Thursday, May 27, 2010

Industry Outlook

Chemicals Industry Outlook & Review - May 2010
Posted Wed May 26, 04:36 pm ET
by Zacks Equity Research
After the sharp declines in the last two years, we expect worldwide chemical production (excluding pharmaceuticals) to recover, albeit at a slow rate. We are partial to DOW, AGU, CF and POT.
See the full review of Chemicals Industry Outlook & Review - May 2010

Alternative Energy Stock Review - May 2010
Posted Mon May 24, 05:36 pm ET
by Zacks Equity Research
Governments, most notably China, have increased their financial support for solar projects. China is aiming at increasing its installed solar power capacity to 2 GW by 2011 from 140 MW capacity at fiscal-end 2008. Thus, we prefer JASO and CSUN.
See the full review of Alternative Energy Stock Review - May 2010

U.S. Banks Stock Update - May 2010
Posted Wed May 19, 01:05 pm ET
by Zacks Equity Research
The U.S. banking industry still remains in question due to several negatives, including asset-quality troubles, drawbacks of new regulations and the continuation of both residential and commercial real estate loan defaults. We are most favorable on Commerce Bancshares.
See the full review of U.S. Banks Stock Update - May 2010

Oil & Gas Industry Outlook - May 2010
Posted Mon May 17, 03:26 pm ET
by Zacks Equity Research
On the whole, we expect oil prices in 2010 to be higher than the 2009 levels, but remain significantly below the 2008 peak levels. We are favorable toward PBR, PTR, ACGY, CLB and FTI.
See the full review of Oil & Gas Industry Outlook - May 2010


Metals & Mining Outlook & Review - May 2010
Posted Wed May 12, 03:05 pm ET
by Zacks Equity Research
China and India's per capita consumption levels are graduating to U.S./European levels, which could -- theoretically, at least -- double metal demand in the longer term. We are favorable on FCX, X, STLD, NUE and ABX.
See the full review of Metals & Mining Outlook & Review - May 2010

Medical Devices Stock Review - May 2010
Posted Mon May 10, 03:53 pm ET
by Zacks Equity Research
The global medical devices industry is fairly large, with annual worldwide sales in 2009 in excess of $220 billion. The U.S. accounts for approximately 41% of this market. We are more favorable on MDT, HAE, BSX, STJ and BDX.
See the full review of Medical Devices Stock Review - May 2010

Restaurant Industry Stock Review - May 2010
Posted Wed May 05, 05:41 pm ET
by Zacks Equity Research
In the midst of what is expected to be a moderate recovery, there are three potential drivers of net income growth for the restaurant industry: unit expansion, improved same-store sales and cost cuts. We like BWLD, MCD and CMG.
See the full review of Restaurant Industry Stock Review - May 2010
Insurance Industry Stock Update - May 2010
Posted Mon May 03, 04:37 pm ET
by Zacks Equity Research
Competition within the segments of the industry has reduced, which is consolidating through mergers and acquisitions. We have Buy recommendations on GNW, ACAP, HALL, IPCC and NYM.
See the full review of Insurance Industry Stock Update - May 2010

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