The Canadian regulatory environment offers lower allowed returns than its U.S. peers. The recent Belize expropriation demonstrates how Caribbean operations offer higher growth opportunities but at a substantially higher risk. The company operates noncore hotel and commercial real estate assets,
Pernod Ricard is well-positioned in the premium spirits category. Should the global economy weaken, cost-conscious consumers may switch to cheaper brands.Alcohol is highly taxed and regulated. Governments may take actions that reduce the demand or availability of Pernod's products.The company has
Linde's portfolio transformation will benefit shareholders, but we expect it to underperform.
Pearson holds a leading position in U.S. education publishing and assessment testing.
Higher food costs on the horizon likely will weigh on near-term profitability.
Ann Taylor is poised to benefit from improved merchandising and a leaner structure.
Orient is slowly gaining traction on pricing in the post-recessionary environment.
Family Dollar rejects Trian Group's offer, reiterates commitment to long-term strategic plan.
We believe Cheesecake Factory is a solid operator with substantial growth potential.
The9 is struggling to replace lost revenues from its former World of Warcraft license.