Friday, January 2 2009 Strategy
Investment Strategy Date Research Link Analyst Pages Size
Seperating the Wheat from the Chaff • 14-NOV-2008
Bernard McAlinden 177 3.24MB
ESN Earnings Monitor •30-OCT-2008
Bernard McAlinden 25 138000
ESN Fundamental Value Monitor October 2008 •23-OCT-2008
Bernard McAlinden 20 1350
The Making of King Kong •01-OCT-2008
Bernard McAlinden 6 391
Deflation Risks Now Dominant; Expect Significantly Lower
Global Interest Rates Soon
•01-OCT-2008
Bernard McAlinden 5 328
Irish Government Guarantee Creates an Important
Precedent in a Global Crisis
•01-OCT-2008
Bernard McAlinden 5 326
Bank Guarantees- No Major Consequences for Ireland¿s
Finances
•01-OCT-2008
John Cantwell 5 88
Airlines Sector Report: Rollercoaster •26-SEP-2008
Neil Glynn 31 642
ESN European Small & Mid Cap Stock Guide September
2008
•26-SEP-2008
ESN Research 340 7005
Financials Bottoming, Earnings and Central Banks Now
Key
•22-SEP-2008
Bernard McAlinden 7 165
ESN European Earnings Monitor Sep 08 •19-SEP-2008
Bernard McAlinden 10 292
Rapid decline in agri commodity prices to trigger price
deflation
•12-SEP-2008
Paul Meade 19 622
ESN European Earnings Monitor •05-AUG-2008
Bernard McAlinden 8 194
Rescuing the US Mortgage Finance Agencies •15-JUL-2008
Bernard McAlinden 5 328
Are Equity Markets As Cheap As They Look? •10-JUL-2008
Bernard McAlinden 96 1.03
NCB Investment Outlook July 2008 •30-JUN-2008
Constantin Gurdgiev
ESN Quarterly Investment Strategy Report June 08 •23-JUN-2008
Bernard McAlinden 150 3.26
The Macro Implications of a Structurally Strong Oil Price -
A Suggested Template
•20-JUN-2008
Bernard McAlinden 7 154
NCB Investment Outlook June 2008 •03-JUN-2008
Constantin Gurdgiev
Inflation/Interest Rate Monitor •09-MAY-2008
Brian Devine 12 312
ESN Growth Monitor •07-MAY-2008
Bernard McAlinden 11 440
Fund Value Monitor •07-MAY-2008
Bernard McAlinden 16 507
Earnings Monitor 17/04/2008 •17-APR-2008
Bernard McAlinden 10 200
Global MacroEconomy and Equity Markets: Have We
Seen the Worst Yet?
•09-APR-2008
Bernard McAlinden 87 828
ESN - High Yld Monitor •12-MAR-2008
Bernard McAlinden 24 239
STRATEGY QUARTERLY MARCH 2008 •11-MAR-2008
Bernard McAlinden 146 2.65MB
March 2008 - ESN Fundamental Value Monitor •06-MAR-2008
Bernard McAlinden 16 273
Strategy Update - General Market Conditions •06-FEB-2008
Bernard McAlinden 12 264
ESN Fundamental Value Monitor •05-FEB-2008
Bernard McAlinden 16 270
ESN European Earnings Monitor •01-FEB-2008
Bernard McAlinden 8 171
Irish Financials - Buy Irish Banks For Low Risk, Low
Valuations
•25-JAN-2008
David Odlum 42 573
Food Inflation Report •24-JAN-2008
Paul Meade 45 2.18
2008 Outlook •11-JAN-2008
NCB Research 65 1.04
Central Banks Move Decisively To Ease Credit Squeeze •13-DEC-2007
Bernard McAlinden 4 157.8
Germany: So Far, Its Mostly About Sentiment •12-DEC-2007
Bernard McAlinden 19 314
ESN European Earnings Monitor •07-DEC-2007
Bernard McAlinden 8 339
ESN Outlook 2008 Slides •20-NOV-2007
Bernard McAlinden
ESN Outlook 2008 - Nov 2007 •16-NOV-2007
Bernard McAlinden 89 2.09
Irish Market Update- Ireland ¿ Impact of Dollar Weakness
Assessed
•25-SEP-2007
John Sheehan 8 354.3
European Strategy Update •12-SEP-2007
Bernard McAlinden 5 415.99
European Earnings Update •05-SEP-2007
Bernard McAlinden 8 180.3
ESN European Earnings Update •07-AUG-2007
ESN Research
ESN European Earnings Update •20-JUN-2007
Bernard McAlinden 8 148.6
June 2007 - Equity Market Valuation •15-JUN-2007
Bernard McAlinden 12 218.9
Investment Outlook 2007 •09-MAR-2007
Bernard McAlinden 72 1.14
NCB 2007 Irish Equity Stock Guide •02-JAN-2007
John Sheehan 56 6590
European Equities Still Offer Sound Fundamental Value •03-OCT-2006
Bernard McAlinden 13 311
Investment Strategy September •08-SEP-2006
Bernard McAlinden 27 297.5
Strategic Overview & Market Valuation - May 2006 •23-MAY-2006
Bernard McAlinden 47 336KB
NCB - US Yield Curve Dis-Inverts As Global Liquidity
Surplus Fades
•14-MAR-2006
Bernard McAlinden 11 424KB
NCB - European Earnings Update - 09/03/06 •09-MAR-2006
Bernard McAlinden 2 163KB
Investment Strategy - Mergers and acquisitions will drive
European equity markets in 2006 - 2007
•03-MAR-2006
Bernard McAlinden 49 657KB
Investment Outlook 2006 •16-DEC-2005
Bernard McAlinden 55 757KB
Investment Strategy - Equity Markets and Fundamental
Value
•06-OCT-2005
Bernard McAlinden 19 466KB
LONG RUN FUNDAMENTAL VALUE CHARTS FOR
JAPANESE EQUITIES.
