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(Click for frequent words.) 62 cyclical nature 60 cyclical 54 inherent cyclicality 53 volatility 52 seasonality 52 cyclical downturns 51 cyclicality inherent 51 marketconditions 49 TGS reliance 49 fluctuations 48 economicconditions 48 procyclical 48 cyclical upturn 48 mitigants 47 seasonal fluctuations 46 AspenTech dependence 46 cyclical downturn 46 structural rigidities 45 macro headwinds 45 Aurigen 45 recessionary pressures 45 partially mitigates 45 pricing pressures 44 anduncertainties 44 Fitch Negative Outlook 44 ourbusiness 44 notoriously cyclical 44 Somewhat mitigating 43 WNS ADS 43 impactof 43 Solvency Score 43 risks associatedwith 43 general economicconditions 43 downturns 43 ourability 43 inventory destocking 43 SHKPI 42 variability 42 macro economic 42 Transsib Re 42 tradables 42 structural subordination 42 cyclical upturns 42 Negative Outlook reflects 42 input voltage transients 42 theimpact 42 risksassociated 42 uncertainties 42 Recessionary pressures 42 Overcapacity 41 geographical diversification 41 Offshore Towing 41 drybulk vessels competitive 41 procyclicality 41 diversification 41 industrial interruptible 41 HANA MAX 41 Crisa acquisition 41 disinflationary forces 41 macroeconomic headwinds 41 overcapacities 41 macroenvironment 41 fluctuation 41 cyclical upswing 41 vertical integration 41 MTI MTI Micro 41 regarding Heska 41 risk mitigant 41 factors 41 Magnesia Specialties 40 flywheel UPS 40 partially mitigated 40 BOPET film industry 40 involve risks anduncertainties 40 lumpiness 40 technological innovations adversely affecting 40 variable annuity guarantees 40 economic downturns 40 Margin compression 40 inflationary pressures adversely affecting 40 distortions 40 cyclically 40 seasonal slowness 40 arenot limited 40 derating 40 flattening yield curve 40 SBLIC 40 Merger Arb ETF 40 noncyclical 40 relatively inelastic 40 Somewhat offsetting these 40 Shire plc Attention Deficit 40 ARLP Partnership 40 delevering 40 maturity mismatches 40 overcapacity 40 disciplined underwriting 40 valve actuation systems 40 Cyclical 40 affecting mortality morbidity 39 segments Terex Aerial 39 changesin 39 Synthetic Fuel segment 39 results ofoperations 39 TWST What 39 Petrotemex 39 Excluding acquisitions divestitures 39 currency fluctuations 39 Pure Biofuels ability 39 Positive Rating Outlook 39 cyclical downturns affecting 39 evaporation retardant 39 exogenous factors 39 un levered 39 Downturns 39 FY#e 39 Immtech clinical trials 39 indexation clauses 39 convexity hedging 39 rigidities 39 cyclicals 39 headwinds 39 Negative Rating Outlook 39 hopper railcar 39 Non Correlation 39 Acrylic acid 39 undemanding valuations 39 shareowner value 39 macroeconomic 39 Furthermore Loral 39 unfavorable variances 39 cyclicity 39 otherfactors 39 oligopolistic 39 analyst Maarten Altena 39 andmarket 39 GGB Bearing Technology 39 polyphenylsulfone 39 highly levered 39 structural impediments 39 obligor concentration 39 Timna Tanners 39 underlying fundamentals 39 risk mitigants 39 thereby negatively impacting 39 geographic concentration 38 Illiquidity 38 uncertainities 38 Fluctuations 38 Stable Outlook incorporates 38 Bosna Re 38 incentive accruals 38 pe ratios 38 fundamentals 38 cash flows 38 Mr. Zyblock 38 DRAM NAND 38 predictable cashflows 38 recessionary 38 Adhesives Technologies 38 external shocks 38 Nils Machemehl 38 distributional consequences 38 accommodative