October 23, 2017(904) 346-3460info@riverplacecapital.com
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.  […]
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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 […]
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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 […]
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In The Lonely Bull Posted

Change Squared

Change in the business world is accelerating.  Business customs, technological change, and consumer tastes have always evolved, but in recent years this seems to be at warp speed.  Technology, as always, is the biggest driver, but other social factors also play into this. Globalization is a fact of life today and drives many of the […]
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In The Lonely Bull Posted

What now; Locusts?

Hurricanes, political impasse, potential nuclear war; all these can’t derail this stock market.  So what will?  Certainly, at some point, the U.S. stock market will suffer a correction, however, it has remained amazingly resilient in spite of numerous challenges.  Weeks ago the Lonely Bull predicted that the expected historically challenging months of August and September […]
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In The Lonely Bull Posted

Weighted vs. Unweighted

The most popular stock index in our market is the S&P 500.  This is a weighted index, meaning that each company in the index carries a weight based upon the their capitalization or size.  For instance Apple Corp. is one of the heaviest weighted firms in this index.  (The Dow Industrial Average is also a […]
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