Where Opportunity Is Found - Research & Analysis on Thomson Reuters Corporation (USA) and Iron Mountain Incorporated - msnbc.com

HONG KONG — This morning, www.MarketFoundations.com announced new reports highlighting Thomson Reuters Corporation (USA) (NYSE: TRI) and Iron Mountain Incorporated (NYSE: IRM). Free research downloads are available at www.MarketFoundations.com/index.php?coa=TRI&cob=IRM.

With markets in correction mode, investors are looking to quantify an accurate model, weighing positives and negatives of the months ahead. Upcoming negative pressures include China's slowdown, the European recession, the end of the Fed's Operation Twist stimulus program, continued geopolitical risks, election uncertainty, and potential 2013 budget bombshell of tax hikes and spending cuts. Meanwhile, positive offsets are driven by central banks (particularly China) cutting rather than hiking rates, deceleration in fuel and food prices, increase in consumer sentiment and resulting retail sales, signs of improvement in housing sales and new strength in auto production schedules.

Despite the current situation, our team continues to identify high momentum situations with growth potential -- there remains strong opportunity within careful discretion.

Market Foundations is releasing new coverage on Thomson Reuters Corporation (USA) for its current position within the technology industry. Thomson Reuters Corporation (Thomson Reuters) is a provider of information for the world's businesses and professionals. The full research report on Thomson Reuters Corporation (USA) (NYSE: TRI) is available here: www.MarketFoundations.com/index.php?coa=TRI.

Market Foundations has released research on Iron Mountain Incorporated for its changing role within the technology industry. Iron Mountain Incorporated (Iron Mountain) provides information management services. The Company offers records management services, data protection and recovery services and information destruction services. It has a diversified customer base consisting of commercial, legal, banking, healthcare, accounting, insurance, entertainment and Government organizations. The full research report on Iron Mountain Incorporated (NYSE: IRM) is available here: www.MarketFoundations.com/index.php?cob=IRM.

About Market Foundations
By providing members with financial information services, we provide the foundation investors need to build investing intelligence. The difference between consistently making good investments or bad investments is nothing more than the right information at the right time.

© Marketwire 2012

View the original article here

Crowds are not always where best opportunities are found - News-Press

A lead-in from the Food Network show ?Chopped? seems appropriate: 308 companies, 744 portfolio managers and analysts, 30 minutes to tell their story.

Some will impress, and some will be chopped from consideration.

Over three days there were 39 half-hour time slots. And, with eight simultaneous presentations, in eight different rooms, it was an experience in death by PowerPoint. Three of us planned a coordinated effort to garner what information we could.

Following are a few random gleanings from the housing sector:

A startling contrast was evident by the presentations of two different but sizeable housing providers. One is a name virtually everyone has heard, with operations in 50 markets (call it company T). Revenues are in the $2 billion ballpark.

Housing ?company T? has lost money in two of the last four quarters, and management openly expressed concern about consumer confidence and an economic relapse. Yet, they claim to have enough land now, and continue to buy more for future use.

In stark contrast is ?company O?. This housing company operates in the U.S., Canada, and Australia. I?d not heard of them before as they are not classified as a housing company. Their specialty is quickly constructed housing in the oil patches worldwide.

The concept is working, as 2012 revenues are projected to exceed $4 billion. They have made at least $2/share in each of the last 8 years. Revenues increased at least 40 percent, and earnings jumped even more in the last four quarters.

As management stated, they follow the drilling rigs. One difficulty they do have is lodging for their construction site workers. Don?t laugh; they use Winnebagos or other motor homes to solve that problem.

One company stuck in the old way of doing business and battling to break even, while another goes where the need exists. Yet, the room was SRO for the ?company T? presentation and about half full for that of ?company O.? Go figure!

At dinner I saw an attractive young female with a Spartan Marching Band sweatshirt. She graduates this term from Michigan State with a degree in music education, and will soon be a high school band director in Wyoming ? it was her best offer. She?s going where the need exists.

View the original article here