tax reform Archives - C.J. Lawrence // Investment Management

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

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

A closer look at sector fundamentals, and the progression of sales and earnings forecasts, suggests that industrial stocks may have been prematurely discounted. Industrial stock prices may already reflect much risk and may not be discounting the possibility that we are in the midst of a capital spen...

February 26, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Technology Continues to Deliver

Once again, the Technology Sector is delivering strong top line results. It has been the most consistent producer of revenue growth among all sectors, over the past fifteen years. ...

January 29, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Want to Buy Stocks? Get In Line.

But for the growing number of investors looking to build new, or add to existing, stock positions, finding attractively priced, highly liquid stocks to purchase is getting more challenging and competitive. The number of public companies listed on major U.S exchanges peaked in 1998 at around 7,500. A...

January 17, 2018
Blog , The Trusted Navigator - Bernhard Koepp

The Death of “New Normal” – Preparing for Normal

As we begin the new year, investors are again perplexed by a market which is not giving the public a chance to “buy the dip.” Volatility as measured by the VIX continues to be low and we have not had a 3%-plus correction in the market since the last presidential election, the longest in history....

December 28, 2017
Blog , The Trusted Navigator - Bernhard Koepp

“US GDP Moves Above Potential” – Implications for Markets

The new Federal Reserve Board, led by Jerome Powell, will be paying close attention to this, given rates are still abnormally low. It also means the unemployment rate should continue to decline, and the lack of supply of labor and the rising participation rate should lead to higher wages. This is a...

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

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

Over the last 15 years, growth stocks have traded at a 1.21 relative P/E to value, having peaked at 1.44 and troughed at .91. That ratio now stands at 1.28 and has been declining since 2013. The same holds true for price/book value, return on equity, and price/earnings growth (PEG) relative comparis...

December 4, 2017
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Improving Earnings Growth Forecasts Suggest the Bull May be Sharpening His Horns

According to Tuesday’s release from the Organization for Economic Cooperation and Development (OECD) the global economy is now growing at its fastest pace since 2010, with the upturn becoming increasingly synchronized across countries. The OECD now forecasts 3.7% global economic growth in 2018. At...

September 27, 2017
Blog

C.J. Lawrence Weekly – “The Prospect for Corporate Tax Reform May Be Keeping Bears in Their Dens”

Senator John McCain’s indication that he would not support the Graham-Cassidy Health Care Bill threw more sand into Washington D.C.’s gears last week. Week-end jockeying may make the bill more palatable to hold-outs, but the machinations highlight the fact any new legislation faces considerable ...

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