Marketmail

First Quarter Delivered Positive Surprises

Week of May 20, 2019

The economic indicators remain mixed – neither too hot nor too cold – the ‘Goldilocks’ balance we need to ensure continued moderate growth without Federal Reserve intervention to raise (or cut) interest rates. Overall, this creates an ideal environment of steady growth, low interest rates and low inflation.

New Buying Opportunities

Week of May 13, 2019

The fear that trade talks with China might be derailed lowered Treasury yields, which in turn just makes stocks all the more attractive – especially as the post-earnings-season stock buyback binge heats up. As I have repeatedly said, I expect another big wave of stock buybacks in upcoming weeks.

Market Corrections Give Investors New Buying Opportunities by Louis Navellier May 14, 2019 After setting a new all-time high on April 30, the S&P 500 suffered some tough days but is still down only 4.5% from its peak. The stock market

initially got up on the wrong side of bed last week when fears emerged that the Chinese trade negotiations may be breaking down. However, China sent a very large team to negotiate trade deal enforcement details, so the stock market recovered somewhat on… Read More

Surprises and Buy-backs Hold Promise

Week of May 6, 2019

Companies suspend stock buy-backs during the ‘quiet period’ of earnings announcement season, but immediately after their results are announced, they are free to commence more stock buy-backs Since there were $227 billion in stock buy-backs in the first quarter and bond yields have since fallen, I expect stock buy-back activity will pick up in the second quarter.

Earnings Surprises and Share Buy-backs Hold Promise for May by Louis Navellier May 7, 2019 It is starting to get bumpy, but I was encouraged by wave after wave of strong sales and earnings announcements last week. So far, the S&P 500’s

annualized earnings are 5.6% above estimates. We had an incredible April, which is a seasonally strong month that benefits from pension funding and the fact that some of the best earnings surprises tend to be released in April. However, in May, earnings… Read More

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