Posts Tagged ‘Portugal’

Weekly Recap & Outlook – 06.15.12

Friday, June 15th, 2012

Tower Private Advisors

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  • Markets expecting some Federal Reserve help?
  • Important Greek elections coming up

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Weekly Recap & Outlook – 06.01.12

Friday, June 1st, 2012

Tower Private Advisors

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  • Spain getting ready to circle the toilet bowl
  • A fix for emotion-driven investing
  • Lousy payrolls report

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Weekly Recap & Outlook – 03.16.12

Friday, March 16th, 2012

Tower Private Advisors

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  • The VIX is too low . . . really?
  • Goldman Sachs
  • Bank stress tests
  • Portugal next?

We recently hosted seminars in Fort Wayne and Warsaw, presented by First Trust Portfolios. You can click here and here to see the slide packs. Here’s a quick list of bullet-point takeaways from the first presenter, First Trust’s Chief Investment Officer, Bob Carey.

  • Stocks are quite undervalued – among other things, earnings yields (inverse of P/E) are very high.
  • Investors should favor the cyclicals sectors, like Industrials and Materials companies.
  • Discounted Cash Flow valuation methodologies suggest most undervalued sectors are Technology, Industrials, Consumer Discretionary, and Financials
  • 2012 will be the year that marks the rise of Treasury yields.

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Wierd headline: “Safety in Emerging Markets Bonds”

Monday, August 1st, 2011

It used to be that a headline like the one attached to the story below would have seemed incongruous. Now, we just shake our heads and realize it’s a sign of the times and the current state of affairs. (Click on the story for the full version.)

 

Given the state of global finances, perhaps we shouldn’t find this surprising. Here is a look at debt-to-GDP levels for advanced and developing countries, the constituents of which are defined by FTSE. The developed countries are represented by the blue bars, while the emerging countries are shown in green. Averages are shown in the respective colors.

 

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Weekly Recap & Outlook – 07.08.11

Friday, July 8th, 2011

Tower Private Advisors

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  • Gimme a “p” . . . gimme an “i”  . . . gimme a “g” . . . gimme an “s” . . . what’s that spell?
  • Ugly payrolls report

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