Article Archive: Quarter-End Insights

Title Collection Author Date
Our Take on the First Quarter Quarter-End Insights Jeremy Glaser 04/03/17
Utilities: Is There Enough Growth to Offset Higher Interest Rates? Quarter-End Insights Travis Miller 03/31/17
Telecom: Firms Strive to Be More Than 'Dumb Pipes' Quarter-End Insights Brian Colello, CPA 03/31/17
Tech: Overvalued Overall, but Opportunities Remain Quarter-End Insights Brian Colello, CPA 03/31/17
REITs: Playing Defense in an Uncertain Market Quarter-End Insights Brad Schwer 03/31/17
Industrials: Solid Fundamentals, but Few Screaming Buys Quarter-End Insights Keith Schoonmaker, CFA 03/31/17
Healthcare: Stock-Picking Increasingly Important as Valuations Rise Quarter-End Insights Damien Conover, CFA 03/31/17
Energy: Coming Shale Growth a Major Threat to Oil Prices Quarter-End Insights Joe Gemino, CPA 03/30/17
Consumer Defensive: Still Thirsty for Growth Quarter-End Insights Zain Akbari, CFA 03/30/17
Consumer Cyclical: Still Opportunity in a High-Confidence Environment Quarter-End Insights Dan Wasiolek 03/30/17
Basic Materials: The Most Expensive Sector We Cover Quarter-End Insights Daniel Rohr, CFA 03/30/17
Financial Services: Weighing the Strategic Tradeoffs of the Fiduciary Rule Quarter-End Insights Michael Wong, CFA, CPA 03/30/17
Market Outlook: Lofty Valuations Call for Careful Stock-Picking Quarter-End Insights Elizabeth Collins, CFA 03/29/17
Credit Market Insights: Bond Indexes Perform Well as Spreads Tighten Further Quarter-End Insights Dave Sekera, CFA 03/29/17
Our Take on the Fourth Quarter Quarter-End Insights Jeremy Glaser 01/02/17
Healthcare: What Does a Trump Administration Mean for Healthcare Stocks? Quarter-End Insights Damien Conover, CFA 12/29/16
Utilities: Still High Even After Bonds' Withdrawal Quarter-End Insights Travis Miller 12/29/16
Technology: This Firm Is the Newest Software Empire Quarter-End Insights Brian Colello, CPA 12/29/16
Real Estate: Through the Noise, Opportunities Exist Quarter-End Insights Edward Mui 12/29/16
Industrials: Baking In Too Much Optimism Quarter-End Insights Matthew Young, CFA 12/29/16
Basic Materials: China-Led Rally of 2016 Rests on a Shaky Foundation Quarter-End Insights Daniel Rohr, CFA 12/28/16
Energy: OPEC Adds a Plot Twist, but Ending Is Unchanged Quarter-End Insights Joe Gemino, CPA 12/28/16
Financials: What Will Really Drive Interest Rates? Quarter-End Insights Jim Sinegal 12/28/16
Consumer Defensive: Cooking Up a Bit More Value Quarter-End Insights Erin Lash, CFA 12/28/16
Consumer Cyclical: Poised (and Priced) for a Strong 2017 Quarter-End Insights Jaime M. Katz, CFA 12/28/16
Credit Market Insights: Global Rates on the Rise Quarter-End Insights Dave Sekera, CFA 12/27/16
Economic Outlook: More of the Same Anemic Growth Quarter-End Insights Robert Johnson, CFA 12/27/16
Market Outlook: New Expectations Set the Tone for 2017 Quarter-End Insights Elizabeth Collins, CFA 12/27/16
Industrials: Weak Commodity Prices Weigh Quarter-End Insights Eric Anfinson 10/05/16
Utilities: How Long Can the Yield Paradox Survive? Quarter-End Insights Travis Miller 10/05/16
Tech & Telecom: Opportunities in Smartphones and IT Services Quarter-End Insights Brian Colello, CPA 10/05/16
Healthcare: We See Value in the Drug and Biotech Industries Quarter-End Insights Damien Conover, CFA 10/05/16
Real Estate: Expect Some Choppy Waters Ahead Quarter-End Insights Edward Mui 10/05/16
Consumer Defensive: A Handful of Values in an Overheated Sector Quarter-End Insights Adam Fleck, CFA 10/04/16
Basic Materials: China-Dependent Producers Largely Overvalued Quarter-End Insights Daniel Rohr, CFA 10/04/16
Energy: Rally in the Works, but It Won't Last Long Quarter-End Insights Joe Gemino, CPA 10/04/16
Financial Services: Berkshire Is Bigger Than Buffett Quarter-End Insights Stephen Ellis 10/04/16
Consumer Cyclical: Poised to Perform in the Second Half Quarter-End Insights Bridget Weishaar 10/04/16
Our Take on the Third Quarter Quarter-End Insights Jeremy Glaser 10/04/16
Stock Market Outlook: A Little Too Buoyant? Quarter-End Insights Elizabeth Collins, CFA 10/03/16
Credit Market Insights: Leaving Brexit Behind Quarter-End Insights Dave Sekera, CFA 10/03/16
Our Take on the Second Quarter Quarter-End Insights Karen Wallace 07/01/16
Consumer Cyclical: Market Underestimating Apparel and E-Commerce Quarter-End Insights R.J. Hottovy, CFA 06/30/16
Basic Materials: Recent Commodity Rallies Leave Few Opportunities Quarter-End Insights Kristoffer Inton 06/30/16
Tech & Telecom: We See Opportunities in Apple and Microsoft Quarter-End Insights Brian Colello, CPA 06/30/16
Energy: Supply Glut Continues, but Some Respite on Pricing Quarter-End Insights Peggy Connerty 06/30/16
Consumer Defensive: Not a Lot to Feast On Quarter-End Insights Ken Perkins, CFA 06/30/16
Industrials: Valuations Stretched, but Opportunities Still Exist Quarter-End Insights Brian Bernard, CFA, CPA 06/30/16
Real Estate: 'Safety' Becomes More Expensive Quarter-End Insights Edward Mui 06/30/16
Utilities: Is a Sector-Shaking Pile-up Coming? Quarter-End Insights Travis Miller 06/30/16