Ian Scott
Ian Scott
compared estimates europe months numbers past percent revised risen six united
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.
behavior continue continued cost earnings european favor favors given labor momentum recent unit weakness
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.
stayed surprised
I was surprised it stayed right there so I could go get it.
earnings imports moderation oil prices renewed strong supported
Oil prices should be supported by renewed imports into China. The banks, however, should see some moderation in their very strong earnings momentum.
imports low oil prices remain renewed supported
Oil prices should be supported by renewed imports into China, while multiples remain low in the sector.
banks behind earnings kept market oils pace performance price recent relative sector
Globally, banks sector earnings have not kept pace with the market in recent quarters, while the oils sector relative performance has lagged behind the price of crude.
hard opportunity people prove surprised wait work
I'm not surprised by anything that's happened. I just had to work hard and wait for an opportunity to prove to people what I could do.
certainly games lads looking newton oldest player playing run side win
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.
across area atlantic gaps greatest media performance
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,
consumer cyclical oil products quite rotation seeing stocks
We're still seeing some rotation into more cyclical stocks ... such as consumer products makers, and industrials, ... We quite like oil stocks as well.
accept believe case currency europe european helpful interest local means overweight rates strong unlikely
We would accept that the case for overweighting continental Europe is by no means as strong in local currency terms, as we believe interest rates are unlikely to be as helpful for a continental European overweight as they have been in the past.