From the Thomson Reuters earnings data: Fwd 4-qtr est: $169.19, down a smidge from last week’s to $169.25 PE ratio: 16.85x PEG ratio: 0.75x SP 500 earnings yield: 5.94% vs last week’s 5.97% Year-over-year growth of fwd est: +22.40% vs … Continued
The President didn’t help the Growth/FAANG/Momentum crowd this morning with his tweets targeted at Amazon. Looking at the above table, as of this weekend, it looks like Growth is maintaining its “alpha” over Value, although large-cap is seeing less … Continued
Late Friday, November 17, 2017 @SentimentTrader posted this to Twitter: Interesting. Will we get the typical seasonal rally into the last 6 weeks of the calendar year ? ———————————————————————————————————- The earnings update will be out Sunday morning, November 19, 2017. … Continued
Reading a good blog this Monday night, it was somewhat surprising to read that this blog author was worried about the flattening yield curve and was avoiding the Financial sector. His reasons were solid, but I think that easier regulation … Continued
Above are two charts of the Russell 2000 (IWM). The first shows the IWM breaching its 200-day moving average last week, although the bottom of the chart shows the oversold nature of the Russell 2000 today. The 2nd chart … Continued
FC – Value vs Growth The financial media of late is talking about the “growth vs value” debate, and the out-performance of growth since the 2009 market bottom. Growth has certainly performed better vs value investing, particularly the first six … Continued
Here is our update from this time last year:http://fundamentalis.com/?p=5427 Growth was clearly winning the “style’ game, with a very slight edge to small-cap growth in 2015. This year, it has been all about Value investing, in terms of style returns. … Continued
Energy and Basic Mat are just 10% of the SP 500, but commodities as an asset class have been at the bottom of the asset class return table for the last 5 years. However that began to change in February … Continued
Readers know that as a huge fan of Bespoke Research, I like to copy and paste some of their work to this blog as a source of reader enlightenment (hopefully). Yesterday’s Bespoke Key ETF performance recap (dated November 30, 2015), … Continued
The most striking aspect to the SP 500 since July 1 is the performance differential between “Growth” and “Value” within the SP 500 and really, within mid-caps and small caps too. The drubbing biotech took this week may start to … Continued