Advisor Perspectives

JANUARY 9, 2023

Relieved to have turned the page on the worst year for stocks in more than a decade, investors are finding that pricey share valuations and shrinking earnings still stand in the way of any swift bounceback for Big Tech.

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The Big Picture

FEBRUARY 27, 2023

Trillion Drop, Biggest Since 2008 : San Francisco and New York are slumping as the pandemic boom fizzles out, but migration to Florida has boosted Miami. The designs are crafted with both aesthetics and security in mind. ( Wall Street Journal ) see also US Housing Market Posts $2.3

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Validea

SEPTEMBER 6, 2023

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — Over the past few weeks, I’ve seen a number of charts highlighting the opportunity in small-cap stocks given their absolute and relative valuations. The chart below, also from our market valuation tool, compares small cap value to large cap growth stocks. Only 12.4%

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Abnormal Returns

SEPTEMBER 22, 2022

Markets Market valuations are a lot more attractive than they were a year ago. axios.com) Mortgage rates are at their highest level since October 2008. blog.validea.com) Visualizing U.S. interest rates since 2020. visualcapitalist.com) Strategy The hardest part of investing is holding through tough times.

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Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. These include some of the worst years in stock market history, including 1973, 1974, the tech bubble, 2008, and 2022. Following the huge 11.2% The full year and the following three quarters’ returns were much weaker.

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Nationwide Financial

FEBRUARY 1, 2023

These recurring shifts in the composition of the benchmark stock Index can offer insight into how different factors, such as cyclicality, long-term growth potential, and valuation, may impact stock performance in the future. This is a significant increase from 1990, when the tech sector comprised just 6.3% of the Index.

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Brown Advisory

SEPTEMBER 12, 2016

Private Credit Outshines Many High-Valuation Stocks, Bonds. With interest rates at record lows and many publicly traded bonds and stocks approaching historically high valuations, private credit has become increasingly attractive to investors because of its total return prospects, steady income and role in diversification.

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Trade Brains

OCTOBER 17, 2023

Amid all the noise surrounding geopolitical issues, global valuations, and FII selloff, the Nifty bulls might be feeling a bit clueless about their next moves. On the flip side, the worst months were October 2008, with a drastic 26.41% drop, and March 2020, with a tough 23.25% decline. loss, due to the financial crisis.

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Validea

AUGUST 5, 2022

That’s positive news for small-caps, especially as the pattern of underperforming before a recession and outperforming as a recession wanes is one that small-caps have followed in 1990, 2001, 2008, and 2020. That’s led some strategists to advise investors to overweight their portfolios with small-caps, the article reports.

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Validea

OCTOBER 19, 2022

Even with bear markets like 2000-2002 and 2008-2009, the portfolio had strong returns for a very long period. While some of that outperformance was due to improving fundamentals and earnings, most of it the returns came from the valuation investors assigned to these stocks. Source: [link].

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Carson Wealth

JANUARY 16, 2024

mega-cap stocks in 2023, we saw increased market breadth and valuations likely continuing, potentially supporting small- and mid-cap stocks. although valuations should help international markets see reasonable gains as well. In fact, the balanced portfolio above was only in the top three on one occasion, and that was 2008.

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Validea

MAY 5, 2023

Paul Singer, founder of Elliott Management and well-known for predicting the financial crisis of 2008, calls the current environment “an extraordinarily dangerous and confusing period,” in an interview with The Wall Street Journal.

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Walkner Condon Financial Advisors

FEBRUARY 24, 2022

The index’s loss of 6.24% in 2018 was paltry compared to its 38% loss in 2008 and three consecutive double-digit down years of 2000-2002. This helps to illustrate the fact that market corrections are common over most periods of time and should be viewed as the market resetting stock valuations back to a more fundamental level.

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Truemind Capital

JUNE 30, 2022

After the subprime crisis in 2008, many developed countries’ Central Banks started printing money and flooding the global economies with cheap liquidity. The liquidity support since 2008 and massive stimulus post March 2020 has inflated all the asset prices be it equity, debt, or real estate. But first a quick recap. trillion to ~$8-8.5

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Discipline Funds

JUNE 6, 2023

On one side you have optimists who have been saying that the US economy remains robust and on the other side you have pessimists who are worried about recession and a potential 2008 scenario. In a way both of these groups have been right.

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Validea

SEPTEMBER 23, 2022

markets have fallen to about half the valuation ratios of U.S. Cyclical industries actually tend to perform better during a bounceback; in the rebound after the 2008 financial crisis, international stocks gained 24% per year over 5 years, while U.S. But with so much pessimism priced into international stocks, it’s possible that U.S.

