Lori Calvasina

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Last quote by Lori Calvasina

Materials ... and large cap household and personal products (which has ranked high on our large cap industry group scorecard) stand out as likely beneficiaries of a weaker dollar. For both, earnings revisions and relative performance trends have been inversely correlated to the dollar, and they both have high international revenue exposure.feedback
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Jul 21 2017
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which Lori Calvasina is associated, including Russell and S&P. Most recently, Lori Calvasina has been quoted saying: “Materials ... and large cap household and personal products (which has ranked high on our large cap industry group scorecard) stand out as likely beneficiaries of a weaker dollar. For both, earnings revisions and relative performance trends have been inversely correlated to the dollar, and they both have high international revenue exposure.” in the article When the dollar is falling, here are the stocks that work.
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Lori Calvasina quotes

Sep 13 2016

I think as money rotates out of … these expensive dividend yield plays – things like staples, utilities, REITs – I think it's going to have to find a home somewhere. There aren't a lot of places to go.feedback

Jun 28 2016

Longer-term, we see deeply compelling valuations in small-cap relative to large-cap and in large-cap banks relative to the broader market. But it is difficult to get excited about either in the short term, as both have consistently lagged in the pullback phases associated with post-2009 financial market shocks.feedback

Jun 28 2016

Small caps continue to look deeply compelling relative to large cap, in what is a deep and broad-based story. Even if small caps lag shorter term due to general risk aversion, we think a historic opportunity in small caps has emerged that is both deep and broad based.feedback

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