Amazon Archives - C.J. Lawrence // Investment Management

August 5, 2022
CJ Lawrence , Market Commentary , The Trusted Navigator - Bernhard Koepp

Recession? Not so fast! Unemployment Rate declines to 3.5%

The July jobs number today far exceeded expectations, increasing by 528,000, much faster than consensus for 250,000 jobs and above June’s upwardly revised 398,000 level, up from 372,000. This took the unemployment rate down from 3.6% to 3.5%. So much for a slowdown! There was a lot of hand w...

August 3, 2022
Blog , CJ Lawrence , The Portfolio Strategist - Terry Gardner

Earnings Forecasts Will Trend Lower, But That’s OK, Terry Gardner, C.J. Lawrence Commentary 7.20.22

We've got three key points today that we want to cover, the first being that we want to discuss second-quarter earnings and the likelihood that earnings expectations for this year and next will trend down in the coming months....

June 17, 2022
Blog , The Trusted Navigator - Bernhard Koepp

Central Banks Find Inflation Fighting Mojo – C.J. Lawrence Market Commentary – June 17, 2022

This post was originally written on June 17, 2022, 12:39 PM EST. There may be a silver lining to this week’s market selloff, Central Banks have found their inflation-fighting mojo again! The week started with a carefully placed leak from our Federal Reserve that a 50-basis-point increase (50 bps...

June 11, 2022
Blog , The Trusted Navigator - Bernhard Koepp

C.J. Lawrence Market Commentary – Inflation peaking? Not quite…

This post was originally written on June 10, 2022, 8:16 PM EST. Every release of the consumer price index (CPI) is highly anticipated in the current environment, and today was no exception. May’s CPI was a disappointment to investors, including yours truly, who were looking for a continued gradu...

May 18, 2022
Blog , CJ Lawrence , The Portfolio Strategist - Terry Gardner

Sifting Through the Damage, Terry Gardner, C.J. Lawrence Market Comment 051822

First off, where are we now in this market sell-off versus previous sell-offs? I excluded the financial crisis of 2007, and 2008, because I don't believe that the ingredients for that market decline are consistent with where we are today. I did look then at the past three sell-offs, which included t...

April 29, 2022
Blog , The Trusted Navigator - Bernhard Koepp

C.J. Lawrence Market Commentary – Market down 3.6% for the week, S&P500’s p/e back to historical average

This post was originally written on April 29, 2022, 5:45 PM EST. The S&P500 was down 3.6% for the week and is retesting the lows from early March. Volatility, as measured by the VIX Index, moved above 30 again, up from 20 a month ago, which is elevated but not signaling a washout yet. The [&...

November 5, 2021
Blog , CJ Lawrence , The Portfolio Strategist - Terry Gardner

Strong Earnings, Peak Margins, and 2022 Headwinds, Terry Gardner, CJ Lawrence Market Comment 11.3.21 – YouTube Video & Transcript

In this video, Terry Gardner highlights the strong 3Q21 earnings reports being delivered by S&P 500 companies, questions consensus forecasts for profit margins, and highlights some potential market headwinds for stocks heading into 2022. Video Transcript Good afternoon, everyone. It’s Terr...

August 4, 2021
Blog , CJ Lawrence , The Portfolio Strategist - Terry Gardner

2Q Earnings Look Great, No Need to Try to Time the Market, Terry Gardner, CJL Market Comment 8.04.21 – YouTube Video & Transcript

In this video, C.J. Lawrence Portfolio Strategist, Terry Gardner, discusses the strong 1Q21 results being delivered by In this video, Terry Gardner analyzes S&P 500 2Q21 financial results, examines cross currents for the stock market and economy in 2022, discusses the balance between secular and...

May 1, 2021
Blog , CJ Lawrence , The Portfolio Strategist - Terry Gardner

Strong Results and Innovation at a Reasonable Price (IRP), Terry Gardner, CJL Market Comment 4.29.21 – YouTube Video & Transcript

In this video, C.J. Lawrence Portfolio Strategist, Terry Gardner, discusses the strong 1Q21 results being delivered by S&P 500 companies, examines profit margins and margin expectations, assesses the “market playbook”, and advocates investing in IRP (Innovation at a Reasonable Price)...

