In 2016, Technology didn’t do very well with the Nasdaq up 6% – 7% when looking at the full-year returns…
Thomson Reuters I/B/E/S data (by the numbers): Forward 4-quarter estimate: $131.50 vs last week’s $131.95 P.E ratio:17.6(x) PEG ratio: 2.24(x)…
Way back in late, 1999, and early 2000, the SP 500 earnings yield on the SP 500 was roughly 3.3%,…
One of the risks with the time it takes to push through what might be the biggest change to the…
Seth Klarman, a well-known value investor in a recent letter to clients, talked about “perilously high valuations”. In addition, we…