Tag Archives: stocks

Stocks Don’t Follow the Economy’s Lead

Perhaps more than at any other time, global economic conditions are influencing outlook from investment professionals willing to offer a forecast of the market direction. Economic data reveals significant headwinds that will likely limit Gross Domestic Product (GDP) growth and … Continue reading

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Stocks are undervalued, stocks are overvalued ― depending on direction you look

The significant lack of consensus outlook for U.S. stock markets comes largely from the direction at which differing parties view the market. Those looking forward, basing market valuation on estimated future company earnings believe that markets could be 25+% undervalued. … Continue reading

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If you can’t predict, at least prepare

When we make investment and financial planning decisions for clients, most often we are not able to predict with any certainty how markets will behave, how or when personal or business situations will change, or the timing and impact of … Continue reading

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Important considerations about dividend-paying stocks

News about dividends in the past year has mostly been negative. The number of U.S. companies decreasing dividends in 2009 was the highest since 1955. According to Standard & Poor’s, 804 companies reduced their dividend payouts by over $58 billion. … Continue reading

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News Tribune column for February

Views differ on direction of markets through 2010.
Were the 2000s really a lost decade for investors? Continue reading

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Lowest quality stocks and bonds lead recovery; higher quality investments better place to be now

Among the astounding aspects of the market’s recovery since March 2009 has been the huge disparity in performance between low-quality and high-quality investments. Consider this chart produced by Russell Investments. It demonstrates the relationship between the quality of publicly traded … Continue reading

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Our view of the investment world as we close the book on a volatile decade

(This is a lightly modified version of a letter sent to clients of Brooks, Hughes & Jones December 18.) As we move into 2010 on the shoulders of a giant stock market rally, a phrase from the final episode of … Continue reading

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Should you follow the money into bonds?

Gary’s monthly column in The News Tribune was published today. It reviews cash flow into and out of mutual funds and what that tells us about investor psyche. Despite a rapid global stock market rally, dollars are still flooding out … Continue reading

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Stocks or Bonds for the Long Run?

With the S&P 500 having posted a 60+% gain between March 9 and October 19, many people have begun to wonder whether stocks will continue to be a better bet than bonds when this rapid rally slows. Many sectors of … Continue reading

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