This article features as part of our proprietary research into the effects of the Fiscal Cliff and related budget reduction factors on the US Health Care industry. The US healthcare industry is one of the biggest in terms of expenditure and breadth, and arguably the most complex and challenging both at a macro and micro [...]
This article features as part of our proprietary research into the effects of the Fiscal Cliff and related budget reduction factors on the US Defense industry. Why Raytheon Can Safeguard Your Defense Portfolio Following on from our previous article, "Defense Industry Uncertainty," we would like to focus the attention of an interesting case of company [...]
This article features as part of our proprietary research into the effects of the Fiscal Cliff and related budget reduction factors on the US Health Care industry. 'Tenet-ative' times for one of the largest US Health Care Providers There is currently a trend of consolidation afoot in the U.S. healthcare industry, as companies that are [...]
This article features as part of our proprietary research into the effects of the Fiscal Cliff and related budget reduction factors on the US Defense industry Why Oshkosh (NYSE:OSK) is a top SELL target Here is how the tale goes: you have a company producing different products, for different markets, and for different purposes. But [...]
This article features as part of our proprietary research into the effects of the Fiscal Cliff and related budget reduction factors on the US Health Care industry A tax too far: How the 2.3% Excise tax on Medical Equipment will impact the Medical Device and Healthcare industries. Against the background of a weakened economic climate, [...]
The major players in the defence space in the USA have experienced a significant outperformance of their share price against S&P500 lately. The numbers speak clearly. The possible drivers of the price rally can be found in the folds of their financial statements as well as in the constant surge of the US defence budget [...]
While focus remains with the Eurozone, the Fiscal Cliff beast lurks in the shadows With weak data being released from countries almost daily, in conjunction with an overall negative backdrop of Euro Zone concern, it is safe to say that the outlook for the world economy is far from positive. With these headline-making statistics and [...]
This report details how to make a minimum un-levered return of 8.70% between now and the US Presidential Election on 6 November 2012. At the time of writing, the S&P 500 stands at 1433 and the DJIA stands at 13,323 (11 September 2012 closing prices). “The market can stay irrational longer than you can stay [...]
