Credit Suisse Weekly
Finding value in current markets
- For investors seeking US stocks with attractive valuations we have a number of recommendations. We also have a list of European stocks with good dividend yields which remain our call.
- Tuesday, September 02 - 2003 at 13:46 |
A more positive outlook for global equities
- Shares in oil services giant Halliburton are undervalued at current levels, and trade at a 30pc discount to its peers Schlumberger and Baker Hughes. The high oil price and positive demand trends for natural gas continue to provide solid fundamentals for the oil sector.
- Tuesday, August 26 - 2003 at 11:39
Doubts that US rally will continue
- Continued problems with both the US budget and trade deficit and a weak labor market should prevent a further extension of the present market rally.
- Tuesday, August 19 - 2003 at 14:10
Not a lot of surprises expected
- As the earnings season comes to a close, investors should once again turn their focus to corporate news and macroeconomic data. Among these, the FOMC rate decision, the advance retail sales for July, the trade balance for June, the consumer price index, and the industrial production index for July will be released this week.
- Wednesday, August 13 - 2003 at 22:01
Still cautious on the US stock market
- Within our cautious view on the broad US market we have filtered two trading opportunities: Halliburton and Cardinal Health Inc. We also reiterate our buy recommendation on ENI which comes with an attractive dividend yield.
- Monday, August 04 - 2003 at 18:16
DaimlerChrysler is our top auto stock pick
- DaimlerChrysler remains Credit Suisse's favourite pick among the auto stocks. This week should shed some more light on the European economic outlook with a slew of important data.
- Tuesday, July 29 - 2003 at 09:44
Time to sell Placer Dome Inc
- After a 32% increase in share price since our recommendation on March 17, we recommend to sell the gold mining stock Placer Dome Inc (PDG, $12.15, CSFB: Outperform). Italy's ENI SpA (ENI, EUR14.284, CSFB: Outperform) could become the first European oil producer to develop Russian oil and natural gas, according to the company CEO.
- Monday, June 23 - 2003 at 17:37
Take some profits on oil stocks
- Near term we recommend investors to take some profits in our recommended oil stocks ConocoPhillips and Exxon Mobil. Meantime, the steel maker Arcelor confirmed its objective to achieve EUR 300 million in merger related synergies.
- Monday, June 16 - 2003 at 15:07
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