Related by context. Frequent words. (Click for all words.) 50 underlying fundamentals 49 Fundamentally 48 Does McWilliams 48 Longer term 48 Fred Ketchen manager 47 directionally 47 weā 47 toppy 46 derisking 46 analyst Robin Bhar 45 Naomi Fink 45 GSJB Were 45 Tsutomu Soma bond 45 technically overbought 44 Bart Melek 44 macro headwinds 44 Fred Ketchen director 44 Joe Terranova 44 Mark Vitner economist 44 supercycle 43 Mr Foulsham 43 Darren Heathcote 43 bearishly 43 Guy Adami 43 Intuitively 43 analyst David Thurtell 43 fundamentals 43 GEOFF CANDY 43 Tjornehoj 43 rate sensitives 43 volatility 42 economist Brian Redican 42 Ian Nakamoto director 42 seasonally weak 42 macroeconomy 42 cyclical downturn 41 delever 41 cyclical upturn 41 Nick Bennenbroek head 41 Ambareesh Baliga 41 yield curve 41 Notablecalls 41 balance sheet 41 PE ratios 41 relative underperformance 41 Mr Klusman 41 Strategically 41 optionality 40 volatilities 40 Chip Hanlon 40 relative outperformance 40 upward bias 40 Ian Stannard senior 40 think 40 rerating 40 fundamentally 40 Bernard McAlinden investment 40 inverted yield curve 40 underleveraged 40 Kenichi Hirano operating 40 payout ratios 40 WAYNE McCURRIE 40 Seyrafi 40 outperformance 40 inflection point 40 commodity prices 40 thatā 40 bottomed 40 Deepak Mohoni 40 de levering 40 reacceleration 40 valuations 40 ECONOMIST 40 Ms Saly 39 yield differentials 39 Operationally 39 macroeconomic 39 profitability 39 Leon Westgate 39 Outperform recommendation 39 Tom Bentz analyst 39 Pollyanna ish 39 Underperform recommendation 39 Firas Askari head 39 Rupkey 39 Conceptually 39 Overvalued 39 troughed 39 diversification 38 Analysts 38 TWST What 38 attractively valued 38 Peter Jankovskis co 38 Noritsugu Hirakawa strategist 38 Darren Heathcote head 38 Jamie Spiteri 38 cashflows 38 structurally 38 Bollinger bands 38 repricing 38 Industry watchers