Analyst s Handbook: Health Care
|
|
- Todd French
- 6 years ago
- Views:
Transcription
1 Analyst s Handbook: November 17, 217 Dr. Edward Yardeni eyardeni@ Mali Quintana aquintana@ Please visit our sites at www. blog. thinking outside the box
2 Table Of Contents Table Of Contents S&P 1 Earnings 2 Revenues & Margins 3 Earnings Growth & Valuation 4 S&P : S&P : (cont) 6 S&P /4/6 YTD November 17, 217 / Analyst s Handbook: www.
3 S&P Figure 1. S&P HEALTH CARE STOCK PRICE INDEX* day moving average. * Ratio scale. Source: Standard & Poor s and Haver Analytics.. Figure 2.. S&P HEALTH CARE (as a ratio of S&P ) / Note: Shaded areas denote recessions according to the National Bureau of Economic Research. Monthly through December 199, then weekly. Monthly data an average of Hospital Management, Medical Products, and Pharmaceutical industry ratios..1 Page 1 / November 17, 217 / Analyst s Handbook: www.
4 Earnings 8 6 Figure 3. S&P HEALTH CARE OPERATING EARNINGS PER SHARE (analysts average forecasts, ratio scale) / Consensus Forecasts Annual estimates Forward earnings* * Time-weighted average of consensus estimates for current year and next year. Monthly through December 2, then weekly. Source: Thomson Reuters I/B/E/S. 2 Figure 4. S&P HEALTH CARE NET EARNINGS REVISIONS* Oct NERI Aug 1.7 Sep 9.2 Oct * Three-month moving average of the number of forward earnings estimates up less number of estimates down, expressed as a percentage of the total number of forward earnings estimates. Source: Thomson Reuters I/B/E/S. Page 2 / November 17, 217 / Analyst s Handbook: www.
5 6 2 Figure. S&P HEALTH CARE REVENUES PER SHARE (analysts average forecasts, ratio scale) Revenues & Margins / Consensus Forecasts Annual estimates Forward revenues* * Time-weighted average of consensus estimates for current year and next year. Monthly through December 2, then weekly. Source: Thomson Reuters I/B/E/S Figure 6. S&P HEALTH CARE PROJECTED PROFIT MARGIN (using analysts average earnings and revenues forecasts) Consensus Forecasts Annual estimates Forward profit margin* (1.7) / * Time-weighted average of the consensus estimates for current year and next year. Monthly through December 2, weekly thereafter. Source: Thomson Reuters I/B/E/S. Page 3 / November 17, 217 / Analyst s Handbook: www.
6 2 Figure 7. Earnings Growth & Valuation S&P HEALTH CARE STRG, STEG, & LTEG (percent) LTEG* (1.2) STEG* (6.8) STRG* (.1) 11/ Note: STEG is year-ahead forward consensus expected short-term earnings growth. STRG is year-ahead forward consensus expected short-term revenue growth. LTEG is five-year consensus expected long-term earnings growth. Monthly data through 2, weekly thereafter. Source: Thomson Reuters I/B/E/S. Figure 8. S&P HEALTH CARE VALUATION Forward P/E* (16.) 11/ Relative P/E** (.9) 11/9 PEG Ratio*** (1.6) * Price divided by 12-month forward consensus expected operating earnings per share. ** Sector or industry forward P/E relative to S&P forward P/E. *** Sector or industry forward P/E relative to sector or industry consensus -year LTEG forecast. Source: Thomson Reuters I/B/E/S. Page 4 / November 17, 217 / Analyst s Handbook: www.
7 Figure 9. S&P HEALTH CARE S&P BIOTECHNOLOGY (ABBV ALXN AMGN BIIB CELG GILD REGN VRTX) S&P HEALTH CARE DISTRIBUTORS (ABC CAH HSIC MCK PDCO) day moving average S&P : S&P HEALTH CARE EQUIPMENT (ABT BAX BCR BDX BSX EW HOLX ISRG MDT RMD STJ SYK VAR ZMH) S&P HEALTH CARE FACILITIES (HCA UHS) S&P HEALTH CARE SERVICES (DGX DVA ESRX LH) Page / November 17, 217 / Analyst s Handbook: www.
