A Little More Today than Yesterday! Trading Stuff.
BCA on U.S. Equity Strategy – Stay Underweight Consumer Finance, Overweight Machinery
FP Trading Desk submits:
Here are a few things to ponder about the U.S. equity landscape, thanks to Montreal-based BCA Research’s latest note released Thursday.
Software companies have been riding out the recession so far by aggressively cutting back their workforce and depending on a "highly scalable and resilient business model," but BCA does not see this as sustainable.
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