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.

Fourth Quarter 2019

INVESTMENT COMMENTARY & Outlook January 27, 2020 2019 was a year of great stock market performance and flat earnings. In some respects, it was the opposite of 2018 when earnings were up more than 20% while stocks were down. Yet if we take the averages for both years for both EPS growth and stock performance, the two years were pretty normal—on average. The 4th quarter of 2019 will be the last lackluster quarter for the S&P [...]

January 28th, 2020|Categories: Quarterly Outlook|Tags: |

Third Quarter 2019

INVESTMENT COMMENTARY & Outlook October 9, 2019 Our dividend growth and conservative growth stocks are “locked and loaded” for the upcoming third-quarter announcement season. We are exiting the seasonally weak months for small-to-mid capitalization stocks and are now on the verge of when small-to-mid capitalization stocks tend to surge from an early “January effect” and remain strong well into the New Year. Download Now

October 9th, 2019|Categories: Quarterly Outlook|Tags: |

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: |

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