Home » Bear Case Scenario » Bear Case Scenario Equifax $EFX, $ADP, $SGSOY, $MHFI, $EXPGY $DNB, $MCO

Bear Case Scenario Equifax $EFX, $ADP, $SGSOY, $MHFI, $EXPGY $DNB, $MCO

Equifax (NYSE:EFX) is about to release earnings. Ponder this Bear Case Scenario”

Rising interest rates and a drop in mortgage financing is reducing demand for credit checks.

Typically no hedge to currency exposure. So top line will flop around at the mercy of foreign exchange markets.

The product line has less value added and does not compare favourably to competition.

George Gutowski writes from a caveat emptor perspective.