Posts Tagged ‘AZN’

Firms Which May Benefit From Yuan Devaluation

June 21st, 2010

The firms in the following list all derive at least 10% of their sales and operating profits from the Asian region and have at least 10% of their total assets there.

Disclosure: No positions

Kenneth S. Hackel, C.F.A.
President
CT Capital LLC
www.credittrends.com

The Other Shoe- Part II

June 17th, 2010

If the equity market were to rise less than 7% this year, the following firms would be particularly impacted. Column 3 shows some firms have expected returns of 9%, which would appear particularly optimistic, especially since all firms on the list have plans that are underfunded by at least $1bil. and have a substantial asset allocation to equities.

Disclosure: No positions

Kenneth Hackel, C.F.A.
President
CT Capital LLC

www.credittrends.com