Sentences with phrase «elevated stock valuations»

Not exact matches

Mills contends economic fundamentals and solid earnings will push stocks higher this year even though valuations remain elevated — adding it's the wrong time to get majorly defensive.

Bond yields have likely bottomed out, and we don't see scope for big rises in already elevated stock market valuations amid tepid earnings growth.

For long - term investors the most important manifestation of that trend is a U.S. stock market trading at elevated valuations that do not discount much in the way of bad news.

The current environment of low interest rates and elevated equity valuations has many investors in a tight spot, as return expectations are lower than usual for both bonds and domestic stocks.

As stock prices surge to previously unseen levels, investors are starting to pay attention to elevated valuations.

This isn't to say that stocks can't deliver adequate returns between now and some narrow set of future dates, but to expect that stocks purchased at these levels will deliver attractive long - term returns in general requires the assumption that current valuations will remain elevated into the indefinite future.

As long as companies see their valuations at elevated levels, stock buybacks should not increase.

The cause is always speculative distortion that was well - known for quite some time: elevated valuations, often accompanied by speculation and new issues of low - quality stocks representing some «new economy» theme, or yield - seeking speculation and heavy issuance of low quality debt.

Despite the elevated level of valuations, I'm still finding good deals among high - quality value stocks, and remain focused on high - quality companies with strong competitive positions.

The BlackRock Investment Institute forecasts just 4.3 percent annual returns for domestic large - cap stocks over the next five years, mostly due to elevated valuations.

While none of these portfolios is likely to produce particularly inspiring returns — a function of already elevated valuations for both U.S. stocks and bond — the difference between the two extremes is still important.

And anyway, for such stocks, investors will ultimately be happy to fool themselves by raising their future growth expectations to justify increasingly elevated valuations.

And looking at the elevated valuations of (far less compelling) income & defensive stocks today, it's not difficult to argue companies who offer genuine long term secular growth (regardless of the economic environment), may actually deliver far superior risk / reward & upside potential from current levels.

And it's not just U.S. indexes like the Dow Jones Industrial Average and the S&P 500 that are at elevated levels, other measures of stock valuations are at or near record highs.