8 Figure 1. S&P MANAGED HEALTH CARE (AET ANTM CI CNC HUM UNH) S&P PHARMACEUTICALS (AGN BMY ENDP JNJ LLY MRK MYL PFE PRGO ZTS) S&P : (cont) S&P HEALTH CARE TECHNOLOGY (CERN) S&P LIFE SCIENCES TOOLS & SERVICES (A ILMN PKI Q TMO WAT) day moving average Source: Standard and Poor s Corporation. Page 6 / November 17, 217 / Analyst s Handbook: www.
9 S&P /4/6 YTD All Sectors Figure 11. S&P LargeCap S&P 4 MidCap S&P 6 SmallCap Sector Biotechnology Distributors Equipment Facilities Services HC Supplies Technology Life Sciences Tools & Services Page 7 / November 17, 217 / Analyst s Handbook: www.
10 S&P /4/6 YTD Managed Pharmaceuticals Figure 12. S&P LargeCap S&P 4 MidCap S&P 6 SmallCap Page 8 / November 17, 217 / Analyst s Handbook: www.
11 3 Figure 13. S&P HEALTH CARE S&P (939) S&P 4 (73) S&P 6 (221) Figure 14. S&P HEALTH CARE BIOTECHNOLOGY 4 S&P (386) S&P 4 (311) S&P 6 (1816) Page 9 / November 17, 217 / Analyst s Handbook: www.
12 12 Figure. S&P HEALTH CARE DISTRIBUTORS S&P (61) S&P 4 (46) S&P 6 (639) Figure 16. S&P HEALTH CARE EQUIPMENT 4 S&P (1249) S&P 4 (1926) S&P 6 (4868) Page 1 / November 17, 217 / Analyst s Handbook: www.
13 8 Figure 17. S&P HEALTH CARE SERVICES 8 6 S&P (97) S&P 4 (37) S&P 6 (6) Figure 18. S&P MANANGED HEALTH CARE 4 3 S&P (181) S&P 4 (761) S&P 6 (3324) Page 11 / November 17, 217 / Analyst s Handbook: www.
14 1 Figure 19. S&P HEALTH CARE PHARMACEUTICALS 1 8 S&P (62) S&P 4 (142) S&P 6 (9324) Page 12 / November 17, 217 / Analyst s Handbook: www.
15 1 Figure 2. S&P HEALTH CARE (yearly percent change) S&P () S&P 4 (24) S&P 6 (29) 1 11/ Figure 21. S&P HEALTH CARE BIOTECHNOLOGY (yearly percent change) 4 3 S&P (1) S&P 4 () S&P 6 (19) / Page 13 / November 17, 217 / Analyst s Handbook: www.
16 1 Figure 22. S&P HEALTH CARE DISTRIBUTORS (yearly percent change) S&P (-1) S&P 4 (-44) S&P 6 (-11) 1 11/ Figure 23. S&P HEALTH CARE EQUIPMENT (yearly percent change) 1 S&P (2) S&P 4 (4) S&P 6 (33) 1 11/ Page 14 / November 17, 217 / Analyst s Handbook: www.
17 1 Figure 24. S&P HEALTH CARE SERVICES (yearly percent change) 1 11/ - S&P (-14) S&P 4 (-28) S&P 6 (39) Figure 2. S&P MANANGED HEALTH CARE (yearly percent change) S&P (4) S&P 4 (2) S&P 6 (2) / Page / November 17, 217 / Analyst s Handbook: www.
18 3 Figure 26. S&P HEALTH CARE PHARMACEUTICALS (yearly percent change) 3 2 S&P (8) S&P 4 (-3) S&P 6 (3) / Page 16 / November 17, 217 / Analyst s Handbook: www.
