Given that many U.S. investors are underweight EMs in their equity portfolios, a renewed interest in this part of the world could be
a potential tailwind for the EM asset class (source: Bloomberg, as of 1/22/15).
Given that many U.S. investors are underweight EMs in their equity portfolios, a renewed interest in this part of the world could be
a potential tailwind for the EM asset class (source: Bloomberg, as of 1/22/15).
«As a tax cut gets closer to passage (and assuming it is passed),
the potential tailwind to earnings and nominal growth is likely to drive incremental fund flows into US equities,» Parker said.
Not exact matches
With housing a
tailwind for U.S. activity and a
potential headwind for Canadian activity, we believe Canada is in for a prolonged period economic underperformance with the result being an even lower loonie for several years.»
However, while the European market may benefit from these
tailwinds, it's important to consider the possible impact that a further
potential weakening of the Euro could have on U.S. dollar - based investments in the region.
However, while the European market may benefit from these
tailwinds, it's important to consider the possible impact that a further
potential weakening of the Euro could have on U.S. dollar - based investments in the region.
So while I'd view / encourage all activist pressure as a positive / value - enhancing
tailwind for shareholders, obviously the quality of the company / management & the overall market / macro environment remain as crucial as ever when evaluating any
potential (activist, or passive) investment.
As for Applegreen itself, it boasts world class same - store sales growth, it enjoys a significant
tailwind today from its recent investment surge in investment, and it has unlimited
potential in terms of market share / opportunity.
Actually, this probably understates Upside
Potential, which would be enhanced by i) any further share buybacks (at a discount to NAV), ii) any NAV increases, based on income / capital gains (I won't speculate on this, but note the v positive income
tailwind highlighted previously), and iii) a value realization «event «would likely offer a share price premium, or even NAV.
With such powerful
tailwinds, cryptocurrencies have the
potential to become a mainstream method of payment.