Tag: earnings growth

Earnings Growth, P/E Ratios – Great Expectations

Earnings Growth, P/E Ratios – Great Expectations

“Never ever lose sight of long term relationships” Paul Krake – View from the Peak Throughout 2016 we highlighted that various measures of equity valuations are at historically high levels and present an unfavorable risk/reward profile. Comparing valuation metrics to […]

Gears Are Turning, But Parts May Need Grease

Gears Are Turning, But Parts May Need Grease

Earnings are the key to 2017 stock market outlook. S&P 500 earnings passed an important milestone in 2016, returning to growth in the third quarter after mildly contracting for several quarters during an extended mid-cycle earnings recession. Expected mid- to […]

17x Earnings Aren’t Cheap

17x Earnings Aren’t Cheap

Market Valuations – 17x Earnings Aren’t Cheap by Craig Basinger, CFA – Richardson GMP Summary Market valuations are not cheap but not overly expensive either. In 2016, as with most recent years, gains have come mostly from an expanding market […]