19 Copyright (c) 217. All rights reserved. The information contained herein has been obtained from sources believed to be reliable, but is not necessarily complete and its accuracy cannot be guaranteed. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness, or correctness of the information and opinions contained herein. The views and the other information provided are subject to change without notice. All reports posted on blog., and YRI s Apps for ipads and iphones are issued without regard to the specific investment objectives, financial situation, or particular needs of any specific recipient and are not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not necessarily a guide to future results. Company fundamentals and earnings may be mentioned occasionally, but should not be construed as a recommendation to buy, sell, or hold the company s stock. Predictions, forecasts, and estimates for any and all markets should not be construed as recommendations to buy, sell, or hold any security--including mutual funds, futures contracts, and exchange traded funds, or any similar instruments. The text, images, and other materials contained or displayed on any product, service, report, or website are proprietary to and constitute valuable intellectual property. No material from any part of blog., and YRI s Apps for ipads and iphones may be downloaded, transmitted, broadcast, transferred, assigned, reproduced or in any other way used or otherwise disseminated in any form to any person or entity, without the explicit written consent of All unauthorized reproduction or other use of material from Yardeni Research, Inc. shall be deemed willful infringement(s) of this copyright and other proprietary and intellectual property rights, including but not limited to, rights of privacy. Yardeni Research, Inc. expressly reserves all rights in connection with its intellectual property, including without limitation the right to block the transfer of its products and services and/or to track usage thereof, through electronic tracking technology, and all other lawful means, now known or hereafter devised. reserves the right, without further notice, to pursue to the fullest extent allowed by the law any and all criminal and civil remedies for the violation of its rights. The recipient should check any and any attachments for the presence of viruses. accepts no liability for any damage caused by any virus transmitted by this company s s, website, blog and Apps. Additional information available on request. requests@
Analyst s Handbook: Health Care
Analyst s Handbook: November 16, 13 Dr. Edward Yardeni 16-972-7683 eyardeni@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table Of
More informationAnalyst s Handbook: Health Care
Analyst s Handbook: ober 22, 212 Dr. Edward Yardeni 16-972-7683 eyardeni@ Mali Quintana 48-664-1333 aquintana@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table Of Contents
More informationS&P 500 Industry Briefing: Pharmaceuticals
S&P Industry Briefing: Pharmaceuticals November 1, 17 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-36 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationS&P 500 Industry Briefing: Biotechnology
S&P Industry Briefing: Biotechnology January, 218 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-36 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table
More informationS&P 500 Industry Briefing: Health Care Distributors
S&P Industry Briefing: Health Care Distributors October, 18 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-6 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationS&P 500 Industry Briefing: Life Sciences Tools & Services
S&P Industry Briefing: Life Sciences Tools & Services December 1, 17 Dr. Ed Yardeni -972-7683 eyardeni@ Joe Abbott 732-497-36 jabbott@ Please visit our sites at www. blog. thinking outside the box Table
More informationAnalyst s Handbook: Telecommunication Services
Analyst s Handbook: Telecommunication Services April 4, 1 Dr. Edward Yardeni 1-972-73 eyardeni@ Mali Quintana 4-4-1333 aquintana@ Please visit our sites at www. blog. thinking outside the box Table Of
More informationS&P 500 Industry Briefing: Health Care
S&P Industry Briefing: Health Care October 19, 18 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-36 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table
More informationS&P 500 Industry Briefing: Consumer Staples
