Barron\'s - 30.09.2019

(singke) #1

“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

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