Capital Goods When to Buy?
In these four short videos Liberum’s Capital Goods Analysts Dan Cunliffe and Ryan Gregory discuss the two major Buy signals that have generated up to 30% returns within 12m and c.50% over a multi-year period. These signals focus on inventories, a key component of the Early Cycle Indicator; until inventories are cut significantly, there is further downside risk. Click here to read the latest note. Click the image below to watch the videos.
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