S&P 5 Industry Briefing: Consumer Staples September 25, 18 Dr. Ed Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-56 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationS&P 500 Industry Briefing: Agricultural & Farm Machinery
S&P 5 Industry Briefing: Agricultural & Farm Machinery November 7, 1 Dr. Ed Yardeni 51-972-73 eyardeni@ Joe Abbott 732-97-5 jabbott@ Please visit our sites at www. blog. thinking outside the box Table
More informationS&P 500 Industry Briefing: Human Resource & Employment Svcs
S&P 5 Industry Briefing: Human Resource & Employment Svcs November 6, 218 Dr. Ed Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-536 jabbott@ Please visit our sites at www. blog. thinking outside the
More informationS&P 500 Industry Briefing: Utilities
S&P Industry Briefing: Utilities November, 1 Dr. Ed Yardeni 16-2-63 eyardeni@ Joe Abbott 32-4-36 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table Of Contents
More informationS&P 500 Industry Briefing: Electronic Manufacturing Services
S&P 5 Industry Briefing: Electronic Manufacturing Services December 1, 17 Dr. Ed Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-536 jabbott@ Please visit our sites at www. blog. thinking outside the
More informationS&P 500 Industry Briefing: Household Appliances
S&P Industry Briefing: Household Appliances October 9, 18 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-6 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationS&P 500 Industry Briefing: Food Distributors
S&P Industry Briefing: Food Distributors September 18, 18 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-6 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationS&P 500 Industry Briefing: Home Improvement Retail
S&P 5 Industry Briefing: Home Improvement Retail August 22, 18 Dr. Ed Yardeni 516-972-768 eyardeni@ Joe Abbott 72-497-56 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of
More informationS&P 500 Industry Briefing: Consumer Electronics
S&P Industry Briefing: Consumer Electronics September 18, 218 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-36 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of
More informationS&P 500 Industry Briefing: Footwear
S&P Industry Briefing: Footwear January, 18 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-36 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table Of
More informationS&P 500 Industry Briefing: Specialty Stores
S&P Industry Briefing: Specialty Stores November, 18 Dr. Ed Yardeni 16-2-68 eyardeni@ Joe Abbott 2-4-6 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table Of
More informationS&P 500 Industry Briefing: Steel
S&P Industry Briefing: Steel September, 17 Dr. Ed Yardeni 16-97-7683 eyardeni@ Joe Abbott 73-97-6 jabbott@ Please visit our sites at blog. thinking outside the box Table Of Contents Table Of Contents S&P
More informationS&P 500 Industry Briefing: Home Entertainment Software
S&P 5 Industry Briefing: Home Entertainment Software December 5, 17 Dr. Ed Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-536 jabbott@ Please visit our sites at www. blog. thinking outside the box Table
More informationS&P 500 Industry Briefing: Motorcycle Manufacturers
S&P 5 Industry Briefing: Motorcycle Manufacturers January 5, Dr. Ed Yardeni 516-972-763 eyardeni@ Joe Abbott 732-497-536 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of
More informationS&P 500 Industry Briefing: Copper
S&P Industry Briefing: Copper December 22, 217 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-36 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table
More informationGlobal Index Briefing: All Country World MSCI
Global Index Briefing: All Country World MSCI November 21, 2017 Dr. Ed Yardeni 16-72-7683 eyardeni@ Joe Abbott 732-47-306 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of
More informationS&P 500 Industry Briefing: Automobile Manufacturers
S&P Industry Briefing: Automobile Manufacturers September, 21 Dr. Ed Yardeni 16-972-763 eyardeni@ Joe Abbott 732-497-36 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationS&P 500 Industry Briefing: Gold
S&P Industry Briefing: Gold September 7, 18 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-36 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table Of
More informationS&P 500 Industry Briefing: Trading Companies & Distributors
S&P Industry Briefing: Trading Companies & Distributors March 9, 18 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-97-36 jabbott@ Please visit our sites at www. blog. thinking outside the box Table
