Looking To Capex and Capacity For Investment Ideas: Citi - Hedge Fund Alpha (formerly ValueWalk Premium)
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Looking To Capex and Capacity For Investment Ideas: Citi

Future plans for capex spending provide useful insights into the business prospects of the industries receiving the capex orders. Industries or businesses that are unable to supply the demand for their goods or services due to capacity constraints are also able to obtain better prices and improve profitability. “In both instances, there should be incremental earnings potential beyond just GDP trend that investors can jump on as a theme for 2014,” say Citi analysts Tobias M Levkovich, Lorraine M Schmitt and Christina Wood in their Monday Morning Musings issue focused on “Capex Commitment and Capex Constraint.” Capex spending – U.S....

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