Revisiting the V bottom in Chip Equipment Makers
Semiconductor equipment companies produce the complex (and expensive) machines that are used to manufacture semiconductor chips. Although both industries are… Read More
Insights & Commentary
In our ever-increasingly connected and digital world, raw information is freely and immediately available. Ironically however, variant and valuable investment insights are rarer than ever. JAG’s active research approach is designed to develop investment insights that diverge from consensus. Please view our latest financial market insights, commentaries, and more.
Market Insights
Are Rising Earnings Yields Pointing to Opportunity?
Investors have had a jittery August so far. The ongoing (never-ending?) US/China trade spat continues to lurch along with no… Read More
2Q Earnings Results Hint at Firming Fundamentals
While the market has been somewhat volatile over the last few weeks, we’re increasingly encouraged by recent fundamental readings. The… Read More
Markets Vote “No” on More Fed Rate Hikes
Including the most recent .25% increase in December 2018, the Fed has hiked rates nine times over the past three… Read More
Quarterly Comments
2nd Quarter 2019: The Wall
As most of our clients and friends are aware, we do not make stock market forecasts. In fact, we believe… Read More
1st Quarter 2019: Rebounding Returns
Storm clouds gave way to sunshine for investors during the first quarter of 2019, resulting in very strong returns for… Read More
4th Quarter 2018: A “Glitch” Down the Stretch
Love him or hate him, our President does not typically display a penchant for understatement. So, we were a bit… Read More
3rd Quarter 2018: Lapping Lehman
Investment performance is often measured in convenient slices of time. For example, most experienced investors are familiar with mutual fund… Read More