•26-SEP-2005
NCB Research 4 79KB
Yuan Regime Change- Far Reaching Potential Implications •26-JUL-2005
NCB Research 4 144KB
Investment Strategy - Outlook Earnings July 2005 •08-JUL-2005
Bernard McAlinden 15 331KB
German Domestic Demand Recovery Plays •06-MAY-2005
Bernard McAlinden 9 238KB
Investment Strategy - Higher Interest Rates Put The
Spotlight On Earnings
•01-APR-2005
Bernard McAlinden 9 203KB
ESN Strategy Flashnote: European Earnings Update
29/03/05
•29-MAR-2005
ESN Research 2 150KB
Surging Commodity Prices And Depressed Real Interest
Rates ¿ A Growing Anomaly?
•11-MAR-2005
Bernard McAlinden 5 128
Investment Strategy - UK Leads In Testing For The Real
Equilibrium Interest Rate
•04-MAR-2005
Bernard McAlinden 6 149KB
Investment Outlook and Stock Selection 2005 •12-JAN-2005
Bernard McAlinden 46 950KB
December 2004: Asset Class Returns •06-DEC-2004
Bernard McAlinden 2 90KB
December 2004 :Dollar & Treasuries Approaching End
Game in 2005
•06-DEC-2004
Bernard McAlinden 2 87KB
Investment Strategy - UK House Builders: Value or Value
Trap?
•03-NOV-2004
Bernard McAlinden 8 377KB
Investment Strategy - The US Electoral Cycle And The
Stock Market
•11-OCT-2004
Bernard McAlinden 3 88KB
Investment Strategy - Review Of Recent Market And
Sector Performances
•11-OCT-2004
Bernard McAlinden 4 76KB
Still Unresolved: A Reflationary Or A Deflationary World? •07-SEP-2004
Bernard McAlinden 12 142KB
Property In The Context Of Alternative Investments •17-AUG-2004
Bernard McAlinden 13 137KB
Investment Strategy & Stock Ideas JUNE 2004 •03-JUN-2004
Bernard McAlinden 43 578
Investment Strategy May 2004: S&P 500 Earnings In A
Long Run Context
•06-MAY-2004
Bernard McAlinden 9 134KB
Investment Strategy April 2004:Fundamental Valuation
Update
•05-APR-2004
Bernard McAlinden 12 215KB
A Top Down Eurozone Equity Portfolio March 2004 •01-MAR-2004
Bernard McAlinden 16 343KB
Investment Outlook January 2004 •14-JAN-2004
Bernard McAlinden 35 646KB
Investment Strategy December 2003: Asset Class Total
Returns
•02-DEC-2003
David Grainger 3 83KB
The Irish Stock Market Is As Liquid As Any Other •06-NOV-2003
Bernard McAlinden 3 61KB
Investment Strategy October 2003: Market Valuation
Update
•06-OCT-2003
Bernard McAlinden 6 168KB
Strategy Comment: Equities in the context of competing
asset classes
•03-SEP-2003
Bernard McAlinden 9 167KB
Revisiting S&P500 Earnings In A Long Run Context •05-AUG-2003
Bernard McAlinden 5 154KB
Investment Strategy & Stock Ideas June 2003 •05-JUN-2003
Bernard McAlinden 32 346KB
NCB Equity Strategy - Post War Equity Strategy Update •07-MAY-2003
Bernard McAlinden 6 163KB
Dividend Yields Re-Visited •03-APR-2003
Bernard McAlinden 6 192KB
Dollar : Euro, Fundamentals now in the Ascendancy •04-MAR-2003
Bernard McAlinden 9 352KB
STRATEGIC GUIDE TO IRISH STOCKS 2003 •30-JAN-2003
NCB Research 81 758KB
Investment Outlook and Stock Ideas •13-JAN-2003
Bernard McAlinden 32 461KB
Cyclical Conditions Moving in Favour of Equities •06-DEC-2002
Bernard McAlinden 12 182KB
Dividend Yields Revisited •05-NOV-2002
Bernard McAlinden 3 86KB
The Case For Equities Relative To Bonds And Cash •05-NOV-2002
Bernard McAlinden 3 97KB
Solid Yields In Europe Can Bridge The Bear Market For
Equity Investors
•03-OCT-2002
Bernard McAlinden 11 216KB
Strategy comment: Equities in the context of competing
asset classes
•12-SEP-2002
Bernard McAlinden 16 201KB
Equities In The Context Of Competing Asset Classes •02-SEP-2002
Bernard McAlinden 12 121KB
Equities Over The Long Run •06-AUG-2002
Bernard McAlinden 9 356KB
Fundamental Valuation Update August 2002 •06-AUG-2002
Bernard McAlinden 3 334KB
Impact of$/Euro & Stg/Euro Exchange Rates on Irish
Companies
•19-JUL-2002
Bernard McAlinden 46 4MB
Assessing Sensitivity to Currency Movements •08-JUL-2002
Bernard McAlinden 8 74
Don't Give Up on European Equities •03-JUL-2002