Quarterly Outlook2019-02-19T11:31:45+00:00

Quarterly Outlook Archive

Each quarter I prepare my thoughts on where the market has been and which factors are likely to have the biggest impact on investments in the coming three months.

Second Quarter 2019

Our growth stocks continue to steadily appreciate and exhibit significant relative strength compared to the S&P 500. In fact, our Large Cap Growth portfolio just posted its strongest outperformance relative to the S&P 500 and is leading all our other growth portfolios year-to-date, which are also having a good year. Download Now

October 3rd, 2019|Categories: Quarterly Outlook|Tags: |

First Quarter 2019

We remain in a “Goldilocks” environment with low interest rates, steady economic growth, and hope for the future as politicians run around and promise us everything and anything. Amidst the chaos around the world, the U.S. remains an oasis for investors. Download now

April 25th, 2019|Categories: Quarterly Outlook|Tags: |

Fourth Quarter 2018

The stock market has been “re-liquefied” in January and is off to one of the strongest starts in decades, especially for small capitalization stocks that have “melted up.” So far in 2019, stocks are largely responding positively to their quarterly announcements and guidance. Download now

January 29th, 2019|Categories: Quarterly Outlook|Tags: |

Third Quarter 2018

Our portfolios are now in the midst of another stunning earnings announcement season. Already, better than expected third-quarter earnings have been announced from Intuitive Surgical (ISRG), Netflix (NFLX), PayPal (PYPL), Progressive (PGR), and United Healthcare (UNH). Download now

October 26th, 2018|Categories: Quarterly Outlook|Tags: |

Second Quarter 2018

Our growth and dividend stocks have been oscillating with the overall stock market recently, but we expect that one by one, as they post better than expected second- quarter sales and earnings that operational performance may translate in better price action. Download now

July 30th, 2018|Categories: Quarterly Outlook|Tags: |

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