Goldman Monday Notes Review
Submitted by lucas20 on Mon, 02/11/2008 - 13:47.
Goldman Sachs (NYSE: GS) has published notes on the following this morning:
- SPX likely to fall 10% "until EPS forecasts reflect recessionary backdrop
- Expect another banner year from fertilizers and biotech seed companies (MON, POT, DD, MOS)
- Pullback in energy is a buying opportunity. Keeping $95/bbl WTI forecast
- Firm is being more "constructive" on restaurants, looking at casual diners
- Brazilian banks coverage initiated with "Attractive" view
- Improved risk/reward on integrated oil and refining companies
- Hardware (tech) risks ahead will trump January success
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