Sentences with phrase «many cyclical companies»

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.

However, it's a cyclical company and still generates lots of free cash flow.

Investors would buy cyclical companies, particularly U.S. small caps, and sell bonds.

Other rate - sensitive assets (e.g. utilities, gold) sold off as well, and the rotation out of defensive names into more cyclical companies is evident in recent fund flows.

Therefore, we think it should be valued at a much higher multiple than more cyclical companies.

Subsequently he joined the research team at Banesto in charge of cyclical companies (Steel and oil sectors) and later formed and led the research team at Interdin.

The time to invest in a cyclical company like FCA is when orders and falling and everyone's looking to even a worse future.

If we aren't spending, profits at cyclical companies head south.

If things get too bad, then cyclical companies can go bust, their stocks losing all their value.

That can be especially important for cyclical companies that tend to lose money when the economy is weak.

In the past, I've stuck more with consumer cyclical companies that pay a decent and continuously growing dividend since one can argue a recession may not have as much as an effect (we'll always need toothpaste, I think).

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

However, the downside may not be as harsh as other cyclical companies.

We sold it, however, in mid-2011 when more cyclical companies got cheap due to fears of another economic crisis in Europe.

UBS sees opportunity in cyclical companies that have exposure to the US dollar, given their recent underperformance despite the lower Australian dollar.

Companies in defensive industries, such as utilities, pipelines, and telecommunications, have stable and predictable earnings and cash flows, and thus can support much higher payouts than cyclical companies.

The plan is to invest mostly in cyclical companies, which you typically buy when they look absolutely ghastly and sell as soon as they start looking decent.

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.

This is a rare condition in the real world, and non-existent with cyclical companies.

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.

I will watch it closely since it is a cyclical company.

That said, a larger - than - expected QE program should be a tailwind for European cyclical companies as it would expand multiples, in much the same way that U.S. QE has driven valuations higher.

Particularly with cyclical companies this idea can be promising.

In contrast, the fortunes of a cyclical company depend upon the business cycle.

Dover is one of the very few cyclical companies that have managed to become dividend kings.

It's a cyclical company, no doubt.

What I find fascinating about the red momentum zone now, is that it is laden with cyclical companies.

Investors would buy cyclical companies, particularly U.S. small caps, and sell bonds.

Other rate - sensitive assets (e.g. utilities, gold) sold off as well, and the rotation out of defensive names into more cyclical companies is evident in recent fund flows.

On a more granular level, investors may want to focus on those segments of the market, notably cyclical companies that stand to benefit from an acceleration in nominal growth.

Moody's concluded in a report earlier this year: «Low - rated or cyclical companies could see more of their income become taxable as their financial performance deteriorates and their interest expense to EBITDA / EBIT rises meaningfully above the 30 % threshold.»

David Merkel eplains why buying stock of an indebted cyclical company is never a good idea, even if Monosh Pabrai and Guy Spier own it (Horsehead)

Management's long - range plan to change Ingersoll from a cyclical company to one with steady sales and earnings growth is working.

The main reason for this is that when inflation rises, usually earnings do also, at least at cyclical companies.

It punished financial companies, and cyclical companies that did not have significant markets in the developing world.

My first article on RealMoney dealt with the concept of financial slack, and why it is particularly valuable for cyclical companies not to take on as much leverage as possible.

Be wary of investing in cyclical companies with high debt levels.

In the past, I've stuck more with consumer cyclical companies that pay a decent and continuously growing dividend since one can argue a recession may not have as much as an effect (we'll always need toothpaste, I think).

And, as you mention, there are a lot of good consumer non cyclical companies out there for dividends and dividend growth like PG, CLX and KMB.

In essence the results are the same but it should be quite obvious when you state it as «cyclical companies in downturns will turn up and cyclical companies in upturns will eventually turn down.»

«Course this is where the naysayers jump in: Saga's a volatile, unpredictable & cyclical company, it simply doesn't deserve (& will never deserve) a high multiple... in fact, a low multiple might well be a sell signal!?

The opportunities we are finding are mostly cyclical companies.

But well run, cyclical companies will have their day in the sun, especially after dark periods of low capital investment and capacity reductions.

Companies in the materials sector can best be thought of as cyclical companies and / or commodity based companies.

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.

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.

Profits for cyclical companies fell slightly in the second quarter and then rebounded 8 percent in the third quarter.

Cyclical companies are notorious for experiencing fluctuations in market value that exceed actual changes in the fundamentals.

Generally, cyclical companies: Cemex, Conoco, Barclays, Sappi, Jones Apparel, Sanamento [SBS], Lafarge, Magna International, Lyondell, Deerfield Triarc, Patterson - UTI Energy, Japan Smaller Capitalization Fund, and Lithia Automotive.

Will cyclical companies continue to do well?