“This bull market
seems pretty
unimpeachable.”
September 23 through September 27, 2019
Index to Statistics
-
15
As September draws to an
end, Tate Sullivan of Maxim Group has
been contemplating third-quarter earn-
ings in the closely watched industrials
sector. Sullivan has raised estimates on
five companies: ABM Industries, Aegion,
Badger Meter, Emcor, and NV5 Global.
“ABM’s rotation to contracts with higher
margins” will offset declines in other mar-
kets, Sullivan predicts. Increased water
utility spending may help Aegion’s water-
pipeline business and metering-technolo-
gy firm Badger Meter. Rising U.S. nonresi-
dential construction activity will benefit
Emcor. And higher organic growth in
NV5’s utility-consulting operations will
fatten its bottom line.
The Trader
Stocks and Politics
Why delisting beat out
impeachment. 3
European Trader
Richemont Shares:
A Little Rich?
The luxury powerhouse
stumbles in China. 6
Emerging Markets
Tricky Bets on a
Battery Boom
Asia leads the pack in
emerging EV tech. 6
The Striking Price
Using Netflix’s
Fear Premium
Betting that King
Content will triumph. 7
Commodities Corner
Silver and Nickel's
Golden Age
Metals rise on global
uncertainties. 9
The Activist Investor
Impact ESG
Firm urges workplace,
governance fixes. 11
Milton Glaser
Our Founder Clarence Barron