More informationS&P 500 Industry Briefing: Diversified Support Services
S&P Industry Briefing: Diversified Support Services July 16, 18 Dr. Ed Yardeni 16-92-683 eyardeni@ Joe Abbott 32-49-36 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationS&P 500 Industry Briefing: Trucking
S&P Industry Briefing: Trucking July, 1 Dr. Ed Yardeni 1-97-73 eyardeni@ Joe Abbott 73-97- jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table Of Contents S&P
More informationS&P 500 Industry Briefing: Oil & Gas Refining & Marketing
S&P Industry Briefing: Oil & Gas Refining & Marketing November 24, 217 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-36 jabbott@ Please visit our sites at www. blog. thinking outside the box
More informationS&P 500 Industry Briefing: Leisure Products
S&P Industry Briefing: Leisure Products April 11, 18 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-6 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table
More informationS&P 500 Industry Briefing: Movies & Entertainment
S&P 5 Industry Briefing: Movies & Entertainment November, Dr. Ed Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-536 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationChart Collection for Morning Briefing
Chart Collection for Morning Briefing October 25, 1 Dr. Edward Yardeni 5-972-763 eyardeni@ Mali Quintana 4-664-1333 aquintana@ Please visit our sites at www. blog. thinking outside the box 325 3 275 Figure
More informationS&P 500 Industry Briefing: Publishing
S&P Industry Briefing: Publishing August 16, 18 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-36 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table
More informationGlobal Index Briefing: Emerging Markets MSCI
Global Index Briefing: Emerging Markets MSCI January 3, 20 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-306 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationS&P 500 Industry Briefing: Apparel Retail
S&P Industry Briefing: Apparel Retail November 21, 17 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-36 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationS&P 500 Industry Briefing: Integrated Telecommunication
S&P Industry Briefing: Integrated Telecommunication November 27, 18 Dr. Ed Yardeni 1-972-783 eyardeni@ Joe Abbott 732-497-3 jabbott@ Please visit our sites at www. blog. thinking outside the box Table
More informationS&P 500 Industry Briefing: Financial Exchanges & Data
S&P Industry Briefing: Financial Exchanges & Data September 2, 17 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-6 jabbott@ Please visit our sites at www. blog. thinking outside the box Table
More informationS&P 500 Industry Briefing: Industrial Gases
S&P Industry Briefing: Industrial Gases June, 18 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-36 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table
More informationS&P 500 Industry Briefing: Office Services & Supplies
S&P 5 Industry Briefing: Office Services & Supplies September, Dr. Ed Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-56 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of
More informationS&P 500 Industry Briefing: Fertilizer & Agricultural Chemicals
S&P 5 Industry Briefing: Fertilizer & Agricultural Chemicals November 21, 17 Dr. Ed Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-56 jabbott@ Please visit our sites at www. blog. thinking outside the
More informationS&P 500 Industry Briefing: Auto Parts & Equipment
S&P 5 Industry Briefing: Auto Parts & Equipment November 1, 1 Dr. Ed Yardeni 516-972-763 eyardeni@ Joe Abbott 732-97-536 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of
More informationS&P 500 Industry Briefing: Construction Machinery & Heavy Trucks
S&P 5 Industry Briefing: Construction Machinery & Heavy Trucks December 8, 21 Dr. Ed Yardeni 516-92-683 eyardeni@ Joe Abbott 32-49-536 jabbott@ Please visit our sites at www. blog. thinking outside the
More informationStock Market Briefing: Selected P/E Ratios
Stock Market Briefing: Selected P/E Ratios December 29, 17 Dr. Edward Yardeni -972-763 eyardeni@ Joe Abbott 732-497-6 jabbott@ Mali Quintana -664-1333 aquintana@ Please visit our sites at www. blog. thinking
More informationS&P 500 Industry Briefing: Commodity Chemicals
S&P 5 Industry Briefing: Commodity Chemicals April 4, Dr. Ed Yardeni 516-972-763 eyardeni@ Joe Abbott 732-497-536 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationS&P 500 Industry Briefing: Construction Materials
