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

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

C.J. Lawrence Weekly – Low Interest Rates Add Fuel to the Stock Market Recovery

Interest rates at the long end of the yield curve staged a minor rally at the end of last week, surprising many who were calibrating weaker global economic data into global growth forecasts. Early in the week, reports from China showed that Chinese factory activity contracted to a three-year low...

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

C.J. Lawrence Weekly – Bond Market and Stock Analysts in Sync on Slower Growth

Last week’s announcement from the European Commission that it had lowered its 2019 economic growth forecast for the Eurozone from 1.9% to 1.3% broke a string of positive events and announcements that had helped lift stock prices from their December lows. Better-than-feared 4Q18 earnings results ...

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. ...

August 6, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly Market Comment – Growth Remains Attractive…Comparisons to the “Nifty Fifty” and Internet Bubble Periods Miss the Mark

The sell-off in technology shares at the end of July spurred in a chorus of money managers to suggest that the growth dam had finally broken and to forecast that the performance gap between growth stocks and value stocks would close. Several market pundits cited “excessive” valuations on growth ...

June 25, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Down but Not Out…Industrial Stocks Warrant a Closer Look

Investors in industrial stocks are likely disappointed with the sector’s year-to-date price performance. The S&P Industrials Sector Index price is down 4.3% year-to-date despite being up 5.1% over the last year. The sector became a market darling in late 2017, but lost its luster in early ...

February 12, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Volatility Returns (Chairman, James Moltz)

This week we are pleased to offer thoughts on the market from our Chairman, James Moltz. Jim launched the Weekly Market Comment at the original CJ. Lawrence back in the early 1970s and authored the piece for several decades. We are fortunate to have his perspectives and are grateful for his lead...

February 5, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – The Tug‐of‐War Between Lower Valuations and Faster Earnings Growth Still Skews Towards Growth

There are multiple reasons cited for last week’s equity market blow off. It’s difficult to know which event set the downdraft in motion but the rapid rise in interest rates, after several years of historically low rates, is a good place to start. The U.S. Benchmark 10-Year Treasury Yield finishe...

December 18, 2017
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Time to Rotate to Value Stocks?…Not So Fast

The likely passage of the U.S. tax reform bill, a bump up in the U.S. Fed Funds target rate, and better than expected economic data have all contributed to a reevaluation of equity investor sector and style weightings. As discussed in last week’s note, we got a glimpse of rapid sector rotation two...

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