Entries filed under 'Value Investing'

    Millennial Consumers Reach an Inflection Point

    July 24, 2015 10:25 AM by Lord Abbett Editorial Staff

    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.

    Of all the investment themes that emerged during Lord Abbett’s recent research presentations, the rising influence of Generation Y, born 1980–2000, may have resonated the most.

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    Bellying Up to Bars and Restaurants

    July 6, 2015 4:10 PM by Lord Abbett Editorial Staff

    Dining out continues to eat away at food and beverage sales.

    If you want to know why Lord Abbett has had a positive view on the restaurant sector, look no further than the industry’s long, steady expansion, driven by an improving economy.

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    Financial Stocks: The Good, the Bad, and the Ugly

    April 16, 2015 2:30 PM by Greg Wachsman

    Skittish about the financial sector? For all the headlines about big banks' legal troubles, investment opportunities can still be found in super-regional banks. 

    In the middle of difficulty lies opportunity, Albert Einstein once said. That thought certainly resonated in a recent presentation I gave on the financial services sector, which arguably has endured more negative publicity in recent years than it did during the Great Depression. 

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    Taking the Pulse of Life Sciences and Diagnostics

    April 8, 2015 9:15 AM by Heidi Lawrence

    Next-generation genomic sequencing should not only permit the use of new clinical applications that were not previously feasible but also save the healthcare system money.

    Although speculation about mergers and acquisitions (M&A) has generally supported valuations in the life sciences tools and diagnostics sector, I have advised my colleagues to consider such companies based on select capital deployment and secular growth stories.

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    Research in Action: Adapting to "Reimburse-itis"

    April 7, 2015 9:15 AM by Devesh Karandikar

    How cost containment and efficiency initiatives have complicated investing in hospitals, managed care, and medical device companies.

    While decreased uncertainty about healthcare reform pushed price/earnings multiples of some companies in biotech and pharma universe close to peak valuations, the healthcare services and medical devices sector has been wrestling with cost containment and efficiency in the face of increasing pressure on reimbursement from insurers.

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