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Tag Archives: stock market
Q2 Profits Look Weak; Strategists Will Cut S&P EPS
In our July 9 post, Second Quarter Earnings – How Bad Will they Be?, we answered: Bad enough to compel strategists to eventually cut their 2012 S&P 500 EPS estimates from $103-$105 to $100. While $100 still seems reasonable, the tone … Continue reading
Mrs. Biggs’ Secret Stock Market Formula
Wall Street superstar Barton Biggs, who died last week, was one of Morgan Stanley’s high-profile equity strategist, appearing regularly on CNBC and in Barron’s annual investment roundtable. Unlike many sell-side big shots, he actually invested in the stock market. Biggs eventually … Continue reading
Are Dividend Growth Stocks Overvalued?
Dividend growth stocks are so 2011. Yesterday, a portfolio manager was interviewed on CNBC. “What are you recommending?” ” We like high quality dividend growth stocks.” “Everyone says that.” Sometimes, “everyone” is not wrong. Perhaps because equities are generally out of … Continue reading
Second Quarter Earnings – How Bad Will They Be?
Wall Street strategists are forecasting 2012 S&P 500 EPS of $100-$105. After fairly good first quarter results, their estimates edged up toward $105, but macro deterioration has brought numbers down to around $103. My guess is that ultimately (i.e., next March) … Continue reading
Fidelity vs. the S&P 500
Wall Street is a selling machine, and investors are constantly hearing about spectacular gains from this or that fund or money manager or investment vehicle. Even if these reports are true, they may not be sustainable, may entail excessive risk, … Continue reading