November 22, 2017(904) 346-3460info@riverplacecapital.com
In The Lonely Bull Posted

Follow the Money

Want to know what the impact of any public policy on a specific stock or the market at large is –  track the financial impact.  Tax reform promises to help many companies, but will it help all of them?  Not the housing industry, if you would believe the complaints from that sector.  How about healthcare; […]
Read More
In The Lonely Bull Posted

Regression to the Mean

In a stock market that seems to be going nowhere, a lot can be happening.  Individual sectors come in and out of favor.  Individual stocks respond to news, earnings, and views about their business.  All of that is happening now.  There are sectors that are stalling out after terrific positive moves and others that have […]
Read More
In The Lonely Bull Posted

Another Booster

This market needs another booster.  As it makes a transition from monetary stimulus (easy money), it needs something new to advance it.  The new tax bill could be just that.  Especially if we get one that has a tax cut (fiscal stimulus), then perhaps the economy can absorb the withdrawal of easy money and have […]
Read More
In The Lonely Bull Posted

‘Tis the Season

Earnings for the third calendar quarter are coming out.  Last quarter, earnings for the S&P 500 were up over 10% from those of the same quarter last year.  We don’t expect such a big increase this quarter, but believe they will be quite good.  Great earnings have been powering higher valuations and we expect more.  […]
Read More
In The Lonely Bull Posted

Enjoy the Ride!

The stock market is giving investors a low volatility bull ride to higher and higher levels.  This isn’t just a recent phenomenon, but has been a multi-year trend.  Did you know that the market has now doubled since the pre-financial crisis high October 9, 2007?  Just since the election, this market is up 20.8% and […]
Read More
In The Lonely Bull Posted

What Now?

It’s been a good quarter and a good year so far; much better than most analysts predicted.  In fact the modest acceleration in GDP growth that Riverplace Capital thought would benefit equity valuations seems to be happening.  However, the most important, but related,  factor has been excellent earnings accompanied by revenue growth.  The one sector […]
Read More
page 1 of 30