This forecast is based on belief that bank earnings, dividends and repurchases will provide the next catalyst to earnings for the index.
Strategies
3481 posts
We are now entering earnings season and it will be interesting to see the numbers and commentary from company leaders.
The whole effort is a transparent attempt by Brin and Page to maintain their voting control over the company.
Deere is trading at close to ten times estimated 2012 earnings which is a modest multiple vs. that of the S&P.
This time of year always seems to be finicky in the markets so it is important to rely on the fundamentals and your thesis.
Our model has almost 85% of its market value held in 5 holdings: Liberty Interactive, Intuit, Direct TV, Quest Diagnostics, and Starbucks.
Essentially biotech investors assume the role of venture capitalist by funding drug companies with high failure risk.