Robert Half International
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Robert Half International - Behind the Numbers
By Anthony Parsons - June 19, 2013 | Tickers: MAN, PAYX, RHI
Today I would like to take a look at Robert Half International (NYSE: RHI) and provide some insight into the company's numbers.
Robert Half provides staffing and risk consulting services in five continents throughout the world. Adding in the company's 1.8% current dividend yield, the performance has roughly matched that of the S&P 500 for the previous 52 weeks.
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Will These Underperformers Become Outperformers?
By Zain Abbas - June 17, 2013 | Tickers: EQIX, IRM, RHI
The Business & Professional Services space has lately outperformed the market as a whole with more than 20% upside since the start of the year as compared to the S&P 500 being up 15%. However, Robert Half International (NYSE: RHI), with only 6% upside to its name, has been a disappointment for its investors.
What went wrong with the company? Should that mean a bearish outlook on this staff provider more »
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Should We Expect Another Rally in This Space?
By Zain Abbas - June 14, 2013 | Tickers: CEB, ECL, RHI
Given the sharp upward move by the market in 2013, it would be a good time to provide an updated assessment of where the analysts see the most value within the business and professional services coverage.
Overall, every company in the business services sector has grown in terms of market cap for the year. However, does that mean that there is no more room for capital appreciation? Which is the more »
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Three Reasons to Expect Tech to Outperform
By Lee Samaha - May 14, 2013 | Tickers: FFIV, ASGN, RHI
It has been a somewhat perplexing reporting season for many companies in cyclical industries. I’ve detected a recurring trend with a number of technology and industrial companies. Simply put, Q4 of last year ended quite strongly, and encouraged a sense of optimism that many companies haven't lived up to in 2013. The result is that many warned and lowered guidance.
Is now the time to take advantage of more »
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Why You Should Stop Worrying About the Economy
By Lee Samaha - April 12, 2013 | Tickers: GE, MSM, RHI
The markets have been concerned over the state of the economy recently. The double whammy of a set of weaker Institute for Supply Management (ISM) reports and disappointing payrolls numbers have had the the bears coming out. Although the direction of the market is not really my concern – I’m market neutral -- the direction of the economy is of great interest. There is more reason to be bullish than bearish more »
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Why You Should Stop Worrying About the Economy
By Lee Samaha - April 8, 2013 | Tickers: GE, MSM, RHI
The markets have been concerned over the state of the economy recently. The double whammy of a set of weaker ISM reports and disappointing payrolls numbers have had the the bears coming out. Although the direction of the market is not really my concern –I’m market neutral- but the direction of the economy is of great interest. In summary I think there is more reason to be bullish than more »
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Which Temp Companies Are Poised to Grow?
By Austin Higgins - March 30, 2013 | Tickers: MAN, ASGN, RHI
When the financial crisis gripped corporate America, contract or temporary worker-positions were among the first to go. At the height of the recession, temporary worker positions dropped by 35% from pre-recession levels. Now, as the economy is expanding, temporary work positions are in higher demand. Even now, temporary positions are still 10% less than what they were prior to the recession.
Job demand will be increasing; so staffing agencies are more »
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Robert Half: Debt Free Balance Sheet With a Superior Operating Margin
By Mark Lin - March 12, 2013 | Tickers: KELYA, MAN, ASGN, RHI
Founded in 1948, Robert Half (NYSE: RHI) is the world's first and largest specialized staffing firm in U.S., and a leader in professional consulting and staffing services. It is also the parent company of Protiviti, a global consulting firm specializing in finance, technology, operations, governance, risk and internal audit. The company's specialized staffing divisions include Accountemps, Robert Half Finance & Accounting and Robert Half Management Resources, for project more »
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Temporary Staffing is Entering the "Bermuda Triangle" of Margin Pressures (Part 2 of 2)
By Adem Tahiri - March 6, 2013 | Tickers: BBSI, KELYA, MAN, RHI, TBI
In part one of this series, we discussed a "Triangle" of likely economic concerns that are due to contract the margins of temporary staffing providers.
To re-cap, they are:
1). Increased volatility (good or bad) in the unemployment rate
2). Increase workers compensation rates, particularly if unemployment drops
3). Increased gas prices
To be clear, while I feel that the temporary staffing market is due for a hiccup, I don more »
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Three Stocks You Must Buy Seeing BRC
By Shweta Dubey - February 12, 2013 | Tickers: CHD, QCOM, RHI
BRC Investment Management incorporates a combination of proprietary, quantitative, fundamentals, and behavioral valuation techniques to identify companies which are going to be beneficial for future earnings and are worth investing. According to the recent 13F filings on Dec. 31 2012, BRC Investment Management has taken twenty two new positions. Among these, I am picking up three stocks: Qualcomm (NASDAQ: QCOM), Church & Dwight (NYSE: CHD), and Robert Half International (NYSE: RHImore »)
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Plenty More Upside in These Employment Stocks
By Lee Samaha - February 6, 2013 | Tickers: ADP, INTU, ASGN, RHI
There are times in investing when the market does incredibly strange things. For instance, consider the case of Robert Half International (NYSE: RHI). Its share price was beaten up in Q3 only to surge over 25% since late November. Have economic and employment prospects really gotten that much better since November? Or to put it another way, were they really that bad in Q3?
