Some insights only come by having the right tools. We share five things we have learned about stock index valuations, earnings, currency, and why value investing isn't dead. Topics covered include: How index providers divide the stock universe into large and small, growth and value The difference between the price-to-earnings ratio and earnings yield and which is better How earnings volatility can impact annual earnings growth and what to use to estimate future earnings How … [Read more...]
240 Plus: Transition From SMAs, Earnings Growth, Valuations, and a New ETF
In Plus episode 240 for the week of February 16, 2019 we answer a member's question who is struggling with the tax consequences of exiting some separately managed account managers. We look at the historical price-to-earnings ratios of stocks relative to earnings growth and discuss the large shortfall in historical earnings growth relative to forecasted earnings growth by Wall Street analysts. Finally, we look at a new ETF that is similar to structured notes that protect against losses but … [Read more...]