Dr. Shilling of A. Gary Shilling & Co. Sees Slow Growth for At Least the Next Decade
2009-07-02 17:44:43
We talked with Dr. A. Gary Shilling of A. Gary Shilling and Co. recently, and he gave us his overview of the current economic climate, and what government involvement in the economy portends for the future of economic recovery in the U.S.:Dr. Shilling: The government stimulus is being more than offset by private sector weakness and I happen to believe that after we get out of this recession, we're going to see not only a slow recovery, but slower growth for probably the next decade, a very big contrast to what we have had in the 1980s and 1990s. Probably as a result, we're going to have a heavier government involvement in the economy to combat what otherwise would be very high unemployment. It's a political issue.For the complete Investing Strategies report, including a full interview with Dr. Shilling, as well as interviews with a wide variety of portfolio managers of from a broad range of styles, click here.
Obama Administration Polices Hurting Industrial Equipment Sector
2009-07-02 10:00:18
Obama administration hurting the economy ?In a recent interview John Collopy of Briggs-Ficks Securities, LLC for our Industrial Equipment report Mr. Collopy when asked about how the new administration was impacting the sector he said "That's a problem. I am very concerned about their overall economic policies. They have flooded the system with liquidity that I don't know if much, any, some, or none of it is going to spill into the fundamentals of the economy at this point. I am afraid these policies might dampen multiples going forward because people are going to be leery of government interventions that could impact investor sentiment and I think thats what one has to be very careful of."Problem , Concerned, Afraid these are words that are never associated with recovery. Is the Obama administration off the mark or has Mr . Collopy missed the boat? Read the full Industrial Equipment Report and you let us know. follow and respond at twitter.com/wstranscript
Exclusive Wall Street Transcript Content Available on Twitter
2009-07-01 10:48:51
As part of our June 29 Industrial Equipment Report we spoke with Karl S. Puehringer of Baldwin Technology Company, Inc. (BLD). The complete interview can be read at twitter.com/wstranscriptWhen asked about the companies sales mix Mr. Puehringer stated Ill give you a quick overview of our current sales mix. More than 50% of our sales during our last fiscal quarter were recurring revenues derived from consumables, service, parts and our U.S. food blends operation, and consequently, less than 50% of our revenue during Q3 FY09 came from equipment. By region, 26% of our revenues are in the Americas. Our largest region is Europe, which accounts for slightly less than half of our business, and the second largest region is Asia with Japan being the other most important country for Baldwin. The geographic balance in sales is a major strength of Baldwin. The complete text of our interview is available through our Twitter portal at twitter.com/wstranscript. Make sure to check back with our Twitter for more exclusive content, commentary and issue updates
Kinross Gold is the way to go.
2009-06-30 08:02:33
In this week's issue of TWST we spoke to Heather Douglas and Andrew Mikitchook of Thomas Weisel Partners Canada Inc. about Investing in Gold. For Heather it's Kinross Gold that stands above the rest;Ms. Douglas: Among the seniors, we have been recommending Kinross Gold. They've delivered two key projects in the last year, Kupol and Paracatu. They are in the process of delivering growth and now they are re-establishing an interesting pipeline with Fruta del Norte in Ecuador and Lobo-Marte in Chile. Kinross has a very nice operating margin, so their cash costs are quite attractive, and their valuation in our view is attractive relative to their peersTo unearth the full story be sure to read the entire 99 page report on Gold and Precious Metals which includes 1 analyst, 2 money managers, and 21 sector firms. Also remember to follow us at Twitter at twst.com/wstranscript for exclusive content
Analysts from Thomas Weisel Partners Say How to Play Gold Now
2009-06-29 16:40:25
As part of our special focus on Gold and Precious Metals, we spoke with analysts Heather Douglas and Andrew Mikitchook of Thomas Weisel Partners about the space. Their outlook for this space, for the near term at least, was actually quite positive:Ms. Douglas: Our 12-month expectations are positive for gold. We are aware that the early summer months are usually a more sideways period for the commodity, and we view pullbacks as opportunities to re-enter. We've identified some interesting developers who, even if the gold price doesn't move, have the opportunity of showing price appreciation as they advance their projects, have exploration success, and bring projects into production. So that's our June 2009 view. TWST: It sounds more positive than anything else. Ms. Douglas: Still positive. For the generalists, I do recommend exposure to gold first and then extra work to look at the companies, to be familiar with the specific risks with each of the companies. TWST: When you say gold first, how do you recommend they play it? Ms. Douglas: It depends on the investor. The GLD ETF is obviously one way, but there are other ways for them to get only the gold exposure diversification they are seeking without the additional operating and country development risks associated with each of the companies.For the complete Gold and Precious Metals issue, including a full interview with both Ms. Doulgas as well Mr. Mikitchook in addition to interviews CEOs of topic companies in the space, click here.