FOR  MORE INFORMATION ABOUT SSR’S PRODUCTS & SERVICES, PLEASE CONTACT:
CARL RINALDI at 203-901-1628 or crinaldi@ssrllc.com

 

Sector & Sovereign Research

Stamford, CT

Industrials / Basic Materials

Graham Copley

Healthcare

Richard Evans

Tech / Media / Telecom

Paul Sagawa

SSR LLC

is a differentiated investment research boutique built to provide an essential, yet missing, element of research: the weighting of sub-sectors within broad industrial categories.  By simultaneously maintaining both a broad view of our industries, a fundamentally detailed view of the sub-sectors that make up these industries, and the most interesting stocks that make up those industries, we offer guidance on portfolio composition that we believe is both highly impactful, and otherwise unavailable. Learn More…


Healthcare

Average prices for traditional drugs (e.g. drugs for common chronic conditions, and for relatively non-serious acute conditions) grow rapidly because manufacturers steadily inflate existing drug prices over time. In contrast, average prices for specialty drugs (e.g. for less common debilitating and/or life-threatening conditions) have risen because new products (e.g. Sovaldi) tend to be launched at substantial premiums to the products they replace. Unlike traditional drugs, once launched the prices of specialty drugs tend not to rapidly inflate (though exceptions plainly exist)…Read more

Tech / Media / Telecom

The TMT sector is in the midst of a comprehensive once-in-a-generation paradigm shift driven by the contemporaneous maturation of several key innovations that offer consumers and businesses new and significantly better ways to use information.  In this, we expect the few platforms that control user experiences (AAPL, GOOG, MSFT, maybe AMZN) will capture a disproportionate share of value… Read more

Industrials / Materials

When we wrote about SWK in early April, we noted its indirect leverage to various housing and construction markets. With these markets hardly busting down the doors in 2014 year to date, it is all the more impressive that Stanley was able to post the strong Q2 that it did. The company has shown a clear ability to control costs, and this has contributed to strong operating leverage…Read more   

Financials

Financials Picture Web SizeWith 6-month Libor (6ML) at just over 30 basis points, the deposit franchises of US Commercial banks are contributing next-to-nothing to net interest margins; specifically, we estimate deposit franchises contributed less than 10 basis points to aggregate net interest margins of 3.1% in the first quarter… Read more

Consumer

Shopping Carts This morning, ADM hopped on the M&A carousel and announced that it was acquiring WILD Flavors GmbH for approximately $3.0 billion.  WILD is a peer to companies such as International Flavors and Fragrances (IFF) and Givaudan, producing flavors and taste modifiers. To the point, we aren’t a fan of the deal, for a number of reasons… Read more

SSR LLC ANNOUNCES CARL RINALDI TO JOIN AS A PARTNER AND HEAD OF SALES   

SSR LLC (SSR) is pleased to announce that Carl Rinaldi joined its leadership team on March 11th 2014 as a partner and as Head of Sales.  Carl brings 32 years of experience in the financial markets, the last 22 of which were at Sanford C Bernstein where he was most recently Head of US Hedge Fund Sales and Head of New York Metro Sales…Read more


 

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