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Analyst Interview Excerpt
Demand Bifurcation & Macro Shifts in Employment - Kevin D. McVeigh - Macquarie Capital (USA) Inc.


Full article published: 07/12/2010


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TWST: Tell us about your coverage universe.
Mr. McVeigh: We recently launched coverage of the business services sector at Macquarie. Our initial phase focused on the staffing sector, including Robert Half, Manpower, Resources Connection, Kforce, TrueBlue, FTI Consulting and executive search firms Korn/Ferry and Heidrick & Struggles. Since then, we have also launched on Iron Mountain, Convergys and First American Corp, which has changed its name to CoreLogic.

TWST: Of these, which do you recommend as "buys?"
Mr. McVeigh: Right now, we've got "buy" ratings on Robert Half, Manpower, Resources Connection, Kforce and Iron Mountain.

TWST: Which do you have "holds" on?
Mr. McVeigh: We have "neutral" ratings on Korn/Ferry, Heidrick & Struggles, TrueBlue, Convergys, FTI Consulting and First American, which is now CoreLogic.

 

Tickers included in this excerpt: CLGX, CVG, FCN, HSII, IRM, KFRC, KFY, MAN, PAYX, RECN, RHI, TBI

 

For more information call (212) 952 7433. The Wall Street Transcript does not endorse any of the comments made by interviewees, and does not make stock recommendations.