Non-Defense Capital Goods Orders Archives - C.J. Lawrence // Investment Management

C.J. Lawrence Weekly – U.S. Capital Spending Growth Looks Poised to Reaccelerate

S&P 500 Index capex declined in both 2015 and 2016 suggesting that, if history repeats, 2017 through 2022 should be expansion years. Flush corporate balance sheets, combined with aged equipment fleets and trends towards cloud computing, 5G network transformation, and manufacturing automation should...

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

rom the beginning of 2013 to the end of 2017 the S&P 500 Index price rose 87%. During that period S&P 500 earnings per share rose 25% while the Index’s price-to-earnings (P/E) multiple expanded by 62%. That mix is now reversing. The P/E multiple on the S&P 500, using next-twelve-months earnings...

Non-Defense Capital Goods Orders

C.J. Lawrence Weekly – U.S. Capital Spending Growth Looks Poised to Reaccelerate

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

Login Area

Register New Account