macroeconomic 38 myelosuppressive chemotherapy 38 DSL.net s 38 Oxy wholly owned 38 inelasticity 38 downturn 38 releveraging 38 adversely affect Waste Connections 38 CIRe 38 Negative Rating Watch 38 steelmaking inputs 38 degrowth 38 Jon Langenfeld 38 andgeneral 38 technological obsolescence 38 counterparty creditworthiness 38 aftermarkets 38 underperformance 38 geographic diversification 38 Regulated utilities 38 #x #E 38 c Consists 38 Disruptions uncertainty 38 hydrovac units 38 uncertaintiesthat 38 andeconomic 38 Currency fluctuations 38 Fumed Metal Oxides 38 risksand uncertainties 38 recessionary headwinds 38 collimating lens 38 risk averseness 38 macroeconomy 38 fighter jets del Rosario 38 Beta coefficient 38 x fluctuating beryllium 38 covenants contained therein 38 Omer Esiner senior 38 dolomitic lime 38 notlimited 38 market fluctuations investee 38 automobiles consumer durables 38 technology crystalline ingot 37 significantly tougher comparatives 37 goldilocks economy 37 macroeconomic variables 37 uncertainty 37 currency fluctuation 37 seasonal slowdowns 37 badwill 37 without limitation Terremark 37 downswings 37 segments Polymer Additives 37 adversely affect Hologic 37 self insured retentions 37 Electro Re 37 otherrisks 37 ADSI reliance 37 Chlor alkali 37 profitability 37 limiters regulatory 37 segments Orthopaedic Implants 37 railcar loadings 37 tradeables 37 contangoed 37 slowdown 37 downcycle 37 Inc. diversified nonregulated 37 linear pharmacokinetics 37 xxxii 37 SI GaAs 37 unfavorable payor mix 37 Fiberglass Composite Pipe 37 mitigant 37 Specialty Engineered Alloys 37 contingent guaranties 37 styrenic polymers 37 unhedged exposures 37 distort comparability 37 hedge ineffectiveness 37 nonGAAP 37 CompAir acquisition 37 competitively advantaged 37 Nicholas Aberle 37 counter cyclically 37 mar kets 37 affecting Amarin 37 NYSE CEG Constellation NewEnergy 37 asymmetric shocks 37 Harsco Infrastructure 37 valuation multiples 37 DTVG 37 balance sheet deleveraging 37 PREPA 37 geopolitical uncertainty 37 Invitel Holdings operates 37 dilutive effect 37 Fabricated Products segment 37 inventory restocking 37 forecastable 37 Lonpac 37 Rupee appreciation 37 vagaries 37 mispricings 37 secular tailwinds 37 DCPM 37 Chk1 inhibitors 37 Chlor Alkali 37 softness 37 FAD variously defined 37 NIPPONKOA Asia 37 divestures 37 nonlinearities 37 Predatory pricing 36 impair Lillian Vernon 36 risks anduncertainties 36 cyclically depressed 36 Adjusted EBITDA excludes 36 Buhl Rasmussen 36 Omtool periodic reports 36 Currency fluctuation 36 derate 36 Yoshinori Nagano senior 36 refined glycerin 36 dislocations 36 Heathrow Gatwick Stansted Southampton 36 uncertainties impacting Sirit 36 DSM Fibre Intermediates 36 Pedro Galdi 36 GEROVA underwrites insurance 36 beta coefficient included 36 attractively valued 36 Polymer Intermediates 36 inherent 36 Keiko Onogi 36 Long Term Liquidity Considerations 36 distortionary 36 analyst Frank Mitsch 36 offers x# microprocessors 36 Underperform recommendation 36 Daniel Petree dean 36 nondeductible expenses 36 amort 36 cogging 36 PVC additives 36 analyst Wim Hoste 36 FFO FAD 36 synchronous SRAM 36 commoditisation 36 subsidiary OxyChem manufactures 36 Marketweight 36 xxxiii 36 BUSINESS RISKS 36 folding carton packaging 36 Patrik Schwendimann 36 varistor 36 PET polymers 36 appreciating Rupee 36 procyclical effects 36 Thina Saltvedt 36 Electronics Fluid Handling 36 Maine Timberlands 36 quasi