All posts by Steven Albrecht

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Stock Consideration Change Report

Bank of America earns Buy Watch consideration. Sells drop to 29%, Buy remains at 13% and Buy Watch advances to 1%.

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USA Stock Fair Value Report July, 2018

Overvaluation pressures moved slightly upward back to the low-twenties while Large and MidCap market returns have continued on their lackluster path. U.S. AllCap return, year-to-date has moved to a positive 2.26% which is an improvement from last month primarily due to SmallCap stocks. LargeCap has been a drag to overall performance with only a 1.56% gain in 2018. Value LargeCap remained negative for the year at (3.60%) one of the worst performing market segments. All three market capitalization segments, Large, Mid and SmallCap, are in cautionary territory above 120% Fv.

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Stock Consideration Change Report

Many Buy Considerations moved on to Hold as values increased from previous undervalued levels. Buy Considerations down to 13% of the stock universe.

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Stock Fair Value Changes

New Fair Values for: Dr. Pepper Snapple, FedEx, Goldman Sachs, Humana, Micron Technology, Public Service Enterprises and SVB Financial.

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Economic: USA: Consumer Credit – Forecast 2018-2019

This is an update of our Economic Forecast on Consumer Credit. Our focus in this report is on consumer credit expectations through December 2019.