Yearly Archives: 2020

  • Last Week’s Markets in Review: COVID-19’s Impact on Dividends

    Stocks cap off the week, and month of May, with gains. In the U.S., the S&P 500 Index rose to a level of 3,044, representing an increase of 3.04%, while the Russell Midcap Index moved 4.32% higher last week. Meanwhile, the Russell 2000 Index, a measure of the Nation's smallest publicly traded firms, returned 2.87% over the week ... Read More

  • Last Week’s Markets in Review: The Future is Now

    Markets continued to grind higher last week, as positive news related to COVID-19 infection rates in newly reopened states showed a promising trend. Meanwhile, housing market activity proved to be more robust than most had forecast ... Read More

  • Last Week’s Markets in Review: Certain Sectors are Leading Stocks off March Lows

    The major U.S. equity indexes finished slightly lower last week. Early gains stemming from plans to ease lockdown restrictions and optimistic COVID-19 treatment news gave way as the week progressed to downbeat economic and earnings updates as well as increasing tensions between the U.S. and China ... Read More

  • Last Week’s Markets in Review: Evaluating this Bear Market

    The major U.S. equity indexes finished slightly lower last week. Early gains stemming from plans to ease lockdown restrictions and optimistic COVID-19 treatment news gave way as the week progressed to downbeat economic and earnings updates as well as increasing tensions between the U.S. and China ... Read More

  • The Stock Market and The Economy Do Not Always Move in the Same Direction

    The major U.S. equity indexes finished slightly lower last week. Early gains stemming from plans to ease lockdown restrictions and optimistic COVID-19 treatment news gave way as the week progressed to downbeat economic and earnings updates as well as increasing tensions between the U.S. and China ... Read More

  • Consider Size and Country of Domicile When Investing in Quality Companies

    We’ve spent a good deal of time discussing our preference in this environment for U.S. Large Cap Quality stocks, defining quality companies as those that exhibit stable and robust balance sheets absent of excessive leverage, a consistent track record of increased and growing profitability, and a skillful and experienced management team. ... Read More

  • Earnings Season Will Help Illustrate the Impact of COVID-19 on Various Sectors

    Earnings will remain in focus this week, with nearly 20% of S&P 500 companies scheduled to report first-quarter 2020 results. We understand that forward guidance, which is a major driver of valuations, is highly unreliable during our current quandary and that the pronounced dispersion in company earnings estimates from analysts indicates a high level of uncertainty and weak visibility ... Read More

  • The Virus may be Peaking, but has the Stock Market Bottomed?

    The stock market rollercoaster continued its wild ride last week, as U.S. equities experienced their best performing week in decades. In the U.S., the S&P 500 Index propelled to a level of 2,790, representing a gain of 12.14%, while the Russell Midcap Index increased 17.13% last week ... Read More

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