Marketmail

Earnings May Eke Out Small Gain

Week of April 29, 2019

With nearly half (46%) of S&P 500 companies reporting, first-quarter sales are up 5.1% and 77% of companies reported a positive surprise in earnings. Meanwhile, negative 10-year yields in Japan and Germany put downward pressure on U.S. Treasury bond yields, which promotes the ‘Goldilocks’ environment that has fueled the stock market rally this year.

Earnings May Eke Out a Small Gain in the First Quarter! by Louis Navellier April 30, 2019 The S&P and NASDAQ both reached all-time highs on Friday, but the big news last week is that there may be a switch in leadership in the social media

space. Previously, investors seemed worried that Twitter (TWTR) was purging some users. However, last week Twitter posted better-than-expected first-quarter sales and earnings, due largely to the fact that advertisers and users appreciated the… Read More

Hopes for Greater Internet Speed

Week of April 22, 2019

The Dow reached a 7-month high last Thursday and NASDAQ topped 8,000 on Wednesday as both indexes (and the S&P 500) are only a little over 1% below their all-time highs. We expect wave after wave of better-than-expected first-quarter announcements to propel quality stocks significantly higher in the upcoming weeks.

Hopes for Greater 5G Internet Speed Lift the Market Higher by Louis Navellier April 23, 2019 The Dow reached a 7-month high last Thursday and NASDAQ topped 8,000 on Wednesday as both indexes (and the S&P 500) are only a little over 1% below

their all-time highs, set last fall. The biggest news last week was that the Apple (AAPL) and Qualcomm (QCOM) settlement on Tuesday should help both companies move on and proceed to build great 5G products. There is no doubt that 5G, which brings… Read More

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

Investment in equity strategies involves substantial risk and has the potential for partial or complete loss of funds invested. These commentaries are for informational purposes only and are not intended as an offer or solicitation for the purchase or sale of a security. Please read important disclosures at the end of each Marketmail.