World Economic Summary
Overall, most indicators passed along a recognition that the slowing taking place on a global scale was not moving into a contraction. Many pricing indicators experienced slight increases. Most production and sales orientated indicators were mixed with some increasing and others of equal importance softening thereby not giving a clear indication in direction.
Service Change – Portfolio Rating added to stock profile
In managing portfolios, we believe there are additional conditions not covered with traditional identifiers such as when the stock is already in a portfolio, exhibiting favorable/adequate fundamentals and valuations, but not holding a strong buy status. These stocks can still add value to the portfolio, but not as strongly as a full Buy. Or, a manager may need to add to certain areas of the portfolio for asset allocation reasons and no full Buy stocks exist.
5G Model Portfolio Update – 2019 March 13
Skyworks has now passed all the criteria to be included in the model. The company is global with engineering, marketing, operations, sales and support facilities throughout Asia, Europe and North America. Skyworks website: http://www.skyworksinc.com/
USA Fair Value Report – 2019 March
The market centroids plot are the most interesting this month. Four sectors have made significant moves. Industrials has moved across the vertical divide and now resides on the left toward undervaluation while maintaining the same level of year-to-date return. Financials has also moved further undervalued, especially Banks at 93.2$ Fv. Health Care has also joined the crowd on that side of the divide while pulling the median closer to fair value with a higher return. This is a good overall relative directional movement that we hope continues.
World Markets – Stock Consideration Report – USA – 2019 March
The excellent start to 2019 has created returns that in most cases, exceeding historical long-term performance. However, stock growth has slowed somewhat over the past several weeks with most performance numbers showing red for early March. Fortunately, this earlier growth activity has placed the markets very close to where they were in 2018 at this time of year. The FULL REPORT & TABLES AT: Client Service > World Markets > Americas > USA Stock Consideration Report