Richard Bernstein |
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 S&P 500 valuations, by some measures, are near or at all-time highs, We think there is a strong contrary message, ... at a record pace across nearly the entire industry. The 1-year T-Note rate is now rising at an extremely fast pace relative to dividend yields. Historically, this has been a reliable signal that cash might outperform stocks. If you`re in the equity market, you want to focus on the largest cap, highest quality companies, People say these companies are closely held and that the executives are trying to diversify, but why now? We continue to believe that longer-term investors should focus on yield. There has been record insider selling within the last 10 months across a broad range of homebuilding companies despite very few sell ratings by Wall Street analysts and the general perception by investors that the stocks are undervalued. Our students just got hit with an 18.5 percent increase in tuition, and now gas prices are causing a crisis. We are going to lose students on the edge. They cannot deal with all these increases all at once. The day that you should be concerned about the market is a day when there is no fear about what`s going on. Certainly we have innumerable negatives that people can point to right now. I would argue that`s actually quite healthy. They could have diversified their holdings 2, 5 or even 10 years ago. | ||
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