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To: The Ox who wrote (1281)	11/29/2012 5:54:20 AM
From: The Ox	Respond to of 8288

Goldman’s five strategies for 2013 and S&P 500 targets November 29, 2012, 4:43 AM Goldman Sachs rolled out its crystal ball on Thursday, laying out its stock market targets, investment ideas and top market themes for 2013. Among their big predictions, Goldman is targeting a 12-month target of 1,575 for the Standard & Poor’s 500 index /quotes/zigman/3870025 SPX , which they say implies a 12% potential return on stocks – corporate fundamentas will support continued profit-cycle expansion. Revenues for the S&P are expected to rise by more than 4% in 2013 and 2014, with margins hovering around the current 8.8% to 9%, earnings climbing by more than 6% and the price/earning multiple getting a modest bump — from 13.2 times to 13.8 times by the end of 2013. And that pesky “turbulent political environment that curtailed corporate risk-taking in 2012,” is, whew, going away, says Goldman. The fiscal cliff will be avoided, but taxes will go up and federal spending is coming down. And the U.S. economy will gain strength as the new year progresses, says Goldman, growing 1.9% in 2013 and 2.9% in 2014. Other targets from Goldman: S&P 500 at 1,450 in three months and 1,500 in six months. They also lay out five growth-capturing strategies for the new year. 1) Stocks will outperform treasuries 2) Equities will beat credit returns, though not on a risk-adjusted basis 3) Cyclical sectors will beat defensive sectors — materials, industrials, information technology over consumer stables, telecom and healthcare 4) Double Sharpe Ratio stocks offer high risk-adjusted earnings growth and prospective returns. Here’s an explainer for the Sharpe Ratio explanation and the Double Sharpe Ratio, which includes estimation risk. Rocket science, for sure. 5) Stocks with high sales exposure to Brazil, Russia, India and China will beat domestic-facing firms. Bonus holiday offer: Goldman’s top ten market themes for 2013: 1) Global growth: A ‘hump’ to get over then a clear road ahead 2) More unconventional easing in the G4 3) Termites eat away at the foundations of the ‘search for yield’ 4) Housing stabilization and private-sector healing in the U.S. 5) Euro area a smaller driver of global risk, but still a source of tails 6) Continued divergence between core and periphery in the euro area 7) EM growth pick-up revisits capacity constraints 8) EM differentiation continues 9) Commodity constraint to loosen in the medium term 10) Stable China growth, but not like the old days Termites and private-sector healing. Interesting.

To: The Ox who wrote (1281)	11/29/2012 10:01:28 AM
From: richardred	1 Recommendation Respond to of 8288

On that note:I own GFF. IMO that's a trend worth keeping an eye on. (adult incontinence products ) Clopay Plastics produces and develops specialty plastic films and laminates for a variety of hygienic, health care and industrial uses in the United States and certain international markets. Products include thin gauge embossed and printed films, elastomeric films and laminates of film and non-woven fabrics. These products are used primarily as moisture barriers in disposable infant diapers, adult incontinence products and feminine hygiene products, as protective barriers in single-use surgical and industrial gowns, drapes and equipment covers, as packaging for hygienic products, house wrap and other products. Plastics’ products are sold through a direct sales force primarily to multinational consumer and medical products companies. Plastics employs approximately 1,350 employees. Griffon has its talons in a number of businesses. Its largest, Clopay Plastic Products, develops and produces thin-gauge embossed and printed films, used in infant diapers, adult incontinence products, medical gowns, and surgical drapes. A Home & Building Products segment makes residential and commercial garage doors (Clopay Building) and lawn and garden tools (Ames True Temper). Home Depot is a big customer. Clopay units are part of subsidiary Clopay Corp. Information, communication, and sensor systems, made by Telephonics, are sold to the US Department of Defense and Homeland Security, other government agencies, and defense contractors, such as Lockheed Martin and Boeing. The US represents about 70% of sales. answers.com