Analyst Research Report Snapshot

Title:

SEPTEMBER 2011 EDITION OF EDISON INSIGHT

Price:

$10.00

Provider:

Edison Investment Research

Date:

07 Sep 2011

Pages:

142

Type:

AcrobatPDF

Companies referenced:

VSCG.DE 1963.T 3MP.I 6191.TW A7L.L ABCA.L ABGL.L ABL.L ACMG.L ADX.AX ADXN.S AEGR.L AFE.L AFF.V AGP.L AGQ.L AGXG.DE AGY.L AIGOF.PK AKT.L ALDEI.PA ALGETA.OL ALHYG.PA ALK.AX ALLA.L AMARA.L AML.L ANCR.L APHB.PK APS.L AQP.AX ARBB.L ARMG.L ARNR.L ARZ.TO ASH.L ASTX.OQ AUG.L AVG.L AVK.TO AVON.L AVS.L AWEC.BE AYM.L BAB.L BAES.L BAO.L BEL.AX BEZG.L BIOM.L BJU.L BMEC.BO BNO.AX BRC.N BRDY.L BRPI.L BRT.L BRW.L BT.L BTG.L BTH1V.HE BYOT.L BZM.L BZT.L C2F1.DE CAL.TO CAML.L CAU.L CCC.AX CGL.L CHG.L CHRT.L CIR.AX CMS.L COB.L CSRT.L CUCO.BO CUPD.BO CYAN.L CZA.AX DAY.L DDDL.L DEMG.L DKGR.PK DSG.L EBQ.L ECK.L ECRE.L ECV.L ECXGk.DE EHP.L ELR.TO EMED.L EMPR.L ENC.MC EPCT.PK ETO.L EVE.S EVTG.DE FCRM.L FEP.L FGC.V FIBE.BO FORE.SI FWEB.L FXPO.L GASL.L GBGP.L GBR.L GDG.L GDL.L GDO.AX GEM.L GLDP.L GLIF.L GML.AX GPX.L GSJ.MC GUN.AX GWP.L GYG.V HEGY.L HMB.L HPIDF.PK HRG.L HRO.L HSX.L HTIG.L IAE.TO IDGA.L IE.TO IFG.I IKA.L IMM.L IQE.L IROG.PK ISMEN.IS ISSL.L KBCAT.L KBT.L KCOM.L KEMK.L KOPY.ST LHD.L LKNTF.PK LMMT.L LOOK.L LRE.L LSCI.L LSL.L LWB.L

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Summary:

Welcome to the September edition of the Edison Insight. We now have over 350 companies under coverage, of which 244 are profiled in this edition. The book opens with a strategy piece from Alastair George, who believes the probability of recession has risen substantially and has therefore reviewed S&P performance during the last 29 US recessions. Provided valuations are conservative at the start, equity market returns are close to long-run averages during recessions. Credit stress in the banking system will ultimately be resolved by policymakers even if the timing is uncertain. In the meantime, with European equities in particular trading at very low multiples of price/book the focus should be on adding to positions in quality industrial names, for those investors who can accept the short-term volatility. In our sector focus section, Martyn King surveys the insurance sector in the midst of the US hurricane season, and Ian McLelland explains his approach to oils stocks. Afferro Mining, AmpliPhi Biosciences, Epicept, Frontline Gold and Yukon-Nevada Gold have been added this month. Readers wishing more detail should visit our website, where reports are available for download (www.edisoninvestmentresearch.co.uk).

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