11.1.04: Services Report
2 analyst and top management from 2 firms examine the Services sector in this 24 page report from The Wall Street Transcript.

  1. Outlook for Business Services: Christopher Gutek, Morgan Stanley

  2. Knowledge & Consumer Services: Matthew Litfin, William Blair & Company

  3. CEO Interviews (average 2,500 words): Top management from 2 sector firms examine the outlook for their firm and the sector. Firms interviewed include: Digital Angel Corporation and Earl Scheib, Inc.

    Topics covered: Temporary staffing  - GDP growth impact  - Sarbanes-Oxley  - Education space  - Regulation  - Earnings estimates  - Compensation structures  - Staffing and recruiting space  - Stock picks and avoidances 
    Companies covered: Manpower (MAN), Robert Half (RHI), Hewitt Associates (HEW), Apollo Group (APOL), Adecco (ADO), Cendant (CD), Aramark (RMK), Cintas (CTAS), H&R Block (HRB), Jackson Hewitt (JTX), Monster Worldwide (MNST), Hudson Highland Group (HHGP), Corporate Executive Board (EXBD), Charles River Associates (CRAI), LECG Corporation (XPRT), ServiceMaster (SVM), Standard Parking Corp. (STAN), Advisory Board Company (ABCO), Central Parking Corp. (CPC).
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    The Wall Street Transcript does not endorse the views of any interviewee nor does it make stock recommendations.

 

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