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January 1, 2019
Associate Director of Strategy and Innovation of G100 Companies San Francisco, California ...
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December 21, 2018
AMN Healthcare Services, Inc. (AMN:USA) trades below corporate averages relative to UAFRS-based (Uniform) Earnings, with an 18.2x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm, and while management has concerns about operational issues in Locum Tenens, EBITDA margin growth, and demand for occupational therapists, industry tailwinds and the firm’s leadership position in its space support long-term outperformance and equity upside...
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December 20, 2018
A deep bear market does not occur without credit risk – we do not see any
The basis for the Market Phase Cycle, and what 150+ years of market cycle research shows, is that credit market cycles drive economic cycles and equity market cycles. When access to credit is easy, economic cycles trend positively as do equity markets. When credit markets tighten, and credit destruction happens, equity markets and the economy react similarly....
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December 19, 2018
Ecolab Inc. (ECL:USA) currently trades above recent averages relative to UAFRS-based (Uniform) Earnings, with a 25.6x Uniform P/E, implying bullish expectations for the firm. However, management has concerns about their ability to expand, increase their prices, and offset rising raw material costs...
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