Robert Half is International is International more »
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Temporary Employment Trends Favor This Company
By Eric Novinson - February 4, 2013 | Tickers: KELYA, MAN, ASGN, RHI
A temp agency that can supply workers who possess rare skills that employers need has a valuable competitive advantage right now. On Assignment (NYSE: ASGN) provides scientists, engineers, IT professionals, and health care professionals to its clients. The company does compete with established temp agencies that have moved beyond their traditional specialties such as providing production line workers and low level clerical staff. On Assignment benefits from both recent growth more »
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The Key Earnings For The Week (Jan 28)
By Lee Samaha - January 30, 2013 | Tickers: CAT, CL, FB, MJN, RHI
It's another huge week for earnings and while two weeks ago it was all about banking and one week ago it was mainly technology, this week it’s a broad based reporting week. As ever I will try and pick out some highlights or stocks that are emblematic of industry trends or investment themes. I will try to cover some of these companies so if readers have any favorites more »
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This Consulting Firm Is Finally Turning Things Around
By Ted Cooper - January 17, 2013 | Tickers: KFRC, NCI, RECN, RHI
Navigant Consulting (NYSE: NCI) has been under pressure since the recession; after a strong 2008, sales fell nearly 13% in 2009. In addition, the company's margins contracted further during 2009. The combination of falling revenue and shrinking margins has impaired the company's profitability and has sent investors running for cover. However, investors who look closely will find that there is a lot to like about Navigant.
Poor recent more »
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Employment, Mr. Market and The Hard Road to Big Gains
By Adem Tahiri - December 4, 2012 | Tickers: BBSI, DHX, NSP, KELYA, MAN, RHI
"In investing, what is comfortable is rarely profitable." - Robert Arnott
Peter Lynch called the edge to find stocks that the market misunderstands the “power of common knowledge;” it’s essential for small investors to beat the market. Today, I’m going to let you in on a group of stocks so misunderstood they’re certain to “make” your 2013.
The staffing industry is too often associated with employment numbers. That more »
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Can This Small Cap Keep Defying the Experts? (pt. 2 of 2)
By Adem Tahiri - October 31, 2012 | Tickers: BBSI, NSP, KELYA, MAN, RHI |
Kelly Services (NASDAQ: KELYA) is an international workforce solutions provider, headquartered in Troy, Mi. Kelly's shares have bounced wildly from $11.26-$18.09 this year mostly on good or bad employment headlines. However, the stock has outperformed regardless of employment numbers as its beaten analysts expectations the past 11 consecutive quarters; most recently it beat quarterly estimates by 16%! Kelly is set to report earnings again in just more »
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Can This Small Cap Keep Defying the Experts? (pt. 1 of 2)
By Adem Tahiri - October 31, 2012 | Tickers: BBSI, NSP, KELYA, MAN, RHI |
Kelly Services (NASDAQ: KELYA) is an international workforce solutions provider, headquartered in Troy, Mi. Kelly's shares have bounced wildly from $11.26-$18.09 this year mostly on good or bad employment headlines. However, the stock has outperformed regardless of employment numbers as its beaten analysts expectations the past 11 consecutive quarters; most recently it beat quarterly estimates by 16%!
As I’ve previously stated, Kelly Services is one more »
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Five Stocks to Benefit from an Improving Jobs Market
By Andrés Cardenal - October 15, 2012 | Tickers: ADP, LNKD, MAN, PAYX, RHI
Forget about all the political noise for a second -- it’s not useful when it comes to investing in the stock market. A simple analysis of the cold hard numbers shows that the employment situation in the US is getting better, and the recovery is even gaining momentum. There is still a lot of upside room for labor demand in the long term, and these five stocks stand to benefit more »
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Why This Small Cap Stock is (Eventually) Going Much Higher
By Adem Tahiri - September 7, 2012 | Tickers: KELYA, MAN, RHI
Kelly Services, Inc. (NASDAQ: KELYA) is an international workforce solutions provider, headquartered in Troy, Mi. Kelly's shares have bounced around wildly this year from $10.77-$18.09 per share, mostly on employment headlines and numbers. With the most recent quarter in the rear view mirror, this small cap diversified solutions provider, proved once again why it is continuing to improve it's business and deliver on it's more »
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What if Paul Ryan is Right?
By Matthew DiLallo - August 28, 2012 | Tickers: KELYA, LNKD, MAN, ASGN, RHI
“If you don’t address these issues now, they’re going to steamroll the country. And the issue is, the more you delay fixing these problems, the much uglier the solutions are going to have to be.” (CNN, Sept. 2011) – Paul Ryan
I don’t know her name, but it was heartbreaking to see her stand in line. Maybe it was because she appeared to be the age of my more »
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