Sentences with phrase «think equity valuations»

Investors still cite the low costs of ETFs, but with the S&P 500 trading at a P / E ratio of 21x of higher, and earnings growth remaining persistently low, Narhi and Barr don't think equity valuations are worth the risk.

Yet Franklin Equity Group's Coleen Barbeau thinks equity valuations, particularly in the US market, already reflect that rosy outlook.

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.

Sara Silverstein: So just to start, what do you think about pressure on equity valuations at the levels that they are at right now?

«We're long Japan equities — currency hedged — and think it still offers attractive valuation,» says Sheets.

But with long - term bonds and non-cyclical equity sectors trading at historically extreme valuations while cyclical sectors trade at valuations below their long - term average, we think that risk aversion is creating numerous investment opportunities for investors willing to build a portfolio of more economically sensitive companies.

Do we think the nearly eight - year rise in equity prices and valuations is justified?

One of the great anomalies of investing: The historical long - term outperformance of certain smart beta or factor - based strategies relative to the broader equity market (think choosing stocks based on their valuations, momentum, low volatility or quality metrics such as profitability).

For those who think about individual business valuations as an important underpinning of equities, rising stock prices bring with them valuation considerations which we have talked about in previous letters.

Returning to Mr. Hibbert, he would appear to share this view: «Given that the starting valuation for equities is now very low, then if those companies can continue to increase their earnings profile I think you will see very strong returns because you will get both capital growth and dividend yield.»

Portfolio Manager Mark DeVaul discusses the strength of the U.S. consumer and shares his thoughts on current market valuations, explaining why he remains optimistic about U.S. equities in the current low interest rate environment.

When everyone believes in the inevitability of stocks, à la «Dow 36,000» (we'll get there by 2025 or so), equity valuations are high, past equity performance has probably been great, and the future equity premium is small — think 1929, 1972, August 1987 and February 2000.

The amount of an instrument (equity, future, option commodity etc.) that they can buy in one day will be governed by a number of things, most notably how much cash or credit they have (they normally have more cash and cash equivalents on hand than most human beings will see in their life), how much they can afford to move the market price (including how fair they think the valuation is currently) and the liquidity of the market for the instrument as a whole.

I think it's overall very positive for equity and earnings, but how valuations will happen might be more similar to how it was prior to 2008.

I see you also have some thoughts about the current CAPE and equity valuations.

It's a serious business for me too... and unless you think we're on the verge of a ridiculous valuation / leverage - induced bursting bubble, equities are inevitably the best long - term bet for any investor.

I think the author should have also questioned current equity and commodity valuations.

As a case in point, we think it's a sad commentary that so many investors today are avoiding equities at precisely a time when valuations are providing extraordinary opportunities.

In the context of your series on valuation metrics and equity expected returns, I'd be interested in your thoughts on our meta - study of market expected returns using various smoothed PE ratios, the Q ratio, mkt cap / GNP and regression to trend measures.

And regardless, no matter how large or small the valuation, I can't help but think we're ultimately talking about a share that looks suspiciously like an equity stub to me.

Psychological thought model (basically read Howard Marks» work; his most recent memo on equity valuations is a good one and gets into it)

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