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Raymond James Equity Research employs more than 60 research analysts dedicated to providing insights and context that help investors connect the dots in key industries and across national borders, and make informed investment decisions. They cover over 1,100 companies in nine highly focused industries – consumer, energy, financial services, healthcare, industrial, mining, real estate, technology and communications, and transportation – and collaborate to produce detailed supply chain surveys, reports and industry updates.
Please see below for brief overviews of some of our recent in-depth equity research reports. The full reports are available to clients via their financial advisor, institutional salesperson or other Raymond James representative. Institutional clients can access our equity research by logging in below. If you would like to learn more about becoming a client of Raymond James, please contact us. For all relevant equity research disclosure, visit the Disclosures and Definitions page.
Initiating Coverage in Beauty, Personal Care and Household Products
We are taking a relatively constructive view of the sector and overall favor quality over momentum and beauty over traditional household and personal care companies. Our report lays out our view for the overall sector and our approach for valuing equities within the sector.
RV Having Fun Yet? Initiating Coverage of the Recreational Vehicle Industry
Demand has been particularly strong over the past 10-plus years since the Great Recession. The key driver here appears to be a more diverse demographic and an influx of first-time buyers seeking safe, socially distanced and family-oriented activities, with the RV lifestyle checking all the boxes.
A Primer on Liquid Renewables
Conventional biofuels (corn ethanol, sugarcane ethanol and soybean biodiesel) are already in mainstream use, while next-generation biofuels (dominated by renewable diesel) have been slower to scale up but look to grow into the future, especially with the backdrop of the “energy transition” from an investment standpoint.
Screening Passes Our Screens: Initiating on Genomic Diagnostics
We are expanding our coverage in diagnostics with a key focus on genetics and oncology, particularly on players entering the large and exciting minimal residual disease (MRD) and early detection/screening markets. These markets, while still relatively nascent, are some of the largest opportunities in all of healthcare and rightfully have garnered significant investor attention.
Equity Investing Through Economic Cycles: A Comprehensive Analysis
In this report, we analyze equity returns across major U.S. indexes used for benchmarks and various industry sectors within those indexes across various economic cycles since 1999. We utilize the shape of the yield curve to define early, mid, and late economic cycles.
Strong Housing Outlook Promises Better Days for Lumber
After a quarter of unprecedented volatility in the lumber markets, recent pricing trends seem to be indicating stabilization. We continue to see a positive outlook for higher stabilized commodity pricing moving into 2022, driven by 1) an expected re-acceleration of U.S. housing starts activity as homebuilders aggressively open a wave of new selling communities for 2022; 2) production curtailment announcements continue to grow in high-cost regions; and 3) excess inventory finally clears from saturated big box retailers and treaters.
Canadian Self-Storage Association Highlights Robust Demand, Rising Construction Costs and Falling Cap Rates
Throughout the pandemic in 2020, the Canadian self-storage industry remained resilient as operators quickly moved many functions online, while physical stores remained open with added safety measures. In 2021 YTD, storage facilities have experienced greater move-in activity and lower move-outs, which has increased occupancy levels and improved storage pricing power.
Resuming Coverage of Content Delivery Networks
We believe the CDN companies represent an important part of the telecom ecosystem and are well-positioned in the world of data. Specifically, CDNs ride on and are located on top of the telecom carriers; facilitate the streaming and data services that cable, telco and wireless customers consume, generate, and utilize; and are located inside the data centers that house, exchange and transport this growing amount of global data.
Hybrid is the End Game
Enterprise storage suppliers have embraced the concept of “If you can't beat them, join them” when it comes to the adoption of public cloud support and capabilities. We assert that the real endgame is a hybrid or multi-cloud environment that will include on-premises private clouds and public clouds. Enterprise buyers have come to recognize the high expense of the public cloud rental economy, while appreciating the value of flexibility.
Sustainable Aviation Fuel 101: What It Is, Who Is Making It and Why This Matters for ESG
Within the transport sector, aviation presents the toughest challenge for decarbonization. Broadly speaking, four options are available to airlines: two that are already in common use (fuel efficiency and carbon offsetting) and two that are still in the early stages of scaling (renewable jet fuel and electric aircraft).
Outlook for Bank Regulatory Policy: Catalysts Ahead for Regulatory Action
An inflection point may be ahead in terms of an uptick in regulatory actions, shifting views on bank M&A, and consumer protections/crypto scrutiny rising on the list of agency priorities. With appointments for top regulatory posts lagging behind initial expectations, an uptick on regulatory actions may be guided by personnel changes at the Fed and an acceptance of key policies being guided by acting agency heads.
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