Some earnings estimates in hardest-hit sectors still look too high.
Entries filed under 'Value Investing'
China, the world’s largest consumer of semiconductors, is moving aggressively into manufacturing them, which threatens producers in Korea and Taiwan.
The $330 billion global semiconductor industry is undergoing historic consolidation, but innovation in some quarters has stalled, say analysts.
Unlike past cycles, the market is rewarding companies with proven deal making skills.
Here's how Lord Abbett portfolio managers have scoped out opportunities in a market rife with rich valuations, earnings misses, commodity deflation, and sector sell-offs.
Forget the efficient market hypothesis. Determining intrinsic value in volatile markets rife with "fallen angels," "falling knives," and "dead cat" bounces is no random walk.
Much is riding on new drugs that may slow the disease, says Lord Abbett Partner and Research Analyst Lavina Talukdar.
It’s not just millennials who are renting. Baby boomers and well-heeled Generation X-ers also are driving a surprising share of the overall demand for rental units.
As a group, millennials outnumber baby boomers. Their incomes are climbing. And some experts expect them to account for one-third of all retail spending in the next five years.