monopolies 36 generalist verticals 36 andconsumer 36 temperature coefficient 36 capacity utilisations 36 profitablity 36 inventory restocking fade 36 analyst Nicholas Heymann 36 A#/P# 36 visit www.modine.com 36 disequilibria 36 Dorinco 36 TSCorp 36 Multimarket 36 cargo drybulk 36 Cytogen dependence 36 earnings preannouncements 36 temperature coefficients 36 liabilities slippage 36 i# implanters 36 overweighting 36 C#Q# 36 viii 36 selembu 36 businessand 36 DRAM ICs 36 Downside risks 36 Ansel interpreted 36 C4 Processing 36 thequarter 36 polymer intermediates 36 Crisil Joshi 36 oversupplied 36 JLG acquisition 36 Engineered Materials Merchandising 36 CastlePoint Re 36 nonrecurring items 36 Dmitry Silversteyn 36 enplanement declines 36 #,# ADMTs 36 STECO 36 assigned Negative Outlooks 36 seasonally weak 36 exogenous shocks 36 magnesium castings 36 Orkla Materials 36 duopolistic 36 lubrication oils 36 beta coefficient 36 differentiation 36 RR Donnelley periodic filings 36 capital expenditure CAPEX 36 payor mix 36 thereby inhibiting 36 Attractive valuations 36 Frank Mitsch 36 thefinancial 36 Utility Proprietary 36 pushouts 36 loan origination volumes 36 redundancy scalability 36 Canadian sedimentary basin 36 BB IDR 36 predictability 36 NA Silicone 36 Revises Rating Outlook 36 TranSwitch indebtedness 36 nearterm 36 Therein lurks 36 Diversification 36 retooling shutdowns 36 Cyclically 36 dunnage bag 36 ceded reinsurance 35 Supplies Distributors 35 Pa. Chaka Fattah 35 CHARLES GATES 35 Nasdaq LCAPA 35 xxvii 35 ROCE 35 rubber intermediates 35 equilibria 35 Including Reseller 35 Badishkanian 35 visit www.adm.com 35 downtrading 35 withrespect 35 pharma FMCG 35 Negative Outlooks 35 growthand 35 prepayment speeds loan originations 35 substitutability 35 anti scalant 35 opg 35 equilibrate 35 Delvag 35 deflationary tendencies 35 volatilities 35 #mA LDO 35 nation bakers pizzerias 35 Stable Outlooks 35 Mr Pensabene 35 seaborne thermal 35 upturns 35 KFSI 35 commodity supercycle 35 Avista Utilities assumes 35 Narrowly focused 35 Rehaut wrote 35 dealer floorplan ABS 35 PalWeb 35 RoEs 35 Imo LSC Portland 35 FY# #E [002] 35 suchforward looking 35 7ACA 35 Stable Rating Outlooks 35 DMFCs 35 creditworthy counterparties 35 distributional impacts 35 Acetyl Intermediates 35 Compressco 35 bulk amorphous alloys 35 Telecom Mil Aero 35 Engineered Films Division 35 Company CETCO Oilfield 35 undemanding valuation 35 ACPL K# 35 bond indentures 35 ample liquidity 35 VIX ETNs 35 Widespread joblessness 35 Phthalic anhydride 35 Zinc Specialties 35 #.#x EV EBITDA [001] 35 requirements xxii 35 Maintain Neutral 35 regressivity 35 yield curve flattens 35 Marketable Alternative 35 #.#:# #.#:# #.#:# [002] 35 manufactures composite prepreg 35 detrimentally impacts 35 unplanned disruptions 35 unfocused conglomerate 35 Seasonality 35 TFG CLO 35 uncontrollable variables 35 Polycold 35 undercapitalization 35 amortizable intangible assets 35 please visit www.ldksolar.com 35 Bacterin proprietary 35 undercapitalisation 35 woefully lagged 35 hydrodynamic bearings 35 segments 35 xi unanticipated 35 Infrared Optics 35 infinite recyclability 35 Casiopea Re 35 nonutility operations 35 blast furnace pellet 35 Sharps Compliance focuses 35 marketable peptide 35 Counterparty Credit 35 Exousia Evergreen 35 trichlorosilane 35 BFSR reflects 35 Christophe Donay strategist 35 analyst Roman Szuper 35 Kiichi Fujita 35 Amorphous silicon 35 imputed rents 35 drybulk 35 CyberDefender expectation 35 OOK ETF 35 Publication Classified Ad 35 Jupiterimages respective 35 Ibersecurities adds 35 levered balance sheet 35 Mr. Kelertas 35 harmonic filters 35 markets 35 Biegelsen wrote 35 Commodity Chemicals 35 Feinseth 35 graphite cathodes 35 imprudently incurred 35 seasonal variations 35 Lance Locurto 35 delevered 35 hypobaric hypoxia 35 hardware Retalix ISS# 35 packaway 35 Elsevier http:/www.elsevier.com/ 35 #.