Tag Archives: Buybacks

July 06

Growth Mirage

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By David Nelson, CFA CMT With the first half of the year in the rear-view mirror I thought it would be a good time to share some conversations taking place on the Belpointe Trade Desk. You can’t buyback your way to growth Source FactSet Last week United Asset’s Tom Healy and Matt DeLorenzo were guests […]

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December 30

I hate making market predictions

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News anchors always force you into making predictions for the coming new year. In the real world it’s what you can’t see that causes the most problems.

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December 28

CEO’s need to look beyond buybacks – i24 News

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The big fear over Tax Reform is that CEO’s will use repatriated funds to buyback stock. David says its time to end that game and put the money to work.

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December 05

Next leg of the bull market isn’t going to come from stock buybacks

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David says the next leg of the bull market isn’t going to come from stock buybacks. Frank discussion with Fox Business News anchor Trish Regan. L3 Communications CEO let’s the cat out of the bag…

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May 01

What CEOs Will Do With the Trump Tax Cut – The Answer Isn’t What You Think

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By David Nelson, CFA After a 6 week slide from the all-time intraday high of 2400, the S&P 500 (SPY) rallied in the final two weeks of April hoping to retake the high ground. The tug of war between valuation, politics and macro concerns vs. a relatively strong earnings season rages on. While the CBOE […]

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November 20

What CEOs will do with the cash – You’re not going to like it

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By David Nelson, CFA While it may feel like the Trump Rally has exploded out of control we’re still at levels we’ve been flirting with since the dog days of summer. The S&P 500 (SPY) is up a little less than 2% from Election Day. The real story has been the rotation in and out […]

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August 17

Re-invest or Die! – The BNN Interview

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The good news is that buybacks are slowing down. The bad news is that buybacks are slowing down. David says CEOs choose buybacks to prop up their paycheck.

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August 17

Stocks Priced for Perfection!

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David covers a range of topics for Canada’s BNN. Stocks priced for perfection, the Fed and CEOs more concerned with their paycheck then the growth of the company.

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May 23

S&P 500 won’t break out until earnings do – 3 things that could make it happen

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By David Nelson, CFA US markets have frustrated both bulls & bears over the last year with the index unable to break out and sustain a path in either direction. However, the chart below confirms the problem started somewhat sooner, half way through 2014. The blended 12 month forward earnings of the S&P 500 (SPY) […]

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April 04

2 factors that will make or break the market

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By David Nelson, CFA Just 3 months into 2016 and already investors have been forced to deal with a lifetime of emotions. Too often we rationalize our decisions to buy and sell based on a subjective view of the market that can’t help but be influenced by the media and our own fear and greed. There […]

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