Earnings Insight August 2018
August 27, 2018
Earnings continue their record-breaking trend. S&P 500 price gains have been driven by earnings growth as overall valuation has subsided. Record margin levels contributed half the earnings growth, but may be the main drag in 2019.
A Ferengi’s Equity Allocation
July 4, 2018
Star Trek’s Ferengi are a species whose culture is entirely based on commerce. Business is pleasure and money is everything. So how would a Ferengi invest in Earth’s stock market? What would their Blue Planet Portfolio look like?
June 29, 2018
We’ve heard that we should rebalance our portfolios. It’s good for us. Kind of like fiber. But why? How? And how often? Here are three popular methods that compliment most investors’ needs.
Earnings Insight May 2018
May 11, 2018
Stock market’s character has fundamentally shifted. Gains last year came almost entirely from earnings, and at the lowest volatility in three decades. Earnings growth is at a seven-year high. But future growth depends on margins already at nose-bleed levels.
My 2017 Taxes Are Done! Now What?
April 19, 2018
How can you benefit from the time and effort you have put into preparing your taxes? Before you file away your tax return, learn more and seize the opportunity to plan ahead!
Manager’s Letter 2018 Q1
April 4, 2018
While no investor who’s long the market enjoys a correction, negotiated properly, it can be turned to an advantage. At Coherent, we focus on proactively mitigating downside risks by actively managing our stock market exposure.
Stocks, Bonds & Interest Rates
March 30, 2018
Investors are often apprehensive about how changing interest rates will affect their investments. Record low bond yields look poised to break out of a 6-year range. Will rising rates squash stocks? Burst bonds?
Earnings Insight February 2018
February 13, 2018
Earnings in 2017 have been spectacular. Estimates for 2018 have risen to a millennium record, and so have market valuations. But high margins levels caution for more reasonable expectations. The recent correction may just be an omen.