#x #E [001] 35 fluid viscosity 35 LionMark Insurance Company 35 react flexibly 35 Intensifying competition 35 petro chemical industries 35 highly leveraged 35 nonlinear distortion 35 Fitch Issuer Default 35 indebtness 35 DAC unlocking 35 Luke Folta 35 leadtimes 35 STOCK PACKAGING primarily 35 dividend payout ratios 35 BFSI Telecom 35 HVAC refrigeration 35 nonutility businesses 35 Exxon Mobil Pantina Oil 35 nylon textured yarns 35 +# ° F 35 MAp airports 35 structural imbalances 35 Offsetting 35 fracture proppant 35 Thierry Lacraz strategist 35 RPT TREASURIES Bonds 35 bona fide hedgers 35 QGIR 35 noninsurance 35 DHHA 35 ii Immtech ability 35 Andreas Weese 35 andfinancial 35 FuelQuest solutions 35 uncertainties materialize Shire plc 35 visit http:/www.tronox.com 35 NMHG Wholesale 35 flat yield curve 35 sizing segmentation 35 affirmative covenants 35 Slightly offsetting 35 Zi OEM 35 neuronal excitability 35 assigned Negative Outlook 35 promotional cadence 35 stall short circuiting 35 contra cyclical 35 ceteris paribus 35 PETER PASSI covers 35 Silver Wheaton purchases 35 Reiterates outperform 35 Packaged Goods Life 35 Sectorally 35 polyester resins alkyd resins 35 Specialty Fluids Business 35 deflationary pressures 35 Vijay Jayant 35 Jafz 35 reportable segments namely 35 di dt 35 Fitch IDR 35 monoliners 35 industr 35 telecom datacom 35 amortisations 35 silicon oscillator 35 non durables 35 NMJ Radio show 35 destocking 35 underweights 35 HG LV 35 ceramic capacitor 35 Supermetals Business 35 BB Issuer Default 35 Nortek Holdings 35 corrosive environments 35 diversifications 35 Satoru Ogasawara 35 ferroalloy segment 35 unlevered balance sheet 35 uncertainties materialize Shire 35 outperformance 35 borrower depositor 35 Macquarie Jerram 35 seasonally weaker 35 CareerStaff 35 couldcause 35 Viwat strategist 35 biggest bordello Artemis 35 EHSK 35 involuntary attrition 35 Eugen Weinberg commodity 35 flatter yield curve 35 xv 35 EPCTD 35 METALS Copper dips 35 Sub metering 35 ay y basis 35 non linearities 35 asset reflation 35 production ratios RPR 35 GIBGIB 35 NPV IRR 34 Ample liquidity 34 #.#x FY#E ABV [001] 34 deploy MDCE services 34 Theseforward looking 34 fluctuate unpredictably 34 regarding allosteric modulators 34 refrigeration lubricants 34 newsflows 34 performanceand 34 KIPCOKIPCO 34 BY JENNIFER BABSON 34 rupee appreciation 34 Metretek Florida 34 Raphael Bostic associate 34 surgically implanted electrodes 34 instabilities 34 #x FY#E [002] 34 adopting SFAS #R 34 diesel aftertreatment 34 unconcentrated 34 hydrogenate crude oil 34 thermal coefficient 34 HDI Industrie 34 vii IBC 34 Weinswig wrote 34 parasitic capacitances 34 domestic andinternational 34 Schoeller Bleckmann 34 hydrocarbon feedstocks 34 securitization exposures 34 seasonally slower 34 Inc ITW.N 34 nonmetallic mineral products 34 eV PRODUCTS division 34 Tightness 34 solder reflow 34 theforward looking 34 liquidity 34 intertemporal 34 RADEON XPRESS #M 34 Flu epidemics 34 Integrated Nylon 34 Michael Taiano 34 retailing wholesaling 34 Michael Ciarmoli 34 automotive stampings 34 custom folding carton 34 Marc Kennis 34 shakeouts 34 governmental payors 34 Rs.