Rebounding stock prices are gladdening the hearts of investors after Santa left lumps of coal in their stockings last Christmas Eve. And in this recovery the financially strong companies in the Barron’s 400 Index is leading the way over the S&P 500 index. The market drop last year actually began in October, but for our purposes we looked [...]John A. Prestbo
We are proud to present you with our latest research explorations. In our pursuit of Growth at a Reasonable Price (GARP), MarketGrader takes a systematic bottom-up fundamental approach to analysis of companies and markets, globally.
Amid mounting worries of a slowdown in U.S. corporate earnings growth, our survey of securities analysts’ estimates for the fourth quarter 2018 shows substantial gains over actual results for the comparable quarter in 2017. Once again, the financially strong companies in the Barron’s 400 Index are forecast to outgrow those in the S&P [...]John A. Prestbo
What Will Follow the Selloff? The MarketGrader 100 Index (MGONE) closed what appeared to be another promising year with a dud. After rising 10% through the end of August, it promptly gave up its gains by the middle of October and then some. By the time the New Year rolled in, MGONE had lost 27% from the year’s high on August 29th, clocking [...]Carlos Diez
Winter’s chill is settling in on more than the landscape. While the financially solid companies in the Barron’s 400 Index easily outgrew earnings and revenue of the S&P 500 components, the margin of victory continued to shrink in the third quarter. Moreover, the gains themselves receded a bit from the blow-the-roof-off increases posted [...]John A. Prestbo
MG100 Suffers 10% Correction In October … Bottom Doesn’t Fall Out The MarketGrader 100 Index suffered a 10% correction in October, falling hard along with U.S. equities in general, though by a greater amount than the overall market. MG100 fell 10%, trailing the Russell 3000 Index’s 7.5% decline. It was little consolation that small caps, [...]Carlos Diez
Companies have started reporting third-quarter financial results, and so far they have shown mostly impressive growth over year-earlier outcomes. But signs of weakness—predicted declines in year-over-year revenues and per-share earnings—also are in evidence for the first time in this year of a robust U.S. economy. Fortunately, this caveat [...]John A. Prestbo
Second-quarter sales and earnings reports are expected to come on strong—despite some cynics’ assertion that the first quarter would be the high-water mark in year-over-year gains. And once again companies in the Barron’s 400 Index are predicted by securities analysts to out-grow those in the S&P 500 by considerable margins, as shown [...]John A. Prestbo