Telecom
Where’s The Profit Leverage?
Industrial commodity prices and the latest ISM figures both point to a stabilization in the manufacturing sector following a two-year deceleration. Expectations for this year’s earnings have turned more optimistic as a result, but are the hopes warranted?
Sector Margin Trends
The S&P 500 record median profit margin of 10.3% is now almost a full percentage point above the last cycle’s peak of 9.4% (second quarter of 2007). Trends across S&P sectors are not as uniform as one might expect, though, with only half of the ten sectors last quarter at profitability levels that exceeded their 2001-2007 expansion highs.
New Select Industries Group Holding: Telecom Survivors?
See strong opportunities after a two year shakeout has left the strongest players standing...now with improved balance sheets. The industry is not going away.
View From The North Country
The great opportunity in potential Telecom Survivors. This new “quantitative screen” turned “Attractive” in GS model and was purchased in Unconventional portfolio only.
The Search for Telecom Survivors
The world still needs the ability to communicate, and some companies will emerge as winners.
View from the North Country
Update on Client and “Street” Reaction to Neil Dolinsky’s Sell Report on Tele-Communications...Japanese Stock Market Update...Health Care Industry: Why Are Costs Skyrocketing?
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