1) Current Thoughts On The Market: Virus to Win, Stimulus to Place, Economic Data to Show Previously we have discussed “The Four Horsemen of The Recovery” which we see as Stimulus, Economic Data, The Fed, and Vaccine. Before discussing each, it may be helpful to quickly check on stock market performance so far in 2020:
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Synopsis: “A Brighter Future”, Episode 24 In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses takeaways from the July 2020 employment report, the run-up to the November 2020 general election, Fed inflation targeting, mega-cap tech stocks and other developments with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses takeaways from the 2Q 2020 earnings season, the ongoing complications from COVID and other developments with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are: With 2Q 2020 results prompting analysts to raise estimates, are stocks still attractive?,
Synopsis: “A Brighter Future”, Episode 22 In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the strengthening 2Q 2020 earnings season, the likely sizing of further COVID relief support by Congress and the Fed and other developments with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are:
PODCAST: A Brighter Future with Laidlaw, Episode 20 – Raising The Curtain on 2Q 2020 Earnings Season
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the stock market set-up in advance of the 2Q 2020 earnings season and other developments with Laidlaw & Company Chief Market strategist, David Garrity. The topics discussed in this episode are: Is Tech overvalued?, Will 2Q 2020 results mark the bottom of the cycle?,
Hello and Welcome to another episode of “A Brighter Future” Laidlaw & Co’s Podcast Series. I’m Rick Calhoun CEO of Laidlaw Wealth Management and I am fortunate again to be joined by David Garrity, Chief Market Strategist for Laidlaw & Co. Good Morning David – I trust you had a nice weekend although you
Laidlaw & Company (UK), Ltd. 2020 Outlook – Five Forecasts With 2019 drawing to a close, the Laidlaw Investment Policy Committee is inaugurating the “Laidlaw Five” 2020 forecasts which offer investors thoughts on five particular areas to take into account when considering how best to navigate the capital markets in the year ahead and which
We call Amazon, Facebook and Alphabet/Google “non-Tech Tech” because all three are clearly Technology companies but none are actually in the S&P Technology sector. The first is in the Consumer Discretionary bucket and the latter 2 appear as the top weightings in Communication Services. Whatever you want to call these mega-cap disruptors, they have an
To listen to replay click here GOOGL Results Show Slowing Core Online Ad Business, Investors Flee Shares As Profit Doubts Grow The 1Q19 results for GOOGL fell well short of expectations (Revs $36.3bn (Street $37.3bn), EPS $9.50 (Street $10.17)) as revenue growth slowed to +17% year/year (4Q18 +22%, 1Q18 +26%), a performance that prompted an
Facebook earnings and outlook–and why Amazon may have the advantage in the advertising front. To listen to replay, click here. FB 4Q18 Results An Upside Blowout, But Time To Remind Management They Are Living Inside Others’ Platforms FB 4Q18 results blew past expectations (Revs $16.91bn (Street $16.39bn), EPS $2.38 (Street $2.18)) that had been tempered
