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A Comment -- General Comments From an Expert (A Commentary) opinion on 2017-03-20

Last Price Recorded: 0.0200 on 0000-00-00

ON STOCKCHASE SINCE Oct 2000

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Larry Berman CFA, CMT, CTA
A Comment -- General Comments From an Expert was $0.020 at time of opinion
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Sectors with the best value right now? A couple of weeks ago, low volatility areas had been underperforming significantly. Markets have been strong since the Trump election, up 10%, 15%, 20% depending on where you look and what sectors. Low volatility sectors like utilities, consumer staples have underperformed. Those sectors, right now, screen as cheap because they are much more defensive. What typically happens with fund managers, is when they are positive on the outlook for the market, they are investing in more cyclicals; whether consumer, industrial or technology, companies that are going to get much more of a beta lift when the markets are doing well. When the markets are expected to correct, they can’t go to cash, most managers have to stay fully invested. They sell their consumer cyclical and they buy a consumer staple; they sell their industrial and buy a health care; sell their financial and buy a utility. This takes down their beta or their sensitivity to the downside. The low volume sectors are somewhat attractive right now compared to some of the more cyclical sectors.

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All opinions for A Commentary (10683)

677 BUY
49 BUY on WEAKNESS
3059 COMMENT
687 DON'T BUY
132 HOLD
5159 N/A
10 PARTIAL BUY
7 PARTIAL SELL
216 PAST TOP PICK
53 SELL
1 SELL ON STRENGTH
4 SPECULATIVE BUY
8 STRONG BUY
401 TOP PICK
15 VAGUE
75 WAIT
57 WATCH
71 WEAK BUY
2 Unspecified
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All opinions for A Commentary (10683)

677 BUY
49 BUY on WEAKNESS
3059 COMMENT
687 DON'T BUY
132 HOLD
5159 N/A
10 PARTIAL BUY
7 PARTIAL SELL
216 PAST TOP PICK
53 SELL
1 SELL ON STRENGTH
4 SPECULATIVE BUY
8 STRONG BUY
401 TOP PICK
15 VAGUE
75 WAIT
57 WATCH
71 WEAK BUY
2 Unspecified
View All

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Add A Commentary to Watch List

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