Communications Services Sector Archives - C.J. Lawrence // Investment Management

January 6, 2020
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – 2019 Didn’t Feel Great, but It Was!

What a difference a year makes! In the week leading up to New Year’s Day in 2018 not many pundits were forecasting that 2019 would produce one of the highest annual equity returns on record. At 28.9%, the 2019 price return on the S&P 500 is the fifth highest since 1960. But at the beginnin...

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...

September 3, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Sales Growers in Communications Services and Healthcare Sectors Have the Right Mix

With 2Q19 earnings season mostly in the rear-view mirror, investors and analysts are recalibrating their models to incorporate the recently reported results and refreshed outlook. Despite a slight year-over-year decline in quarterly earnings, S&P 500 earnings per share came in slightly better-...

January 7, 2019
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Stock Price-to-Earnings Ratios May Have Bottomed

The daily whipsaw of the stock market is challenging the convictions of both bulls and bears. 3% intraday moves in index prices have become the norm and the CBOE Volatility Index (VIX) has not closed below 15 since early October. Investor concerns mostly center around the depth of a prospective glob...

December 10, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Overweight Communications Services Sector for Both Offense and Defense

The stock market’s recent swings have been dramatic. On several occasions the S&P 500 has completed a round-trip move of more than 3% in a single session. Last week the Index reached a high of 2,800 but finished the week at 2,623, down 6.3% from the intra-week high and down 4.6% for the week. ...

Communications Services Sector

C.J. Lawrence Weekly – 2019 Didn’t Feel Great, but It Was!

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

C.J. Lawrence Weekly – Sales Growers in Communications Services and Healthcare Sectors Have the Right Mix

C.J. Lawrence Weekly – Stock Price-to-Earnings Ratios May Have Bottomed

C.J. Lawrence Weekly – Overweight Communications Services Sector for Both Offense and Defense

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