This quarter to date, 98% of the reporting companies have matched or beaten earnings estimates. The shift of monies from bonds into equities has begun this past month reversing a multi-year trend. The equity market returns of approximately 15% for 2012 are prompting savers to take a harder look at once again investing into equities to increase their returns. What if even a small portion of the huge cash reserves begin to do the same?
We as investors, not traders, must remember why we invest. We make long term goals that span many years and decades. Economies go through stages of growth and stagnation that often are not identified until they have passed. What happens during a trader’s investing timeframe of months, weeks, or even days, has in the past had no bearing on market’s overall performance over time. While we must acknowledge these ups and down trends as they occur and make some adjustments accordingly, we should not lose sight of our long term goals and the reason we invest.
Economic growth doesn’t just happen. Its vigor depends on a combination of population gains, a conductive infrastructure, positive aspirations and profit motives, and advancement in technology and productivity. Let’s touch on their views.
While the lingering economic slowdown and high unemployment rate is not a matter of contention, the proposals to get us back on a growth track could not be further apart.The November elections will prove to be one of the most important in our history in terms of which direction our country will head.The choice seems clearly to be either to continue as a capitalistic society with emphasis on job creation via small business growth, or to take the path of a more entitlement based society with government providing most of the job creation and assistance programs.
On August 30, 2012, Lesjak Planning Corp. invites you to our 9th Annual Charity Golf Classic! This year’s event will benefit Achievement Centers for Children -a non-profit organization providing therapy, recreation and adapted sports, education and family support services to children with a variety of disabilities and their families. This event will be held at […]
It seems as though perception and reality are coming to a head across the world. For much of this year these views and the wide disparity between them have caused economies to stagnate, according to many respected experts.
The 8th Annual LPC Charity Golf Classic was held on September 1, 2011, for the benefit of the Osteogenesis Imperfecta Foundation. Dave & Diana Lesjak’s adorable grandson Cayden, who has this brittle bone disease, was there to accept the donation and thank everyone for participating. What an outgoing little guy! Once again the event was […]
As investors and advisors, we search out investment opportunities that have the potential to give us a return on our money in exchange for the risk we assume in doing so…
Almost immediately after we wrote last month’s comments about the markets unprecedented seven consecutive week decline, they turned on a dime and charged straight up for two weeks and an 8-10% gain.
Prominent market analysts had the opinion that the old investor adage of “Sell in May and go away” would not apply this year due to strengthening market conditions as June approached. We all know what was bound to happen.