#.#cr 34 Suji De Silva 34 Advance Agro 34 Partnered Brands segment 34 Guy Gecht CEO 34 Lordsburg Mining District 34 Fac Re 34 WACKER FINE CHEMICALS 34 BFSI telecom 34 ROACE 34 Maleic anhydride 34 non tradables 34 Slackening demand 34 externalities 34 macro 34 hopper railcars 34 Reiterate Buy 34 Chesapeake NYSE CHK 34 YCharts Pro 34 Engineered Products Segment 34 pleiotropy 34 Outperform recommendation 34 polyethylene polypropylene 34 FCGH 34 overhang 34 render Cree 34 forwarda ^ looking 34 ability tosuccessfully 34 ourproducts 34 GFNorte 34 heavier weighting 34 MAPK signaling 34 realizability 34 MicroTel 34 Takuji Okubo chief 34 analyst Hunter Keay 34 Raiffeisenbank analyst 34 xvii 34 profitabilty 34 Shire Attention Deficit 34 Adipic acid 34 chlor alkali 34 ratemaking principles 34 Meijer paleontologist 34 Hönle Group 34 consummating acquisitions 34 highly leveragable 34 liberalization deregulation 34 Refinery shutdowns 34 Refractories segment 34 Equities Fixed Income 34 restructuration 34 +# ° C. [001] 34 +# deg C [002] 34 relative outperformance 34 razor razor blade 34 Tee Sze Chiah 34 inflation outturns 34 silicones quartz 34 negative externalities 34 e mail lifestyle@readingeagle.com 34 Jan Ihrfelt 34 voltage transients 34 causeactual results 34 viscose staple fiber VSF 34 acquisitions divestitures joint ventures 34 FY#E #E 34 Diversified Chemicals 34 surety bonding increased 34 overleveraging 34 ALTANA Chemie 34 foundry coke 34 DSG Canusa 34 Philip Lawlor 34 generic oral contraceptive 34 forma forma 34 Hallmark Cards Incorporated 34 flyback converters 34 aluminum extruded 34 lieutenant governor Dennis Daugaard 34 EBDITA margins 34 Industrial XLI Bearish 34 MtM gains 34 infrastructural bottlenecks 34 auto ancillaries 34 coincident index measuring 34 statementsare 34 Cyclical stocks 34 con sumer 34 contrarion 34 Engineered Support Structures Segment 34 Banks.com s 34 BP insurer QBE 34 Moody KMV provider 34 IT GRCM 34 recessionary trends 34 actin myosin interaction 34 states Gerhard Schedler 34 Specialty Resins 34 capital expenditures 34 exotic alloys 34 Ratio BCAR 34 tubular steel products 34 Somewhat offsetting 34 TAMCO 34 disciplined acquisitive 34 renewably produced 34 divestitures 34 CreditWatch listing 34 Geographical diversification 34 involve anumber 34 capex 34 Surface Specialties 34 restrictive covenants contained 34 WECO 34 econo mic 34 multilayer ceramic capacitors MLCC 34 CDIY 34 BioForce Nanosciences actual 34 uncertainties inherent 34 facility Kelsan Technologies 34 recessionary tendencies 34 nonrecourse financing 34 Excess volatility 34 STEC SSD 34 nonrecurring expenses 34 drybulk shipping 34 exogenous shocks ie 34 deterministic jitter 34 diversifying geographically 34 non tradeables 34 stainless tubular steel 34 plywood drywall 34 projectory 34 commoditization 34 analyst Dilip Sarangan 34 Mkts choppy 34 AspenTech periodic reports 34 TAKKT Group 34 Steven Wieczynski 34 Industrial Specialties 34 Sheer Miracle received 34 Metal realty 34 Engineered Films 34 HO Woltz III 34 leverageable 34 complementary agronomy feed 34 reacceleration 34 BioGold Fuels 34 Richard Tortoriello 34 analyst Stephen Tusa 34 market.