Ian Scott may refer to: (wikipedia)
It is the media area where the differential performance has been greatest and where we feel the valuation gaps across the Atlantic now look most extreme,
We continue to maintain a bullish stance towards European stocks for 2006. The combination of still low valuations and the prospects that earnings will continue to grow suggests a continued positive stance.
The weakness of the dollar is having some impact on the market. The weakest sector is the auto sector -- that is an area of the market that has displayed a high degree of sensitivity to currency movements.
Oil prices should be supported by renewed imports into China, while multiples remain low in the sector.
Oil prices should be supported by renewed imports into China. The banks, however, should see some moderation in their very strong earnings momentum.
Earnings momentum now favors Europe. Given the continued divergence in unit labor cost behavior between the two regions, coupled with the recent weakness of European currencies vis-a-vis the U.S. dollar, momentum should continue to favor Europe.
In many of the games the oldest player in the side is 21 or 23 and the lads are playing really well. We are looking for a win over Newton and I think we will certainly give them a run for their money.
We're still seeing some rotation into more cyclical stocks ... such as consumer products makers, and industrials, ... We quite like oil stocks as well.
As rates rise globally, we are approaching the point at which equity investors will eventually 'tip' and start viewing lower bond prices as a negative for stocks rather than the other way around.
In Europe, (earnings) numbers are still being revised up, ... Estimates have risen by 11 percent in the past six months in Europe compared with 6 percent in the United States.
