Sentences with phrase «market valuations still»

Not exact matches

This means that though investors think that stocks are too expensive, they are still pushing money into those equities, which indicates that they think markets will continue to rise despite these lofty valuations.
David Riedel of Riedel Research Group says emerging markets still offer opportunity despite valuations in the U.S. getting a little stretched.
«Admittedly, even with the recent pullback, Costco still trades at a premium valuation to the overall market and its large retail peers.
Valuations remain incredibly low, and there's still plenty of growth — at home and in emerging markets — to come.
But as BMO Capital Markets analyst Tim Casey recently pointed out, the industry still appears to be on death row because of the «gradual but unrelenting erosion of revenues, operating margins and valuation multiples.»
But minefields still abound for international investors used to conventional market efficiencies: daily trading limits, tough capital controls, frequent trading halts and over-inflated valuations still dog China's $ 6.9 trillion mainland market, says Bloomberg, calling it «a jungle out there».
«They are raising now at a higher valuation, but if you were to say «here is what the New York and San Francisco markets are really worth in full legal compliance» and then re-run the numbers — however they do it — I don't know that they are still that $ 30 billion company,» Tusk was quoted by CNBC as saying.
Corporate valuations are still elevated, but market volatility has increased.
So we took a look at our data on private market valuation multiples to see how publicly - traded cloud storage and file - sharing company Box compares to still - private Dropbox.
Broadly, we still prefer equities over credit due to strong earnings growth, modestly cheaper valuations following last month's swoon and market's pricing in expectations of Fed rate increases.
At longer time frames, the basic relationship generally still holds: Higher U.S. stock market valuations are associated with lower future returns.
While every country poses its own risks and opportunities, as a group, emerging markets offer still - reasonable valuations and improving macro fundamentals.
We still rate the Utilities sector as Unattractive, and only three Utilities stocks earn our Attractive - or - better rating, but the new tax law does give a tangible benefit to the sector that the market doesn't seem to be factoring in to its valuation.
We simply knew that the expectations baked into the market's valuation were so pessimistic that even if the company's profits significantly declined, as they did, investors could still earn healthy returns.
This is still a market that would have to fall nearly in half to reach historical valuation norms.
Still, even in an environment where the market trades in a range of high valuation, it is appropriate to hedge exposure to risk at points where conditions are overvalued, overbought, and overbullish, and to establish more constructive exposure when conditions are overvalued, but oversold on a short - term basis (provided that the broad tone of market action still indicates a general willingness of investors to speculStill, even in an environment where the market trades in a range of high valuation, it is appropriate to hedge exposure to risk at points where conditions are overvalued, overbought, and overbullish, and to establish more constructive exposure when conditions are overvalued, but oversold on a short - term basis (provided that the broad tone of market action still indicates a general willingness of investors to speculstill indicates a general willingness of investors to speculate).
I particularly like Europe and Japan, where valuations are more compelling and central banks are still delivering market - friendly monetary easing.
«Many participants reported that their contacts had taken the previous month's turbulence in stride, although a few participants suggested that financial developments over the intermeeting period highlighted some downside risks associated with still - high valuations for equities or from market volatility more generally,» the minutes said.
Markets are a bit less frothy than they were in January, but valuations are still elevated and volatility unusually low.
Presently, wicked valuations are coupled with still - unfavorable market internals on our measures, and have now been joined by the most extreme «overvalued, overbought, overbullish» syndrome of conditions we identify.
As of last week, the Market Climate in stocks was characterized by unfavorable valuations, and still constructive market action on the basis of the major inMarket Climate in stocks was characterized by unfavorable valuations, and still constructive market action on the basis of the major inmarket action on the basis of the major indices.
None of this will prevent us from becoming constructive if the Market Climate shifts to a positive condition, but it does feed into the amount of market risk we would be willing to take, particularly with valuations still exMarket Climate shifts to a positive condition, but it does feed into the amount of market risk we would be willing to take, particularly with valuations still exmarket risk we would be willing to take, particularly with valuations still extreme.
With valuations extreme, trend uniformity negative, and our breadth momentum overlay still on a negative reversal, there is nothing in our set of tools that allows us to take a constructive market position.
If you haven't figured out product / market fit and therefore still have a highly risky business you run great risks for getting too far ahead of yourself on valuation.
While there has been a noticeable shift among family offices toward real estate following the bubble — as many took advantage of the troubled real estate market post-crash and scooped up valuable assets at a discount to pre-recession valuations — this allocation is still remarkable and outside the typical family portfolio composition reported in our survey.
