Will US Allocators Stay the Course on Chinese Investments?
China’s drawbacks are prompting some hard thinking among American institutions, but the country’s allure remains potent.
Tag: P/E
News
BlackRock: Why Buying the Dips Is a Bad Idea Now
The outlook for profits, valuations and the Fed are dispiriting, says a study from the asset manager.
Newsmakers
Q1 Earnings Are Up, But Nothing to Cheer About
While profits have kept climbing, the rate of ascent is slowing, per FactSet.
Risk
And Now, to Brighten the Gloom, a Bullish Take
Fundstrat’s Tom Lee makes the plucky case for a 20% rally.
The Case for the Big Five’s Continued Dominance
The kings of the tech realm have suffered stock slides but still command powerful advantages.
Asset Allocation
Where to Go If Large Tech Is Wilting? Big Defensive Stocks
That’s the advice of Morgan Stanley’s Mike Wilson. Here’s why.
From Goldfish to Whale: Can Upstart Tech Challengers Displace the Big Five?
Disrupters focused on the ‘internet of things’ could be the ones to knock over today’s kingpins. Recall the fates of IBM and other one-time heavyweights.
Market Moves
John Rogers, Reveling in Value’s Comeback, Has Some Stock Picks
Financial services, real estate, and toys are fruitful areas, says investing star.
Market Moves
Expect a Market Correction, Sam Stovall Warns
A bunch of indicators like high sector P/Es and king-sized margin debt suggest one is on the way, stock savant says.
Market Moves
Nasdaq 100 Is Just Halfway Through Its Plunge, Says Morgan Stanley
The firm’s Michael Wilson sees a further reckoning for the home of the biggest tech names.
Overvalued Stocks: What Would Make Sky-High Multiples Drop?
This top-heavy bull market, led by a handful of tech leviathans, could unexpectedly get a lot cheaper. Here’s how.
Coronavirus - COVID-19
Are Stocks a Bargain Buy Worth Taking?
Value star Bill Nygren thinks so. Hey, despite that latest pop-up, the market is still way down last month’s peak.
Why US Stocks Remain the Brawniest in the World
Strong tech outfits like Apple and Facebook help American equity returns power ahead of other nations’ markets.
Why Are We Still Using the P/E Ratio?
The storied multiple takes a lot of flak, but maybe it has value after all.