Samra likes it at 15 times 2011 estimated earnings, thanks to a "tailwind" from health care and educational institutions farming out catering.
It's better to identify companies in industries with a tailwind from a new product cycle or where investor expectations are misaligned with earnings prospects".
On the other hand, areas that have taken a beating, such as home builders and construction-related products, are getting a tailwind from Mother Nature's wrath which, human tolls aside, is paving the way for a rebound in the sectors that will benefit from the massive rebuilding that lies in store for the Gulf Coast.
He notes, however, that when Coca-Cola and McDonald's were posting strong results from overseas during the recession, drawing a tailwind from revenues reaped in the stronger euro and repatriated into U.S. dollars, it may have given other companies an idea.
Rising power, anxious state The princelings are coming Beware the middle-income trap Deng & Co The long arm of the state Getting on Universalists v exceptionalists Sources & acknowledgmentsReprintsArthur Kroeber of GK Dragonomics, a consultancy, says the country still enjoys a considerable tailwind from urbanisation and a huge potential for productivity gains as it adopts new technology.
All of that — and a little tailwind from links in The New York Times — has resulted in good search engine optimization and increasing numbers of inquiries each year.
And having recovered from a nasty banking crisis in the 1990s through their own efforts (albeit with a favourable tailwind from the world economy), Finns are hostile to bail-outs.Finland might also have least to gain from keeping the euro show on the road.
stocks are riding a free currency tailwind from a weak U.S. dollar.
We believe that the company should benefit in 2013 from a tailwind of low cost inflation, and anecdotal evidence from peers suggests that trading is strong.
If it switched from a tailwind to a headwind, for example, the competition was paused to avoid putting the later jumpers at a disadvantage.
