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Market Atlas
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Industry Analysis - Latest Headlines
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Industry Outlook
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Medical Devices Stock Review - Feb. 2010
In our portfolio, we see growth potential in companies dealing with cardiovascular devices and surgical equipment, Neuro, blood-related and disposable products. Names in this list include Medtronic, Inc., Intuitive Surgical, Inc., Boston Scientific Corporation, St. Jude Medical Inc. and Becton, Dickinson and Company.
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U.S. Banks Stock Update - Feb. 2010
The Treasury’s requirement of focusing banking institutions towards higher-quality capital will help banks absorb big losses. Specific banks that we like with a Zacks #1 Rank (Strong Buy) include BANF, FCVA and BBNK.
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Insurance Industry Stock Update - Feb. 2010
We expect the overall condition to improve in the second half of 2010, should the economic recovery accelerate. Our recommendations include PartnerRe, Manulife, Hartford, EMC Insurance and Max Capital Group.
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Airline Industry Stock Review - Feb. 2010
Airlines are highly susceptible to negative financial impacts caused by major changes in the global economy that drive sudden severe swings in costs or revenues. We remain wary of Republic Airways, Ryanair and TAM.
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Alternative Energy Stock Review - Feb. 2010
Although these companies have recovered from their lows, their valuations are still significantly lower than their 52-week highs. We like JASO, TSL and RTK.
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Semiconductor Update & Stock Review
Worldwide sales of semiconductors were $226.3 billion in 2009, significantly better than the $219.7 billion forecasted for the year. We favor AMAT, KLAC and NVLS.
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Hotels & Lodging Stock Review - March 2010
The operating environment in the hotels and lodging industry has continued to deteriorate in the last several quarters, and we expect the operating metrics to remain stretched in the near term. We believe that companies such as Marriott and Starwood are better positioned to command a premium room rate relative to the overall lodging industry.
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Health Care Outlook & Stock Review
We believe that investors in this sector should be mindful of the different drivers and appropriate metrics associated with the various sub-sectors. We are favorable on HNT, BIOS and ZOLL.
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Retail Industry Stock Review - March 2010
According to the Commerce Department figures, retail purchases increased 0.5% last month, reflecting the third gain in the past four months. We are favorable on GPS, LTD and M.
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Steel Industry Stock Review - March 2010
The largest drivers of steel consumption have historically been the automotive and construction markets, which absorb more than 50% of total steel production. We are favorable on NUE, AKS and STLD, but not on PKX or ATI.
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Zacks.com: Zacks Industry Rank Analysis
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Bad Banks
Banking industries are all clustered near the bottom of the Zacks Industry Rank tables, which could be a bad omen for the market.
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Bad Banks
Banking industries are all clustered near the bottom of the Zacks Industry Rank tables, which could be a bad omen for the market.
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Retailers on the Rise
The retail sector is showing significant improvement, as the Jewelers and Discounters look to be among the best of the sector.
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Put Yourself "In the Chips"
The tech sector is having a very strong earnings season, and at the forefront are the semiconductor firms.
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Data Storage a Keeper
The Data Storage area offers a very nice combination of strong estimate momentum and attractive valuations.
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