S&P Industry Briefing: Construction Materials April 2, 218 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-36 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationS&P 500 Industry Briefing: Multi-Sector Holdings
S&P 5 Industry Briefing: Multi-Sector Holdings April 4, 18 Dr. Ed Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-536 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationS&P 500 Industry Briefing: Construction & Engineering
S&P 5 Industry Briefing: Construction & Engineering February 12, Dr. Ed Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-56 jabbott@ Please visit our sites at www. blog. thinking outside the box Table
More informationS&P 500 Industry Briefing: Oil & Gas Equipment & Services
S&P 5 Industry Briefing: Oil & Gas Equipment & Services August 31, Dr. Ed Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-536 jabbott@ Please visit our sites at www. blog. thinking outside the box Table
More informationGlobal Index Briefing: Hong Kong MSCI
Global Index Briefing: Hong Kong MSCI October 17, Dr. Ed Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-5306 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationS&P 500 Industry Briefing: Multi-Line Insurance
S&P Industry Briefing: Multi-Line Insurance May 7, 2 Dr. Ed Yardeni 1-72-783 eyardeni@ Joe Abbott 732-47-3 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table
More informationS&P 500 Industry Briefing: Investment Banking & Brokerage
S&P 5 Industry Briefing: Investment Banking & Brokerage December 1, 17 Dr. Ed Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-56 jabbott@ Please visit our sites at www. blog. thinking outside the box
More informationGlobal Index Briefing: All Country World MSCI
Global Index Briefing: All Country World MSCI July 26, 2018 Dr. Ed Yardeni 16-72-7683 eyardeni@ Joe Abbott 732-47-306 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationUS Stock Market Briefing: Trump & Stocks
US Stock Market Briefing: & Stocks September 20, 2018 Dr. Edward Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-5306 jabbott@ Mali Quintana 480-664-1333 aquintana@ Please visit our sites at blog. thinking
More informationS&P 500 Industry Briefing: Property & Casualty Insurance
S&P 5 Industry Briefing: Property & Casualty Insurance November 22, 17 Dr. Ed Yardeni 516-972-763 eyardeni@ Joe Abbott 732-497-536 jabbott@ Please visit our sites at www. blog. thinking outside the box
More informationS&P 500 Industry Briefing: Semiconductor Equipment
S&P 5 Industry Briefing: Semiconductor Equipment November 14, 18 Dr. Ed Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-536 jabbott@ Please visit our sites at www. blog. thinking outside the box Table
More informationS&P 500 Industry Briefing: Paper Packaging
S&P Industry Briefing: Paper Packaging January 4, 18 Dr. Ed Yardeni 1-972-783 eyardeni@ Joe Abbott 732-497-3 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table
More informationS&P 500 Industry Briefing: Independent Power & Energy Traders
S&P Industry Briefing: Independent Power & Energy Traders February 1, 1 Dr. Ed Yardeni 1-97-73 eyardeni@ Joe Abbott 73-97-3 jabbott@ Please visit our sites at www. blog. thinking outside the box Table
More informationS&P 500 Industry Briefing: Paper Products
S&P Industry Briefing: Paper Products August, 2 Dr. Ed Yardeni -972-783 eyardeni@ Joe Abbott 732-497-3 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table Of
More informationGlobal Index Briefing: Germany s DAX
Global Index Briefing: Germany s DAX December 15, 17 Dr. Ed Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-56 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationS&P 500 Industry Briefing: Department Stores
S&P Industry Briefing: Department Stores May 11, 18 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-97-36 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table
More informationGlobal Index Briefing: India MSCI
Global Index Briefing: India MSCI September 26, 2017 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-306 jabbott@ Please visit our sites at blog. thinking outside the box Table Of Contents Table
More informationGlobal Index Briefing: Developed Europe MSCI
Global Index Briefing: Developed Europe MSCI February 6, 20 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-306 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationGlobal Index Briefing: Europe MSCI
