In wake of stock rally, opportunities remain
A broad rally has lifted both small- and large-cap stocks in early 2012, but fundamental research suggests the market still offers attractively valued equities following the volatility of 2011.
Posts By: Robert D. Ewing
Stocks may appreciate if macro risks fade
In an unusual divergence, corporate earnings improved in 2011 even as stock valuations became cheaper, setting up the possibility that valuations can rise if markets become more confident in the macroeconomic environment.
Part 1: Putnam managers found opportunities in the “lost decade”
Some investment experts argue that markets price securities efficiently, and that trying to pick stocks that might outperform the market is futile. From this perspective, the logical investment strategy is to own a portfolio that represents the broad market at … Continue reading
Even a weak recovery can help profits
The widely respected referee of the business cycle, the National Bureau of Economic Research, captured headlines in September when it pronounced that the recession had ended in June 2009 and a new expansion had begun. Often NBER’s announcements evoke comments … Continue reading
GM ready to shift gears
One of 2010′s biggest initial public offerings is not a young, cutting-edge business but one of America’s best-known companies, General Motors. While improved conditions within the auto industry make the opportunity interesting, it’s important to kick the tires. General Motors … Continue reading
Corporate earnings growth bodes well for equities
In the shadow of headlines about market volatility and slow economic recovery, many U.S. companies are experiencing strong earnings growth. According to Standard & Poor’s estimates, actual first-quarter earnings per share for companies in the S&P 500 was $19.38, which, … Continue reading
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By the numbers
