Tag: stock valuations
1Q 2019 Corporate Earnings Season: Predictably Unpredictable
Earnings
With just over 100 companies reported so far in the United States and the bulk of the Canadian earnings season just around the...
If No Recession, Then Stocks Are A Bargain
2019 looks to be lining up as a simple year for investors.
Either a) the bear market has started and a negative wealth feedback loop...
The Investing Challenges of a Post-Peak World
This article was written by Bradford A. Evans, CFA – Portfolio Manager.
Fears that profit margins are about as good as they can get for...
Bull Market Cycle Update: Alive But Getting Skinny
Market cycles don’t die of old age, and that is good news as this bull market cycle can only be described as being “rather...
15 Current Bull Market Assumptions: Is This Time Different?
If all goes well for nine more months, the post-financial crisis economic expansion will become the longest economic expansion in recent U.S. history.
The U.S....
A Walking Contradiction – Warren Buffett
“I have ways of making money you know nothing about.” – John D. Rockefeller
Contradiction
Noun : con·tra·dic·tion ˌkän-trə-ˈdik-shən
A situation in which inherent factors,...
Nike to Under Armour Valuation Gap Swells To Record
Nike (NKE) investors are currently enjoying the widest market valuation gap to Under Armour (UAA) on record.
$125 billion now separates the two athletic apparel...
Stock Market History Says, It’s Not Too Late To Be Early
The golden rule of investing is buy low and sell high. While great advice, it is extremely difficult to accomplish with precision.
Because of the...
Value Investors Long Drought… When Will It End?
At what point during multi-year droughts do farmers begin to wonder if the rain simply won’t ever come? The climate does change, albeit usually...
What Is PE10 Telling Investors About Emerging Market Equities?
Forecasting is hard, especially about the future, but with the right indicators we can make it at least a little less hard.
In today's article...
