business investment
in Canada since the Great Recession: sharp movements
in commodity prices and the subdued pace of the US recovery.
Though we aren't huge fans of the EDV
business, we suspect Polypore will retain its market position and benefit from the continued
cyclical improvement
in auto sales.
The software industry is
in the middle of a multiyear
cyclical transition as organizations are focusing investment on technologies to support existing system structure,
in order to maintain competitiveness, while still taking advantage of cloud / subscription - based pricing where it makes sense to grow and advance the
business.
The second
cyclical factor that has had a major impact on our exports and
business investment is the protracted recovery of the US economy — the slowest
in the postwar period.10 When oil and other commodity prices rose
in the years before the 2014 oil price shock, so did our dollar, making our non-commodity exports to the United States less competitive and reinforcing the ongoing shift from manufacturing to services.
The level of intermediaries» interest rates for households and small
businesses remains historically low —
in particular, notwithstanding the fact that the cash rate exceeds by 1.5 percentage points its level at the previous
cyclical trough
in 1993/94, rates paid by borrowers, especially for housing, typically remain below their level at that time.
In other English - speaking countries, interest rates that intermediaries currently charge
businesses are generally higher than at their previous
cyclical low point for the decade.
Nevertheless,
in the long run, Caterpillar is setting itself up to take advantage of the next
cyclical uptrend for its
business.
There are specialized 7 (a) program options for exporting companies, those
in underserved communities, those with military ties (such as a veteran
business owner or
businesses owned by the spouse of an active service member), and those with
cyclical or seasonal
businesses that need help with short - term financial needs.
Industrials are a
cyclical group and
cyclicals historically outperform
in the latter stages of the
business cycle.
The eurozone's
cyclical recovery should continue,
in our view, with increasing confidence among consumers and
businesses in the region boosting spending, and a further lift from a healthy global economic environment.
In addition, the Japanese economy continues in a cyclical upswing, with an easing in the rate of price deflation and improvements in business confidenc
In addition, the Japanese economy continues
in a cyclical upswing, with an easing in the rate of price deflation and improvements in business confidenc
in a
cyclical upswing, with an easing
in the rate of price deflation and improvements in business confidenc
in the rate of price deflation and improvements
in business confidenc
in business confidence.
Investors call them
cyclical because they tend to move up and down
in relation to
businesses cycles or other influences.
Like every commodity
business, this is a
cyclical one, and for «big oil» the next three years are going to be the sweet spot
in that cycle.
Cyclical markets, which often follow the
business cycle, are shorter
in duration and can move
in opposition to the broader trend.
Mass unemployment, severe
cyclical slumps
in rapid - fire investment and mobile
business, the spreading distance between rich and poor
in a confrontation of limousine plenty and homelessness, and limited revenues for limitless needs now afflict all societies, even if
in drastically different proportion.
While dairy accounted for about one - sixth of the original SAF portfolio, the fund manager decided that the
cyclical downturn
in southern Australia's dairy sector provided an opportunity for investment
in a pasture - based dairy
business to capitalise on demand for premium milk products.
Economists distinguish a number of types of unemployment, however:
cyclical unemployment is brought about by the vagaries of the
business cycle; structural unemployment is brought about by changes
in the economy or the labour market, when the jobs available do not fit the workforce's skills; frictional unemployment is the phenomenon of people being «between jobs»; and seasonal unemployment is linked to certain types of seasonal jobs, such as farm work and construction.
The intent of this
cyclical process is not simply to learn a new strategy, but instead to create conditions for perpetual learning — an environment
in which innovation and experimentation are viewed not as tasks to be accomplished or projects to be completed but as ways of conducting day - to - day
business, forever.
Expert analyses, provided by some of the most reputable names
in the
business, help identify perceived market trends,
cyclical opportunities, and / or risks
in the markets.
In contrast, the fortunes of a
cyclical company depend upon the
business cycle.
Orcam Financial Group specializes
in constructing diversified, low fee, tax efficient portfolios that match an investor's risk profile with the
cyclical changes
in the markets as the
business cycle evolves.
Most
businesses tend to be
cyclical in nature, and the process of invoices is one we're all familiar with.
I analyze
cyclical stocks by using Chuck Carnevale's F.A.S.T. Graphs to view earnings trends
in multiple time frames, covering more than one
business cycle.
It's a very
cyclical business facing some headwinds
in the near term, so no surprise that there won't be a dividend increase.
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.
They tend to outperform
cyclical stocks
in hard times, but they usually are not the stocks of choice during the upswings
in the
business cycle.
Overall this is a well - managed company
in a far too
cyclical business.
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.»
Have you considered that the majority of companies are
in some kind of
cyclical business — whether it be mining, manufacturing, oil, aircraft, semiconductors, cars, insurance, or banking?
Delta Airlines illustrates the difficulties involve
in being a heavy energy user
in a
cyclical, capital - intensive
business that carries a lot of debt.
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.
I think that a dividend cut per se is by far not the end of a
business, especially
in cyclical, capital intense sectors such thing can happen even to very strong companies.
Aboveall, however, it means that there will be effective oversight
in matters of capital allocation, extremely useful
in a
cyclical, capital - intensive
business like this.
RFP, like FTP, is
in a highly
cyclical, capital - intensive
business.
I wouldn't disagree with that: i) one can argue Saga's
business has always been
cyclical & the Chinese have merely amplified that cycle... which could see Saga's results come back even stronger
in the next up - cycle, but ii) if the market's undergoing a major secular change, I'm not convinced management have the will / guts to radically chop the staff / cost - base to preserve shareholder value.
It may help identify some
cyclical signals buried
in the noise, but using it as a tool to identify an overall trend is risky
business.
Legal professionals need to be able to adapt and put themselves
in the best position to survive the
cyclical nature of the real estate
business.
• Eager to enhance productivity and reduce
cyclical expense at Apple Inc
in the capacity of a
Business Analyst.