All posts tagged "earnings"
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
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
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
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
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
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
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