Still, given the market's rich valuation, one would have expected in advance that the Fund would be largely hedged, and to that extent, the Fund's hedging approach performed in 2006 basically as expected - it muted the impact of market fluctuations on the Fund, and contributed several percent in «implied» interest.
«While emerging - market valuations are «cheap,» they are not so extreme that one can ignore still - poor fundamental trends, in our view,» Sheets says.
I feel like valuations are pretty high a good amount of money is going into investments each month but when things like bonuses come around if the market is still on a tear I might elect to cut a check to the mortgage.
Second that when valuations become high, thoughtful investors find ways to hedge their downside risk while still retaining targeted exposure to the markets.
With the correction in global stock markets still running its course, it's worth surveying some valuation statistics across Developed Market equities.
We think company valuations are still compelling; genuine reform in two of the larger emerging market economies, China and India, should help to rekindle the global economy; and the stronger U.S. dollar should help generate positive earnings in most foreign companies.
«While I'm not comfortable with market valuations overall, tech still looks relatively inexpensive.»
In bonds, the Market Climate remained characterized by relatively neutral valuations and still unfavorable market aMarket Climate remained characterized by relatively neutral valuations and still unfavorable market amarket action.
As usual, I don't place too much emphasis on this sort of forecast, but to the extent that I make any comments at all about the outlook for 2006, the bottom line is this: 1) we can't rule out modest potential for stock appreciation, which would require the maintenance or expansion of already high price / peak earnings multiples; 2) we also should recognize an uncomfortably large potential for market losses, particularly given that the current bull market has now outlived the median and average bull, yet at higher valuations than most bulls have achieved, a flat yield curve with rising interest rate pressures, an extended period of internal divergence as measured by breadth and other market action, and complacency at best and excessive bullishness at worst, as measured by various sentiment indicators; 3) there is a moderate but still not compelling risk of an oncoming recession, which would become more of a factor if we observe a substantial widening of credit spreads and weakness in the ISM Purchasing Managers Index in the months ahead, and; 4) there remains substantial potential for U.S. dollar weakness coupled with «unexpectedly» persistent inflation pressures, particularly if we do observe economic weakness.
Our measures of market action are still broadly unfavorable, and allowing even the mildest adjustment for profit margins and the position of earnings in the economic cycle, valuations remain rich.
Strong corporate earnings growth and global synchronous expansion have fueled the past two years» rally and that dynamic is still in place even if market valuations got stretched, says Wilson.
Indeed, if improvement in market internals is joined by a material retreat in valuations, we would expect to shift to a constructive or aggressive outlook (even if valuation measures were still well - above historical norms).
The housing market still looks strong (with some regional exceptions, like Alberta), but you have to question how much further home valuations can rise given all that debt.
While Canadian stocks could potentially rebound in the second half, BlackRock Investment Institute currently favours Eurozone, Japanese and emerging market equities given still strong economic data, relatively more accommodative monetary policy and cheaper valuations.
From an investment standpoint, market conditions remain characterized both by obscene valuations and still - negative market internals.
Following one of the worst periods for value on record, and with the style still trading at significant valuation discounts even after a nascent rally, we believe there is cause for cautious optimism, and that «value unbound» describes the most compelling opportunity in equity markets today.
That said, current valuations in the US market are not as cheap as they were several years ago, but, in our view, they still remain reasonable.
We should not dream high about euphoric transfer market signings because we have to accept that though we may be a wealthy club because recently KPMG had valuations of Football Clubs where Arsenal stands 6 in most Valuable Football brands but still we have to accept that our Owner don't want to spend money to improve team... Owner is happy on the returns he is earning from Arsenal...
Consumers shopping for a late - model vehicle will still be able to find used cars and SUVs at reasonably stable prices as they continue to come off - lease this year, according to the latest market report from J.D. Power Valuation Services (formerly NADA Used Car Guide).
Investors looking for better opportunities with less stretched valuations should reconsider international markets, particularly Japan, where multiples can still provide a lift for stocks.
When you're in this type of market, I think the best investing style is buying stuff with a few catalysts, that are dirt dirt cheap (cause then you can still get legit valuation multiple expansion), and have slightly lower market exposure.
Following one of the worst periods for value on record, and with the style still trading at significant valuation discounts even after a nascent rally, we believe there is cause for cautious optimism, and that «value unbound» describes the most compelling opportunity in equity markets today.
I particularly like Europe and Japan, where valuations are more compelling and central banks are still delivering market - friendly monetary easing.
Although the 2015 market presents nothing quite so drastic, there are still companies trading at valuations far in excess of what is merited when you take a deep look at the growth projections, balance sheet, and historical valuation metrics.
I think that market is still at high valuations and want to keep some dry powder to deploy.
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