Buyouts
The Double Edged Sword Of Confidence & Liquidity
Cash takeovers (including private equity buyouts) provided a very conducive environment for the stock market to rise, but there are now signs that this era of endless cheap money available to corporate and private equity buyers could be coming to an end.
View From The North Country
Steve presents his mid year outlook for “Alternative Investments”
LBO Screen Update
After one of the most active months ever for private equity offers, we revisit our LBO screen in “Inside the Stock Market” section. This screen has thus far outperformed the S&P 500 since we introduced it in January of 2006.
Cash Acquisitions And Their Effect On Equity Supply
Cash acquisitions shrinking U.S. equity share base.
LBO Update…..Strong Performance From Leuthold LBO Quant Screen
Fresh LBO screen run in February 2007.
Perfect Conditions For LBOs…..Implications As An Investment Theme
Relatively low interest rates combined with strong earnings growth and a build up of corporate cash has created a perfect environment for LBOs. Jim Floyd created a quantitative screen back in February 2006 that attempts to uncover the most attractive LBO stocks.
A Look In The Rearview Mirror...The Best And Worst Of Our Research In 2006
Our annual “Look In The Rearview Mirror”, a critical examination of the research in 2006...the good and the bad.
Is Private Equity Driving Record Level Cash Acquisitions?
Some clients have been asking if private equity firms are responsible for this record level activity. The truthful answer is, well....yes and no.
February 2006 Special Research Study....Identifying LBO Candidates
Be sure to check out our new In Focus Special Study, sent to research clients in early February. In it we screen for potential LBO candidates.
Reprint Of Early April Conference Call
Special reprint of Steve Leuthold, Byron Wien and Charley Maxwell conference call from early April.