All posts tagged "earnings"

  • Thomas Lee - Fundstrat Global Advisors
    Tom Lee: Earnings Recession is Ending

    Last week on CNBC, Thomas Lee, co-founder of Fundstrat Global Advisors, provided his current outlook for the markets.

    • Posted August 18, 2016
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  • Jeffrey Saut - Raymond James
    Bullish Jeffrey Saut Sees Stock Market Transitioning

    This morning Raymond James strategist Jeffrey Saut told CNBC viewers the stock market was transitioning to an earnings driven market.

    • Posted August 11, 2016
    • 0
  • Mario Gabelli - Gamco Investors
    Mario Gabelli Talks About Some of His Favorite Stocks

    Long-time market observer and chief investment officer of Gamco Investors, Mario Gabelli, was recently interviewed on Bloomberg Television’s “In the Loop” and shared his views on the economy and stocks with Betty Liu and Dominic Chu. Gabelli...

    • Posted January 13, 2012
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  • Big Cap Tech Appears Cheap

    Mike Santoli of Barrons recently commented on whether large cap technology stocks (HPQ, IBM, INTC, MSFT, ORCL) are truly inexpensive. What once was one of the most expensive sectors of the market has become amongst the cheapest...

    • Posted August 12, 2010
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  • David Rosenberg Claims Market Is More Expensive Than Ever

    Graham Summers reports that based on traditional measures of earnings, the market is the most expensive in history coming out of a recession. His views are backed by David Rosenberg, former Merrill Lynch economist. They claim, based...

    • Posted October 22, 2009
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  • John Cochrane, "Stocks could easily fall a lot more"

    In a well-written and researched piece in the Wall Street Journal, John Cochrane questions, “Is Now the Time to Buy Stocks?” His conclusion is that stocks are priced at their long-term averages in relation to dividends and...

    • Posted November 15, 2008
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  • Monaco Coach Purchased

    Monaco Coach (MNC, 2.45) was purchased yesterday to increase the allocation to equities in the aggressive portfolio. MNC has suffered along with the other makers of RVs recently due to the high price of oil. If oil...

    • Posted July 10, 2008
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