â € 34 Energy today gives 34 metalworking fluid 34 #bps QoQ [001] 34 prudential requirements 34 EIG Ansvar 34 toreflect 34 Berkelder 34 MSEK -# [002] 34 Cheaper airfares 34 Partially offsetting these 34 Harry Tchilinguirian senior 34 Helal Saeed Almarri CEO 34 Vitesse designs 34 negative spillovers 34 inventory replenishment 34 oligopolies 34 AFX NEWS BRIEFING 34 orally bioavailable mimics 34 strategy GlobalData summarization 34 Bill Crousser 34 gum rosin 34 categories threaded fasteners 34 aromatics olefins 34 bayonet mounts 34 Restrictive covenants 34 dis synergies 34 macro prudential instruments 34 OPV DSC 34 Titanium alloys 34 photovoltaic inverter 34 guaranty insurers 34 Engineered Polymers 34 MIICL 34 dependence 34 screenprint channel 34 looking statements.These 34 Incurring debt 34 IBD Composite 34 Balter wrote 34 PVC Additives 34 SmartCertify 34 MAPFRE RE 34 emPROM 34 CPUs GPUs 34 Clyde Rawls 34 Baqoubah north 34 DeLisle Miss. 34 Affiliated Insurers 34 Filmed Entertainment Television 34 Nasdaq MANU 34 P Es 34 Tom Chruszcz 34 These statementsare 34 nonutility 34 offinancial 34 Calvin Klein IZOD ARROW 34 mildly dilutive 34 Ozark Eldon 34 Variable annuities involve 34 economys 34 work stoppages slowdowns 34 forfaiting 34 breakbulk cargo 34 constipating effects 34 Infor Cisco Systems 34 nat cat 34 RJ Hottovy CFA 34 Ansvar 34 property catastrophe reinsurance 34 resins polymers 34 choppiness 34 Alumina AWC 34 Intertainment Media owns 34 levered balance sheets 34 Milan Vanicek 34 FIDAC serves 34 Dimension BST 34 prodynorphin gene 34 Polo Jeans Company 34 deleverages 34 Company nanocrystalline materials 34 Coating Resins 34 monoline exposure 34 credit analyst Takahira 34 Promotions.com subsidiary 34 NeoResins 34 consumer discretionaries 34 wildfire MacCracken 34 Rapid industrialization 34 diminishes predictably 34 affirmation reflects 34 CAUTIONARY STATEMENT Statements 34 optionality 34 skewness 34 Bank Oyens 34 linear amplifiers 34 Mokrzan 34 Though downshifting tad 34 EDITDA 34 expansionary macroeconomic policies 34 convexity 34 BPE Segment 34 ERK activation 34 Nortel Networks enriches 34 O2Micro logo SmartCardBus 34 Stilmar 34 tin whiskering 34 deflationary downward spiral 34 negative newsflow 34 Sector Snap Analyst 34 risks 34 oilfield casing tubing 34 Textainer expectation 34 Upgrades Issuer Credit 34 infill submarkets 34 titanium dioxide feedstock 34 Household Durables 34 Competitor Companies G.1 34 Chief Executive Johan Karlstrom 34 steeper yield curve 34 dampens vibration 34 MBRs 34 LIFO adjustments 34 brightness LED HBLED 34 Pls redistribute 34 millisecond anneal 34 mso font pitch 34 Bunge Limited Bunge 34 museum Julie Setlock 34 Conglomerates sector 33 Secure Computing periodic 33 Lenthor 33 counter cyclical 33 Yasushi Hoshi strategist 33 NBCR risks 33 Lin Yueqin researcher 33 Unit IBU 33 Price Strength Rating 33 forint weakening 33 prudentially regulated 33 relative underperformance 33 derisking 33 BFSI verticals 33 Diogenis Papiomytis 33 acute poisonings 33 Mean reversion 33 Steven Chercover 33 turbulences 33 Fluctuation 33 Issuer Default Ratings IDRs 33 sensing resistors 33 Ethylene Oxide Ethylene Glycol 33 Constellation NewEnergy www.newenergy.com 33 IMGRC 33 interferon IFN 33 Optocoupler 33 subprime mortages 33 § #-#-# [005] 33 M &A; finance 33 developed PokerPro automated 33 volatilty 33 cross subsidization 33 BOLI COLI 33 Financial XLF Bearish 33 andcost 33 Highly leveraged 33 Pseudo SRAM 33 tiring Derek Lowe 33 reflation trade 33 un remunerative 33 efficiency ratio teb 33 covenant lite deals