Tag: stock valuations

The S&P just published its operating earnings estimates for S&P 500 companies for 2017, and it is an eye opener. And they are even...

Volatility Rising as 2015 Headwinds Linger Into 2016 2016 Stock Market Outlook Summary Growth remains stable with a bias toward acceleration as recovery participation broadens Inflation moving...

The acronym FANG represents what has seemingly become the most popular investment strategy of the last few months. FANG constitutes 4 stocks: Facebook, Amazon,...

Stock buybacks are a conflict of interest which has been exposed primarily through extravagant levels of executive pay and income inequality. As an extension of...

Risk is not a number. Risk is simply overpaying for an asset. Investment managers who avoid overpaying for assets increase their odds of purchasing...

It's been an amazing year for the markets in many respects. The resiliency of U.S. equities in the face of several bearish headwinds (and...

Just how big is Apple Inc. (AAPL)?  We all know it is a huge company - In fact, Apple is the largest company in...

We are in uncharted territory! On so many levels. As you will see in the charts below, many valuation metrics are stretched. The nation’s debt...

Value investors are always on the search for clues. Seeking out undervalued securities involves relentless digging, scratching, and a myriad of valuation techniques to...

When you are managing your retirement portfolio, it makes sense to keep tabs on the economic factors that have reliable correlation to long term...