【出版时间及名称】：2010年1月北美投资文摘
【作者】：摩根斯坦利
【文件格式】：PDF
【页数】：80
【目录或简介】：
31 Banking - Large Cap Banks
Market Concerns over Proposal
Are Overblown
Betsy L. Graseck, Cheryl M. Pate, Matthew Kelley
35 Insurance - Life/Annuity
Hartford vs. Lincoln: Head-to-
Head Comparison Underscores
Our Strong Preference for LNC
Nigel Dally, Hayley Busell, John O'Connor
45 Apple International Growth,
Margins, and Tablet Increase Our
C2010 EPS Estimate by 13%
Katy L. Huberty, Mathew Schneider
INVESTMENT
PERSPECTIVES
Strategy and Economics
3 Morgan Stanley Best Ideas List
5 US Economics
Higher Yields Won’t Kill the Economy
Richard Berner
7 US Credit Strategy
Delivering on Deleveraging
Rizwan Hussain, Adam Richmond
9 Equity Derivative Strategy
Cyclical Sector Hedging
Sivan Mahadevan, Christopher Metli et al.
11 Global Equity Strategy
Mega-Caps Finding their Way Back?
Jason Todd, Gerard Minack
13 Europe Equity Strategy
Sell Into Strength
Edmund Ng, Teun Draaisma
15 Euroland Economics Whither Greece?
Elga Bartsch
17 Commodity Strategy
Crude Oil Fundamentals Improving;
Raising Oil Price Forecast
Hussein Allidina, Seth Kleinman
Opinion Changes
 Downgrades
19 Energizer Holdings
Downgrade to Equal-weight on Battery Pricing
Risk and Recent Stock Outperformance
Dara Mohsenian, Scott H. Shapiro
21 Plains Exploration & Production
Improved Outlook Now in the Price; Downgrade
to Equal-weight
Stephen Richardson, Sameer Uplenchwar,
Stuart Young, Brian Lasky
23 Wal-Mart de Mexico Bull Case Is Not Certain;
Downgrading to Equal-weight
Lore Serra, Jeronimo De Guzman
(continued)