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

March 17, 2021
Blog , The Trusted Navigator - Bernhard Koepp

Interest Rate Hiccups & When Good News is Bad News – by Bernhard Koepp, C.J. Lawrence 3-4-21 – YouTube Video & Transcript

In this video, Bernhard Koepp, CEO of C.J. Lawrence, discusses the rise in interest rates and its effect on the market. Normalization of the economy also means ‘Good is Bad News’ until rates stabilize. Rotation between stocks that have done well and more economically sensitive ones that ...

January 13, 2021
Blog , The Trusted Navigator - Bernhard Koepp

2021 Commentary and Outlook. What’s next? – by Bernhard Koepp – CJ Lawrence 1-7-2021 – YouTube Video & Transcript

In this video, Bernhard Koepp discusses the events of January 6th, 2021 in Washington DC and gives an outlook on the economy and portfolio positioning for the coming year. Video Transcript Bernhard Koepp: This is Bernhard Koepp from the C.J. Lawrence, wishing you a happy new year. Well look for Amer...

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...

December 3, 2020
Blog , Budget , CJ Lawrence , COVID-19 , Familly , Investments , News , The Portfolio Strategist - Terry Gardner

Healthy Markets and Bad News for Turkeys, Market Comment – by Terry Gardner – YouTube Video & Transcript

In this pre-Thanksgiving video, Terry Gardner discusses the stock market rotation, the movement higher in earnings estimates, and bad news for turkeys! Video Transcript Terry Gardner, Jr.: Morning, everyone. It’s Terry Gardner from C.J. Lawrence on Wednesday, November 25th, day before Thanksgi...

November 11, 2020
Blog , The Trusted Navigator - Bernhard Koepp

Post Election Market Commentary & Outlook by Bernhard Koepp – C.J. Lawrence – 11/10/2020 – YouTube Video & Transcript

In this video, Bernhard Koepp, CEO of C.J. Lawrence discusses his economic outlook post election, the game-changing covid-19 vaccine and its implications for GDP growth in 2021, potential black swan events, worries about inflation and the US Dollar, as well as the debate on growth versus value inves...

September 25, 2020
Blog , Budget , CJ Lawrence , COVID-19 , Familly , Investments , Manage , News , PEG

Earnings Growers Don’t Look Expensive vs Market, by Terry Gardner – YouTube Video & Transcript

In this video, Terry Gardner discusses the current stock market narrative, analyzes earnings per share growth on a two-year stack, and compares sectors and stocks on a P/E-to-growth rate (PEG) basis. Video Transcript Terry Gardner: Hey, good afternoon, every...

August 19, 2020
Blog , Budget , CJ Lawrence , COVID-19 , Familly , Investments , Manage , News , The Trusted Navigator - Bernhard Koepp

Climbing the Wall of Worry – by Bernhard Koepp – YouTube Video & Transcript

In this video, Bernhard Koepp, CEO of C.J. Lawrence discusses discusses 6 points: 1) Market nearing a new high; positive fundamentals remain with the crowded trade. 2) Economy- The parade of eye-popping Q2-GDP data is out but GDP outlook looks positive; Inflation – “Fed will tolerate higher infl...

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

Mid-Year Update & Outlook – by Bernhard Koepp – YouTube Video & Transcript

In this video, Bernhard Koepp, CEO of C.J. Lawrence provides a mid-year update & outlook for 2020. C.J. Lawrence is a New York based investment adviser providing platinum level service and investment portfolio customization to individuals, families, and institutions. With a legacy that dates to ...

July 12, 2020
Blog , The Portfolio Strategist - Terry Gardner

On Normalized Earnings Stocks are Not Overvalued – YouTube Video & Transcript

In this video, C.J. Lawrence Portfolio Strategist and Client Advisor, Terry Gardner, introduces the concept of “normalized earnings” and makes the case that, on that basis, the stock market is not over-valued. Gardner incorporates the CJL Rule of 20, which was developed by C.J. Lawrence Chairman...

May 15, 2020
Blog , The Portfolio Strategist - Terry Gardner

Looking Around Corners & the “Tilted-V” – YouTube Video & Transcript

In this video, Terry Gardner, C.J. Lawrence Portfolio Strategist, discusses how the stock market is “looking around corners” and will likely follow a “tilted V” shaped recovery. Terry also takes a look at the sequential recovery in S&P 500 earnings per share and elaborates on why it may ...

May 3, 2020
Blog , The Portfolio Strategist - Terry Gardner

Leadership Still Lacking; Sustainable Top-Line Growth is Key – YouTube Video & Transcript

In this video, Terry Gardner of C.J. Lawrence reviews this cycle’s three market phases, highlights “Whatever it Takes,” laments the lack of leadership from financial stocks, and shares his analysis of consistent sales growers. Video Transcript Terry Gardner: Hey, good afternoon everyone. It...

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,...

April 17, 2020
Blog , The Portfolio Strategist - Terry Gardner

Markets Recover but Leadership from Financials is Missing – YouTube Video & Transcript

In this video, In this video, Terry Gardner, Portfolio Strategist at C.J. Lawrence, reviews the stock market’s three peaks cycle in dealing with the coronavirus, examines recent economic and corporate data, and addresses the market’s recent leadership. Video Transcript Terry Gardner: Hi, good af...

April 6, 2020
Blog , News & Media , The Portfolio Strategist - Terry Gardner

Terry Gardner, CJ Lawrence Portfolio Strategist, joins Yahoo Finance’s Alexis Christoforous and Brian Sozzi – April 6, 2020

Futures jump on hopes coronavirus spread may be stabilizing https://finance.yahoo.com/video/futures-jump-hopes-coronavirus-spread-133055157.html Terry Gardner, CJ Lawrence Portfolio Strategist, joins Yahoo Finance’s Alexis Christoforous and Brian Sozzi to discuss how the coronavirus is impacting m...

April 4, 2020
Blog , The Portfolio Strategist - Terry Gardner

The S&P 500 Will Recover Faster Than the Economy – YouTube Video & Transcript

In this video, Terry Gardner of C.J. Lawrence revisits the phases of the Corona Virus impact on the equity markets, reviews recession math and valuation range, and shares proprietary analysis of the S&P 500’s sub-groups and explains why the Index will recover faster than the broader economy. V...

April 2, 2020
Blog , The Portfolio Strategist - Terry Gardner

Bottom or Not, 25% Down Has Been a Good Point to Buy Stocks – YouTube Video & Transcript

In this video, Terry Gardner notes the stock market’s approval of Congress’ $2.2 trillion Coronavirus relief package, revisits his recession math driven price range for the S&P 500, and looks at how stocks performed in the 12-month periods after 25% declines during the past four market crash...

March 22, 2020
Blog , The Trusted Navigator - Bernhard Koepp

Fiscal Response Larger Than in 2008 – YouTube Video & Transcript

In this video, Bernhard Koepp, C.J. Lawrence’s CEO gives an update on the massive fiscal package being discussed on Capitol Hill in response to the economic shutdown and what we are watching in the week ahead. Video Transcript Yeah. Hi there. It’s a Sunday. March 22nd. I wanted to give y...

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