PSCI News and Press, PowerShares S&P SmallCap Industrials Portfolio From 06/10/22

Although sales and earnings beat estimates in Q2, earnings revisions continue to get dialed down. Despite strong backlog numbers, Inflation and supply chain headwinds continue to cause problems. The 50-month moving average of under $38 now remains a clear target. Shareholders will...

In this article, I start by explaining why the bull case for coal, in general, is doing so well based on supply, demand, and geopolitical tensions. One of the best ways to play this is by buying CONSOL Energy. This company has well-diversified exposure, a healthy balance sheet, higher...

Kaman became a pure-play aerospace company just ahead of the pandemic, an ill-timed move with the benefit of hindsight. The company has seen tough times in 2020 and 2021, something which created a long-lasting impact on the share price. The company made a nice bolt-on deal for Par...

How similar will the next three or five years look from the years that immediately preceded the pandemic? And what are the implications for us as global equity investors? We don’t expect anything like the hyperinflation and stagflation we experienced in the 1970s; our outlook s...

Shares of construction supply distributor GMS Inc. (GMS) are off 25% from their January 2022 high as a softening of steel prices combined with higher fuel and labor costs impact. Furthermore, mortgage rates above 5% may signal a cooling off of the red-hot residential real estate marke...

Industrial production increased 1.1% in April following a 0.9% gain in March, a 1.0% increase in February, and an 0.8% rise in January. Total industrial capacity utilization increased 0.8 points to 79.0% from 78.2% in March, the highest since December 2018. Industrial output poste...

Encore easily beats earnings estimates in the first quarter. The absence of debt and the demand push to keep on increasing manufacturing capabilities is bullish long term. Daily chart, valuation, and profitability trends all point to a rising share price here. For further de...

Barnes Group shares continue to make lower lows due to strong headwinds in the Industrial segment. Earnings and sales projections continue to be dialed down. We look at how these trends have been affecting the company's dividend. For further details see: Barnes Group: Di...

Alamo Group has been seeing record revenues, but margins held profits back to some degree. Supply chain issues, chips shortages, inflation, and other risks create a turbulent environment, as demand is still strong, at least for now. Shares have fallen back quite a bit from last ye...

We believe the conflict in Ukraine may turn out to be less critical for equity markets than the upcoming turn we anticipate in the economic growth cycle. In the near term, we expect the S&P 500 Index (S&P 500) to continue to recover from its March trough. We expect the dis...