Most problems will likely be fixed, so crises are times to add
more cyclicality to the portfolio little by little.
Not exact matches
Most of the rest of the unemployment
cyclicality can be attributed to the
more cyclical nature of the industries in this group — an amplified version of the US economy.
We look at factors such as current and historical EPS and FCF payout ratios, debt levels, free cash flow generation, industry
cyclicality, ROIC trends, and
more.
This also means that specialty insurance industry is
more prone to
cyclicality.
What's
more, we see a second example where bouts of
cyclicality did not impact a steady record of increasing dividends.