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Watsco Inc (WSO US)
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10
Analysis
Industrials
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United States
Watsco, Inc. distributes air conditioning, heating, and refrigeration equipment, as well as related parts and supplies. The Company operates various locations in the United States, with primary markets in the Sunbelt.
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bullish
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Thematic (Sector/Industry)
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03 Jan 2017 09:54
Tax Reform Top of Mind for Wide-Moat U.S. Industrial Firms
Shares of diversified industrials have traded up in the aftermath of the U.S. presidential election, frothy with anticipation as a...
Morningstar, Inc.
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1k Views
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bullish
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Thematic (Sector/Industry)
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16 Mar 2016 10:41
Brimming Onshore Storage Forcing Traders Towards Oil Tankers
Oil tanker market has been pretty strong past couple of days with rates on benchmark AG-Japan trade crossing $80,000 per day. Higher number if...
Drewry Maritime Financial Research
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242 Views
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bearish
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Thematic (Sector/Industry)
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25 Jan 2016 10:25
Container Leasing 2016 - Outlook Remains Placid
Stocks down on gloomy industry outlook Source: Bloomberg, DMER Investors suffered massive wealth erosion in 2015, as share prices of container...
Drewry Maritime Financial Research
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1.1k Views
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bullish
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Thematic (Sector/Industry)
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18 Jan 2016 08:26
Tanker Shipping-2016 - Moderation Likely but It Ain't over Yet, The Preferred Investment In Shipping
Moderation likely but it ain't over yet Source: Bloomberg, DMER The uptrend in share prices that started in the tail end of FY14 continued in 2015...
Drewry Maritime Financial Research
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276 Views
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bullish
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Thematic (Sector/Industry)
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11 Nov 2015 00:45
Container Equipment Mergers Here: TAL Int'l to Merge with Triton
Our theme has been to expect some mergers in container equipment and transport equipment owners. NOL and Chinese carriers are also exploring...
Charles De Trenck
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