Marketmail

Stock Buy-backs Rise

Week of April 15, 2019

In this ultra-low interest rate environment, the S&P 500’s dividend yield of approximately 1.85% remains super-attractive. The S&P 500 is up strongly this year despite low earnings projections, but the analyst community has been so aggressive in cutting their earnings estimates that we could be on the verge of another round of positive operating earnings surprises in the coming weeks.

Corporate Stock Buy-backs Rise 59% in First Quarter by Louis Navellier April 16, 2019 Even though the S&P 500 is off to its strongest start in almost a decade, Lipper reported that stock mutual funds had outflows of $39.1 billion in the first

quarter. Some of these outflows could have been attributable to ETFs capturing more market share, but another major reason for the market’s strength seems to be the fact that companies in the S&P 500 repurchased $227 billion of their outstanding… Read More

Off to a Strong Start

Week of April 8, 2019

I keep expecting a correction, but I’m not complaining! We remain in a ‘Goldilocks’ economy of low inflation, slow but positive growth, and lower long-term interest rates (2.50% on the 10-year Treasury bonds vs. 3.24% five months ago), so well-selected stocks remain the best place for our money.

We’re Off to a Strong Start in April by Louis Navellier April 9, 2019 April is seasonally the third strongest month of the year, thanks in part to new pension contributions in conjunction with the April 15 tax deadline. The S&P 500 began April

with a 1.15% gain on Monday and a 2.06% gain for the first week of April. Our friends at Bespoke Investment Group pointed out that when the S&P 500 rises at least 1% on the first trading day in April, historically the S&P 500 has risen by an… Read More

Good Stocks Keep Rising

Week of April 1, 2019

The evidence is clear that today’s market is getting much more selective, due largely to the anticipation of a rapid deceleration in corporate earnings for the next two or three quarters, so this is the time in a recovery cycle when we try to be super-selective in our stock portfolio selections.

Despite Wall Street’s “Scare of the Week,” Good Stocks Keep Rising by Louis Navellier April 2, 2019 A slightly-inverted yield curve continues to spook investors, but our friends at Bespoke Investment Group documented the fact that during the previous

six yield curve inversions, the S&P 500 rose by an average 1.75%, 6.16%, and 8.13% over the next month, three months, and year, respectively. Even more dramatic, after the last four times the yield curve first inverted, the S&P averaged… Read More

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