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

November 22, 2022
Blog , CJ Lawrence , The Portfolio Strategist - Terry Gardner

Market Outlook, the Broken Seesaw, and Year-End Checklist, Terry Gardner, CJ Lawrence 11.16.22

In this video, Terry Gardner discusses the current equity market backdrop, 3rd quarter earnings, and the broken seesaw. Finally, Gardner highlights the importance of a year-end financial check-up. Terry Gardner Jr.: Hey, good afternoon, everyone. It’s Terry Gardner from C.J. Lawrence. It’...

August 26, 2022
Blog , CJ Lawrence , The Portfolio Strategist - Terry Gardner

Turning the Page on Summer 2022, Looking to 2023, Terry Gardner, C.J. Lawrence Commentary 8.26.22

This year, certainly here on the south shore of Long Island, we had a lot of encounters with sea life. More than we've seen in June and July ever in our history. I'm talking about sharks and they feed in the mornings and in the evenings. So managing risk. Not swimming during those times. Not swimmin...

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....

April 20, 2022
Blog , CJ Lawrence , The Portfolio Strategist - Terry Gardner

Earnings are OK but Rising Rates Weigh on Stocks, Terry Gardner, C.J. Lawrence Market Comment 042022 – YouTube Video & Transcript

It's Wednesday, April 22nd. Coming to you from Midtown Manhattan with some brief market commentary as we kick off the first quarter, 2022 earning season in a relatively volatile market. So we've got four points to our call today. First, we want to discuss the current outlook for earnings and interes...

February 17, 2022
Blog , CJ Lawrence , The Portfolio Strategist - Terry Gardner

Earnings Outlook Matters During Rising Rate Cycles -T Gardner, CJ Lawrence Market Comment 2.15.22 – YouTube Video & Transcript

Terry Gardner, Jr.: Hi, good evening everyone. It’s Terry Gardner from C.J. Lawrence coming to you on Tuesday, February 15th, from the C.J. Lawrence Global Headquarters here in Midtown Manhattan. I want to give you some perspective on the current state of the stock market and the economy, cove...

November 22, 2021
Blog , CJ Lawrence , The Portfolio Strategist - Terry Gardner

Expensive Turkeys and Supply Chain Glimmers, Terry Gardner, CJ Lawrence Market Comment 11.22.21 – YouTube Video & Transcript

Terry Gardner, Jr.: Hi, good evening everyone. It’s Terry Gardner from C.J. Lawrence on Monday, November 22nd, with a brief video on this holiday week, covering three topics. First off, it’s that time of year where we take a look at the American Farm Bureau’s annual Thanksgiving di...

July 9, 2021
Blog , The Trusted Navigator - Bernhard Koepp

Mid-Year Market Review and Outlook by Bernhard Koepp – C.J. Lawrence – July 7, 2021 – YouTube Video & Transcript

In this video, Bernhard Koepp, CEO of C.J. Lawrence reviews the markets at the mid-point of the year 2021. He covers the active sector shifts in the first half of the year, reviews the strong macro conditions underpinning the US economy, discusses the debate on inflation and gives an outlook. Video ...

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...

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

C.J. Lawrence Weekly – Stock Valuations and Earnings Growth Play Tug-of-War in Earnings-Driven Markets

Better-than-expected economic data released last week did little to buoy stock prices. The 49-year low in unemployment claims, impressive increase in the ISM non-manufacturing Index, jump in non-defense capital goods orders, and 2.9% year/year growth in wages all failed to propel the market higher...

March 23, 2018
Blog , The Trusted Navigator - Bernhard Koepp

Where to Hide In A Stormy Environment?

As we recover from the 4th snow storm in the North East, markets this week succumbed to its own perfect storm. Five factors brought down the market this week: First, there was some concern about this week’s Fed meeting and how the new Fed Chair Powell would perform in his first live press conferen...

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