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

C.J. Lawrence Weekly – The Stumble-Prone Equity Market Remains on Solid Footing

Our outlook for the stock market remains constructive, based on improving economic and equity market fundamentals, but recognizes that the market is prone to stumbles. For long-term investors willing to wade into the market’s volatile waters, the risk-reward ratio remains favorable....

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

The race between earnings growth rates and the rate of decline in the market’s P/E multiple is on. Along the way, the 10-30 year treasury bond spread may provide insights into the appropriate market multiple to apply. The challenge for equity investors will be to find stocks with earnings growth r...

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C.J. Lawrence Weekly – The Stumble-Prone Equity Market Remains on Solid Footing

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

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