Out go outfits with heavy exposure to cyclical commodities or peculiar accounting practices.
Companies with heavy exposure to raw materials, particularly in the food and beverage segments, have to balance rising input costs with consumer demand.
FORBES: McDonald's Surmounts The Weak Economy: U.S. And Euro Sales Up 6.5%
Its heavy exposure to all the hard-hit economies in East Asia, particularly Thailand and South Korea, left bankers and investors worried about its creditworthiness.
As process manufacturers, chemicals companies are on the upstream side of the overall consumer value chain, with heavy exposure to raw material pricing and energy costs.
The company, reeling from heavy exposure to mortgages and other deteriorating assets, announced a big quarterly loss this week and plans to cut 4, 000 jobs, or 15% of its workforce.
Still, the consumer banking, credit cards and mortgage business remains week and banks with heavy exposure to U.S. consumers may find it difficult to generate significant upside to current stock values.
FORBES: Bank Of America Faces Slow Recovery In Consumer Banking
For this quarter, the firm expects profit margins from the region to be between 8.5% and 9.5%, down from around 11.7% in Q3 due to its heavy exposure to the oversupplied pressure pumping market and a decrease in land based drilling demand.
Marvell and NVIDIA both have heavy PC exposure and downside EPS risk, with NVDA shares having held up relatively well lately.
FORBES: Chips: Seeing Weak Shipments Trends, FBR Slashes Estimates
As another case in point, Farient developed a peer group for one of our manufacturing clients in multiple businesses and heavy international exposure.
FORBES: Who Should Investors Believe When It Comes to Peer Groups?
Karen Olney, strategist at UBS, says it is not too late to buy European stocks with strong sales outside Europe and sell U.S. stocks that have heavy European exposure.
There is a risk that some euro-zone commercial banks could face heavy losses on their exposure to the Greek economy.
Harbour City said the duck was being deflated for a routine inspection and repairs after exposure to heavy waves in the harbor.
Despite its heavy use Dr Haji says, exposure to tear gas is "massively under reported".
It bore bleach marks, possibly from exposure to pesticide or heavy-metal pollution.
The works, made of bronze, heavy steel and mirrors, actually seem enhanced by their exposure to the elements.
Over this same period concern about possible effects of exposure to environmental toxins, including pesticides and heavy metals, has become ever more pervasive.
FORBES: What Caused A Billion Dollar Federal Study Of Child Health To Implode?
In addition to income and hiring outlook, they look at the work environment, including hazards like toxic fumes or exposure to the elements, physical demands like heavy lifting, and stress factors including deadlines, competitiveness and travel.
Companies with significant exposure along with the Northern Gulf Coast stand to suffer heavy losses.
The 2013 NCAA Tournament provides an excellent exposure opportunity for Adidas, a company that remains in heavy competition with other basketball apparel companies such as Nike and Under Armour.
FORBES: Adidas Poised To Make Deep Run In 2013 NCAA Tournament
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