stock pickers guide, may 2002, csfb quantitative & equity derivatives strategy

26

Upload: ryan-nolan-renicker

Post on 25-Dec-2014

417 views

Category:

Documents


4 download

DESCRIPTION

Source: CSFB Quantitative & Equity Derivatives Strategy, May 2002. Survey CSFB fundamental research analysts on what they believe are the factors to watch when picking stocks.Survey is segmented by sectors and industries.Provide this analysis to complement our quantitative analysis. We approach sectors and industries from both quantitative and qualitative perspectives and also list potential pitfalls to avoid. Sectors highlighted in report include: Consumer Discretionary, Consumer Staples, Energy, Financials, Health Care, Industrials, Information Technology, Materials, Telecom and Utilities.

TRANSCRIPT

Page 1: Stock Pickers Guide, May 2002, CSFB Quantitative & Equity Derivatives Strategy
Page 2: Stock Pickers Guide, May 2002, CSFB Quantitative & Equity Derivatives Strategy
Page 3: Stock Pickers Guide, May 2002, CSFB Quantitative & Equity Derivatives Strategy
Page 4: Stock Pickers Guide, May 2002, CSFB Quantitative & Equity Derivatives Strategy
Page 5: Stock Pickers Guide, May 2002, CSFB Quantitative & Equity Derivatives Strategy
Page 6: Stock Pickers Guide, May 2002, CSFB Quantitative & Equity Derivatives Strategy
Page 7: Stock Pickers Guide, May 2002, CSFB Quantitative & Equity Derivatives Strategy
Page 8: Stock Pickers Guide, May 2002, CSFB Quantitative & Equity Derivatives Strategy
Page 9: Stock Pickers Guide, May 2002, CSFB Quantitative & Equity Derivatives Strategy
Page 10: Stock Pickers Guide, May 2002, CSFB Quantitative & Equity Derivatives Strategy
Page 11: Stock Pickers Guide, May 2002, CSFB Quantitative & Equity Derivatives Strategy
Page 12: Stock Pickers Guide, May 2002, CSFB Quantitative & Equity Derivatives Strategy
Page 13: Stock Pickers Guide, May 2002, CSFB Quantitative & Equity Derivatives Strategy
Page 14: Stock Pickers Guide, May 2002, CSFB Quantitative & Equity Derivatives Strategy
Page 15: Stock Pickers Guide, May 2002, CSFB Quantitative & Equity Derivatives Strategy
Page 16: Stock Pickers Guide, May 2002, CSFB Quantitative & Equity Derivatives Strategy
Page 17: Stock Pickers Guide, May 2002, CSFB Quantitative & Equity Derivatives Strategy
Page 18: Stock Pickers Guide, May 2002, CSFB Quantitative & Equity Derivatives Strategy
Page 19: Stock Pickers Guide, May 2002, CSFB Quantitative & Equity Derivatives Strategy
Page 20: Stock Pickers Guide, May 2002, CSFB Quantitative & Equity Derivatives Strategy
Page 21: Stock Pickers Guide, May 2002, CSFB Quantitative & Equity Derivatives Strategy
Page 22: Stock Pickers Guide, May 2002, CSFB Quantitative & Equity Derivatives Strategy
Page 23: Stock Pickers Guide, May 2002, CSFB Quantitative & Equity Derivatives Strategy
Page 24: Stock Pickers Guide, May 2002, CSFB Quantitative & Equity Derivatives Strategy
Page 25: Stock Pickers Guide, May 2002, CSFB Quantitative & Equity Derivatives Strategy
Page 26: Stock Pickers Guide, May 2002, CSFB Quantitative & Equity Derivatives Strategy