I’ve been following Brett Pogany and the human capital-oriented finance newsletter his company, Stifel, Nicolaus and Company, puts out. Here’s a blurb from their recent hold recommendation on Monster:
- We remain cautious on all our Human Capital Solutions stocks, including Monster. While growth in international markets continued to offset U.S. weakness in 1Q08, we believe signs of slowing in key European markets, including France and the U.K., have the potential to gain momentum as European trends tend to lag those of the U.S.
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