Updating this article from the last week of December, 2016 and this article from early, 2017, here is an update to the three favored sectors as Q4 ’16 earnings season began: FC – sectorupwardrev122516 (The spreadsheet is dated 12/25/16, but the … Continued
“The great advantage of having a reputation for being stupid: People are less suspicious of you.” Tom’s character from “4 Weddings and a Funeral” ————————————————————– One of the groups we’ve avoided for clients the last few years, has been … Continued
Long being fans of Bernie Schaeffer’s technical research and the work produced by Schaeffer’s Investment Research, we noted this chart over the weekend, put out Sunday by Bernie Schaeffer, that is entitled “Chart of the Week” and discusses Bernie’s view … Continued
CCAR is the Comprehensive Capital Analysis and Review (CCAR) instituted by the Fed and regulators after the Mortgage and Housing Crisis of 2008, that simply means that banks have to get “permission” from the Fed before paying dividends and repurchasing … Continued
One of the best tweets of the week, from Josh Brown (naturally) who linked this Harvard study noting that for individual investors, returns are “extrapolative”. Explained another way years ago by a fellow contributor to TheStreet.com, Gary Dvorchak, individual or … Continued
Why we love Ryan Detrick of Schaeffer’s Investment Research. What is typical for years following a year where SP 500 was +20% ? Right here is your answer. We added to TBF (Treasury short ETF) on Friday. We like scaling … Continued
There are a lot of quality “linkfests” which get distributed daily / weekly. I have to do this since it forces me to read these investors (both men and women). I want to know what this group is thinking. Gary … Continued
The SP 500 as well as many other equity indices finished at all-time highs this week, breaking out of 8-week consolidations, as corporate earnings are coming in ok, but not “shoot-the-lights-out” great. Sometimes, that is all that is needed. Per … Continued
Per ThomsonReuters, the “forward 4-quarter” estimate this week fell to $118.94, from last week’s $119.04, however the year-over-year growth rate rose to 6.34% this week from last week’s 6.04%. The p.e ratio on the forward estimate is now 14.3(x). The “earnings … Continued
Per ThomsonReuter’s This Week in Earnings, the “forward 4-quarter” earnings estimate for the SP 500 rose $0.02 this week to $115.71. The p.e ratio on the forward estimate rose to 14.6(x). With the SP 500’s 2% rally this week, the earnings … Continued