March 6, 2021
Blog , CJ Lawrence , The Portfolio Strategist - Terry Gardner

Market Playbook Creates Opportunities -Terry Gardner, CJ Lawrence Market Comment 2.24.2021 – YouTube Video & Transcript

In this video, Terry Gardner discusses the changes in the stock market backdrop, industry group rotations below the index level, and why winners can keep winning. Video Transcript Hi, good afternoon, everyone. It’s Terry Gardner from CJ Lawrence on Wednesday, February 24 with some market comme...

December 16, 2020
Blog , CJ Lawrence , The Portfolio Strategist - Terry Gardner

Themes that Worked, Enjoying the View, Staying Selective – CJL Market Comment 12.15.20 – by Terry Gardner – YouTube Video & Transcript

In this video, Terry Gardner reviews the themes that worked in 2020, examines the risk and reward ratio for the current stock market, and discusses positioning for 2021, all from the shores of the Great South Bay! Video Transcript Terry Gardner, Jr.: Hey. Good afternoon, everyone. It’s Terry G...

April 28, 2020
Blog , The Trusted Navigator - Bernhard Koepp

A Day in the Life of Social Distancing – YouTube Video & Transcript

In this video, Bernhard Koepp, CEO of C.J. Lawrence, describes a typical day in the life of social distancing to illustrate what companies are open for business during the economic shutdown and will emerge stronger after the crisis. Companies mentioned during this video broadcast include: Microsoft,...

December 9, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – The Crowd May Be Right

Is there wisdom in the crowd? Market pundits often express concern about the stock market’s “overcrowded trades”, referring to stocks that are owned by a large preponderance of funds and investors. The implication is that investors who own these widely held names are vulnerable to the whim...

October 28, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – The Slide in Business Spending Growth May Be Bottoming

Microsoft’s strong quarterly earnings report and related commentary regarding IT spending were well received by the equity markets last week. The company posted quarterly financial results that exceeded analyst expectations. But perhaps what captivated the broader market’s attention ...

March 11, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – The U.S. Consumer is the Global Economy’s “Atlas”

Downwardly revised economic growth expectations for China and the Eurozone, and increasing risks to Japan’s economy, may be putting the prospects for continued global economic expansion squarely on the shoulders of the U.S. consumer. A recent report from Deutsche Bank estimated the U.S. consumer...

February 7, 2019
Blog , The Trusted Navigator - Bernhard Koepp

The Digital Divide – Part 1 | VIDEO

In this video, Bernhard Koepp, CEO of C.J. Lawrence shares his insights and new growth opportunities for the first quarter of 2019. Specific companies mentioned during this video include: Adobe, Alibaba Cloud, ULTA Beauty, Amazon, American Tower, Bank of America, Boston Scientific, Google, J.P, Morg...

February 4, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Many Will Survive but Only Few Will Thrive in a Healthy U.S. Consumer Economy

Given the sharp decline in equities during the month of December, and the negative headlines generated by the U.S. federal government shut-down, it should not have come as a surprise that the January Consumer Confidence Index reading dropped below December’s level. But the magnitude of the decli...

January 28, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Revenue Growers Stand Out

This coming week will be an important one for earnings watchers. 126 of the 500 companies in the S&P 500 Index will report 4Q18 results, including bellwethers like Microsoft, Amazon, and Apple. So far, fourth quarter reports are coming in close to plan. Of the 110 companies that have repor...

October 29, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Innovation on Sale

The recent market sell-off has investors questioning their allocation strategies and the underpinnings of the bull market in stocks. Year-to-date, the S&P 500 is now down 0.56%, after being up 11.2% at its September peak. The Technology, Health Care, and Consumer Discretionary sectors were j...

April 23, 2018
Blog , The Portfolio Strategist - Terry Gardner

C. J. Lawrence Weekly – Innovation at a Reasonable Price…IRP Investing

For decades, U.S. corporate research and development (R&D) spending was dominated by automotive and pharmaceutical companies. In the 1960s and 1970s, as the big-3 auto companies became embroiled in market share wars amongst themselves, and later versus foreign auto manufacturers, research and ...

January 2, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – 2017 Scoreboard Highlights Consistent Technology Leadership

When we wrote the year-end market summary last year, we noted the high level of sector rotation that took place on a quarterly basis throughout 2016. In 2017, leadership was instead remarkably consistent. Of the major S&P 500 sectors, Technology led all others in three out of four quarters and f...

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