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Mar 08 2016

Where’s The Profit Leverage?

  • Mar 8, 2016

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?

Dec 05 2014

Sector Margin Trends

  • Dec 5, 2014

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.

Feb 05 2003

New Select Industries Group Holding: Telecom Survivors?

  • Feb 5, 2003

See strong opportunities after a two year shakeout has left the strongest players with improved balance sheets. The industry is not going away.

Sep 04 2002

View From The North Country

  • Sep 4, 2002

The great opportunity in potential Telecom Survivors. This new “quantitative screen” turned “Attractive” in GS model and was purchased in Unconventional portfolio only.

May 05 2002

The Search for Telecom Survivors

  • May 5, 2002

The world still needs the ability to communicate, and some companies will emerge as winners.

Jul 01 1988

View from the North Country

  • Jul 1, 1988

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?