Global Index Briefing: Europe MSCI January 31, Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-6 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table Of
More informationS&P 500 Industry Briefing: Environmental & Facilities Services
S&P Industry Briefing: Environmental & Facilities Services April, 1 Dr. Ed Yardeni 1-2-3 eyardeni@ Joe Abbott 32-4- jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationS&P 500 Industry Briefing: Industrial Conglomerates
S&P 5 Industry Briefing: Industrial Conglomerates May, 18 Dr. Ed Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-56 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationS&P 500 Industry Briefing: Managed Health Care
S&P Industry Briefing: Managed Health Care March 18, 19 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-6 jabbott@ Please visit our sites at blog. thinking outside the box Table Of Contents Table
More informationS&P 500 Industry Briefing: Commercial Printing
S&P Industry Briefing: Commercial Printing April 2, 1 Dr. Ed Yardeni 1-972-73 eyardeni@ Joe Abbott 732-97-3 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table
More informationS&P 500 Industry Briefing: Thrifts & Mortgage Finance
S&P Industry Briefing: Thrifts & Mortgage Finance August 1, 16 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-36 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of
More informationS&P 500 Industry Briefing: Soft Drinks
S&P Industry Briefing: Soft Drinks October 11, Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-6 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table Of
More informationS&P 500 Industry Briefing: Airlines
S&P Industry Briefing: Airlines January 19, 218 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-36 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table
More informationGlobal Index Briefing: China MSCI Sectors
Global Index Briefing: China MSCI Sectors January, Dr. Ed Yardeni -97-7 eyardeni@ Joe Abbott 7-97- jabbott@ Mali Quintana -- aquintana@ Please visit our sites at blog. thinking outside the box Table Of
More informationS&P 500 Industry Briefing: Internet & Direct Marketing Retail
S&P 5 Industry Briefing: Internet & Direct Marketing Retail January 19, 18 Dr. Ed Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-536 jabbott@ Please visit our sites at www. blog. thinking outside the
More informationS&P 500 Industry Briefing: Oil & Gas Storage & Transportation
S&P Industry Briefing: Oil & Gas Storage & Transportation June 29, Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-36 jabbott@ Please visit our sites at www. blog. thinking outside the box Table
More informationGlobal Index Briefing: All Country World ex-us MSCI
Global Index Briefing: All Country World ex-us MSCI June 29, Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-306 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of
More informationS&P 500 Industry Briefing: esearch & Consulting Services
S&P Industry Briefing: esearch & Consulting Services February 23, Dr. Ed Yardeni -972-763 eyardeni@ Joe Abbott 732-497-36 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of
More informationS&P 500 Industry Briefing: General Merchandise Stores
S&P Industry Briefing: General Merchandise Stores April 6, 18 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-36 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of
More informationS&P 500 Industry Briefing: Automotive Retail
S&P Industry Briefing: Automotive Retail July 13, 1 Dr. Ed Yardeni 16-972-763 eyardeni@ Joe Abbott 732-497-36 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table
More informationS&P 500 Industry Briefing: Brewers
S&P Industry Briefing: Brewers December 31, 18 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-36 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table
More informationGlobal Index Briefing: Korea MSCI
Global Index Briefing: Korea MSCI June 14, 18 Dr. Ed Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-5306 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table
More informationGlobal Index Briefing: EMU MSCI
Global Index Briefing: EMU MSCI February 1, Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-306 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table Of
More informationS&P 500 Industry Briefing: Railroads
S&P 5 Industry Briefing: Railroads March 2, Dr. Ed Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-536 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table Of
More informationGlobal Index Briefing: BRIC MSCI
