Valuations
Reasons To Own More Stocks
Looking for reasons to own more stocks? Doug Ramsey has a whole bunch of them.
Seeking "Normality" In Abnormal Times
Extrapolate the current state of affairs into the future at your own risk - “normalcy” is bound to return at some point.
Market Valuations: What Would Ben Graham Do?
With stock market “fundamentals” seemingly worse than at any time since World War II, we revisit the methods of the founding father of fundamental security analysis.
The U.S. Is Leading The Foreign Markets, But For How Long?
· The U.S. is leading the foreign markets, but for how long?
Normalized Earnings…..A Primer
Normalized P/E ratios show stock market to be cheap, but what are “normalized earnings”? We present our methodology and rationale is this month’s “Inside The Stock Market” section. While U.S. stocks are cheap, foreign stock markets look even cheaper.
The Beginning Of The End.....Yes, We’re Talking About The Bear Market
September was a horrible month for the stock market, but now is not the time to be selling stocks. We believe a market bottom is close at hand, and this month’s “Inside The Stock Market” section presents several of our “big picture”, historical market studies to provide support for this belief.
Stock Market In High Inflation Environments
High Inflation typically is NOT a good environment for stocks, but we don’t believe the CPI will move to the “high” inflation environment.
The New Nifty Fifty—Time To Become A Believer Again?
These once elite companies have continued to turn in good earnings growth. The problem had been that the prices had moved far too high. After a few years of declining prices, the valuations are once again looking very compelling.
Bottom Fishing The Regional Banks
GS Scores in April put Regional Banks in Attractive zone for the first time since October 2006. Valuations show the Regional Banks to be relatively cheap, and Insiders are buying.
View From The North Country
Doug Ramsey steps in as guest commentator in this month’s “View From The North Country” to highlight what we currently see as the bullish arguments for the stock market and contrast those with the bearish arguments.
Stock Market Downside Limited Based On Current Valuations
Small Caps significant laggards in July, and technicals which had been supporting Small Caps, despite excessive valuations, have now eroded. Small Cap leadership model now negative.
The Homebuilding Group – Value Play Or Value Trap?
Everybody sure hates the Homebuilders. However, contrarians should take note of this month’s analysis of earnings prospects, insider selling/buying, and the outlook for future housing starts. Now is not the time to be bottom fishing here.
High P/E Stocks: Becoming A Safe Place To Hide?
Value continues to have leadership position over Growth among Large Cap stocks. Mid Caps also shifting to favor Value, but Growth still leading in the Small Cap tier.
Checking In On The Tech Top 20–Valuations Remain Reasonable
The twenty biggest Tech stocks were flat in April, but remain up 7% YTD on a median basis.
Tech Watch Revisited – Examining The Bullish Case For Info Tech
Technology continues to be a hot topic. This month’s “Inside The Stock Market” takes an objective look at the Tech sector.
U.S. Market Remains Relatively Overvalued Compared To Rest Of World
U.S. stock market is relatively overvalued on a composite basis when considering P/E, P/B, P/CF, Yield, and Market Cap/GDP.
U.S. Market Remains Relatively Overvalued Compared To Rest Of World
U.S. market ranks as fifth most expensive market based on comparisons to 44 countries from around the world.
Sector Spotlight...Energy
Based on oil futures prices, 2005 year-end consensus earnings forecasts for the Integrated Oil & Gas group appear too low! These too-low forecasts imply further upside for oil shares, and, at the very least, limited downside relative to the rest of the market.
View From The North Country
Steve's Half Time Report: A recap of the year so far, and our outlook for the second half of 2004.
Enterprise Value: New Leuthold Group Numbers Game Screen
For the May 2004 Number’s Game, we decided to do something new and different and take a closer look at Enterprise Value.
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