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Trends & Ideas In Sector Investing

Displaying 13 results

Topic

Consumer electronics: Now a holiday staple?

From Black Friday door-buster specials on flat-panel TVs to stocking stuffers like MP3 players and e-book readers, shopping for electronics has become as synonymous with the holiday shopping season as decorating Christmas trees

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Positive outlook for U.S. diversified banks

Standard & Poor's Equity Research Services (ERS) recently raised its 12-month fundamental outlook on U.S. diversified banks to positive, citing improved prospects for loan growth in 2011.

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Steady growth in tobacco profits likely in 2011

Standard & Poor's has a positive fundamental outlook for tobacco for the next 12 months

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Wal-Mart: A retail behemoth positioned for growth

Standard and Poor's Equity Research Services (ERS) has a positive fundamental outlook for hypermarkets and super centers

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Pricing improvements? Taking the pulse of the internet space

In February, S&P Equity Analyst Scott Kessler raised his fundamental outlook on the internet software & services industry to positive from neutral, reflecting what he views as a stabilized global economy that would contribute to more overall advertising spending, an increasing percentage of related budgets being committed to the Internet (versus so-called traditional media), and pricing for associated online offerings that is showing signs of improvement

Topic

WisdomTree large-cap dividend ETF

So Cisco plans to pay a dividend, making good on the tech company's CEO John Chambers' promise that it would do so before he retired.

Topic
  • August 31, 2010

What to buy, or sell, in the auto sector

Standard and Poor's Equity Research has a positive fundamental outlook for auto makers.

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Chipmakers face slowing growth

Standard & Poor's Equity Research Services has a neutral 12-month fundamental outlook for the semiconductor industry.

Topic
  • July 15, 2010

Why S&P Equity Research likes logistics stocks

Standard & Poor’s Equity Research Services (ERS) believes both the U.S. and the global economy are likely to…

Topic

S&P: Still positive on regional banks

Despite the current financial markets turmoil, Standard & Poor's Equity Research has a positive 12-month fundamental outlook for the U.S. regional banking industry.

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S&P: Getting healthy, wealthy and wise

Standard & Poor's Equity Research's fundamental outlook for the health care services industry for the next 12 months is positive.

Topic
  • May 17, 2010

A golden opportunity

While the price of gold has been rising steadily since 2001 and reached its highest average level ever in 2009, S&P's Metals & Mining equity analyst, Leo Larkin, believes that the price will rise again in 2010, for several reasons.

Topic

S&P picks: Why the biotech sector looks healthy

Standard & Poor's Equity Research recently upgraded its outlook for the biotechnology industry to positive from neutral.