Global Index Briefing: BRIC MSCI April 19, 20 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-306 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table
More informationGlobal Index Briefing: Indonesia MSCI
Global Index Briefing: Indonesia MSCI July 11, 18 Dr. Ed Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-536 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table
More informationGlobal Index Briefing: EAFE MSCI
Global Index Briefing: EAFE MSCI June 29, 20 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-6 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table Of
More informationUS Economic Indicators: Citigroup Economic Surprise Index
US Economic Indicators: Citigroup Economic February 9, 2018 Dr. Edward Yardeni 516-972-7683 eyardeni@ Debbie Johnson 480-664-1333 djohnson@ Mali Quintana 480-664-1333 aquintana@ Please visit our sites
More informationGlobal Index Briefing: Emerging Markets Latin America MSCI
Global Index Briefing: Emerging Markets Latin America MSCI April 4, 2018 Dr. Ed Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-5306 jabbott@ Please visit our sites at www. blog. thinking outside the
More informationGlobal Index Briefing: India MSCI
Global Index Briefing: India MSCI February 9, 2018 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-306 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table
More informationEarnings, Revenues, & Valuation: S&P 500/400/600
Earnings, Revenues, & Valuation: S&P 500/400/600 November 5, Dr. Edward Yardeni 516-972-763 eyardeni@ Joe Abbott 732-497-56 jabbott@ Please visit our sites at www. blog. thinking outside the box Table
More informationS&P 500 Industry Briefing: Property & Casualty Insurance
S&P 5 Industry Briefing: Property & Casualty Insurance July 16, 1 Dr. Ed Yardeni 516-972-763 eyardeni@ Joe Abbott 732-497-536 jabbott@ Please visit our sites at www. blog. thinking outside the box Table
More informationS&P 500 Industry Briefing: REITs Composite
S&P 5 Industry Briefing: REITs Composite May, 217 Dr. Ed Yardeni 51-972-73 eyardeni@ Joe Abbott 732-497-5 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table
More informationS&P 500 Industry Briefing: Asset Management & Custody Banks
S&P 5 Industry Briefing: Asset Management & Custody Banks October 8, Dr. Ed Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-56 jabbott@ Please visit our sites at www. blog. thinking outside the box Table
More informationS&P 500 Industry Briefing: Technology Hardware Storage & Peripherals
S&P Industry Briefing: Technology Hardware Storage & Peripherals October 26, Dr. Ed Yardeni 16-972-763 eyardeni@ Joe Abbott 732-497-6 jabbott@ Please visit our sites at www. blog. thinking outside the
More informationGlobal Index Briefing: Taiwan MSCI
Global Index Briefing: Taiwan MSCI July 16, 18 Dr. Ed Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-56 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents Table
More informationGlobal Index Briefing: Major MSCI Stock Markets Revenues & Earnings
Global Index Briefing: Major MSCI Stock Markets Revenues & Earnings May 2, 20 Dr. Edward Yardeni 1-2-3 eyardeni@ Joe Abbott 32-4-30 jabbott@ Mali Quintana 40-4-1333 aquintana@ Please visit our sites at
More informationS&P 500 Industry Briefing: Hotels, Resorts & Cruise Lines
S&P Industry Briefing: Hotels, Resorts & Cruise Lines April, 18 Dr. Ed Yardeni 16-972-7683 eyardeni@ Joe Abbott 732-497-6 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of
More informationS&P 500 Industry Briefing: Agricultural & Farm Machinery
S&P 5 Industry Briefing: Agricultural & Farm Machinery July 5, Dr. Ed Yardeni 51-972-73 eyardeni@ Joe Abbott 732-97-53 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationS&P 500 Industry Briefing: Electronic Equipment & Instruments
S&P Industry Briefing: Electronic Equipment & Instruments January 15, 19 Dr. Ed Yardeni 516-972-7683 eyardeni@ Joe Abbott 732-497-536 jabbott@ Please visit our sites at www. blog. thinking outside the
More informationS&P 500 Industry Briefing: Communications Equipment
S&P 5 Industry Briefing: Communications Equipment July 3, Dr. Ed Yardeni 5-97-7683 eyardeni@ Joe Abbott 73-97-536 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More informationGlobal Index Briefing: Europe Energy Sector MSCI
Global Index Briefing: Europe Energy Sector MSCI November 6, Dr. Ed Yardeni 16-972-76 eyardeni@ Joe Abbott 72-497-6 jabbott@ Please visit our sites at www. blog. thinking outside the box Table Of Contents
More information