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Validea

SEPTEMBER 26, 2023

Such rate cuts have been de rigueur during the dot-com bubble burst and the 2008 financial crisis, but the Fed appears to finally be shifting the market away from Fed-put expectations. That, in turn, bloated stock valuations. Just days after the Federal Reserve Bank of New York orchestrated a $3.5

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Trade Brains

FEBRUARY 16, 2024

As we delve into the intricate details of Azad Engineering Limited, we’ll investigate whether this seemingly high valuation aligns with the company’s underlying business prospects. Azad Engineering Limited Business Overview Azad Engineering Limited started its core business in 2008.

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Validea

OCTOBER 5, 2022

Two weeks ago, I wrote an article where I looked at the valuation of the median stock and how it has changed over time. 12/31/2008 2.1% 12/31/2008 24.9% By Jack Forehand, CFA, CFP® ( @practicalquant ) —. Year End Date Negative Earner Percentage 12/30/2005 1.1% 12/29/2006 1.2% 12/31/2007 1.0% 12/31/2009 4.9% 12/31/2010 1.4%

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Validea

JANUARY 13, 2023

Mega-cap tech giants, a safe haven since the 2008 financial crisis, fell much more than the S&P 500 in 2022. Investors should pay attention to valuations. There isn’t a corner of the tech sector that hasn’t declined, driven downward by the impact of higher interest rates on future growth.

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The Big Picture

SEPTEMBER 19, 2022

I led the Union Square Ventures investment in Etsy, I became a venture partner for that, and then became a GP in the 2008 fund. So along those lines, there are some venture firms that don’t really seem to care a lot about valuations and others seem to focus on a little bit. A year ago, late stage valuations had gone just bonkers.

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Fortune Financial

MAY 26, 2021

I have long been a proponent of investing in the defense and tobacco industries, which offer investors the unique combination of ‘quality’, typically measured by such things as low debt and low earnings variability, and ‘value’, or undemanding valuations.

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Validea

NOVEMBER 29, 2023

Over the last 25 years, we have seen four bear markets (1999-2002, 2008-2009, 2020, 2022) and numerous market corrections (10% losses). Valuation Concerns: Some technology stocks have high valuations, which means you could be buying at a high price, increasing the risk of a correction.

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The Big Picture

FEBRUARY 6, 2024

I could maybe flip that around a little bit since I think particularly post 2008, 2009, the quality style of investing has become a lot more popular. You really like the long time where you have to hold to make up that valuation whole is so long that you just really shouldn’t be involved. 00:18:41 [Speaker Changed] Yep.

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Brown Advisory

FEBRUARY 15, 2019

But the drop in valuations experienced at year’s end, alongside higher bond yields, offer a foundation for better long-term return expectations across most asset classes. This is also a fitting moment to review the intersection of risk and valuation. Entering 2019, we face rising economic, political and market risks. In non-U.S.

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Investing Caffeine

FEBRUARY 1, 2023

Over the last 25 years, we have arguably experienced three 100-year floods (2000 Tech Bubble, 2008 Financial Crisis, and 2020 COVID pandemic), so investors have been bracing for another enormous financial hurricane. As the earnings show, during the Financial Crisis (2008) and COVID (2020), the crash in earnings was much more severe.

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David Nelson

OCTOBER 17, 2022

I accept that rising rates means stock valuations have to go lower. this year so at the very least much of the valuation correction is behind us. Fed Balance Sheet 2008-2022. Moving forward we can’t stretch on valuation and the terminal rate for fed funds will be important metrics for us to monitor.

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Trade Brains

JANUARY 24, 2023

Most of this debt was acquired before the global financial crisis hit in 2008. Post-2008, the losses kept mounting pushing the company to bankruptcy. On multiple occasions, its debt resolution plans fell apart due to a valuation mismatch. The management sold off its non-core assets a few times in the past to pare its debt.

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Validea

NOVEMBER 16, 2022

.: Grantham, who is well-known for identifying bubbles before they burst such as the dot-com bust in 2000 and the housing market crash in 2008, has been outspoken about his belief that the market was in a “super bubble” that has yet to truly burst. Valuations are still high, despite rampant inflation and an economic slowdown.

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Investing Caffeine

APRIL 1, 2022

People forget that commodity prices approximately doubled after the 2008 Financial Crisis, only to experience a subsequent slow bleed over the next decade until prices were essentially chopped in half. They certainly could, but valuations remain attractive given where interest rates currently stand. Source: Trading Economics.

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Validea

NOVEMBER 18, 2022

.: Grantham, who is well-known for identifying bubbles before they burst such as the dot-com bust in 2000 and the housing market crash in 2008, has been outspoken about his belief that the market was in a “super bubble” that has yet to truly burst. Valuations are still high, despite rampant inflation and an economic slowdown.

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Trade Brains

DECEMBER 22, 2022

3 billion market valuation, after TCS and Infosys. Later in 2008–09, Tech Mahindra bought Satyam Computer Services through a subsidiary, and then in 2012, Tech Mahindra finally merged with Mahindra Satyam, to form the IT company now well-known as Tech Mahindra Ltd. 3 billion market valuation. Recently, Wipro Ltd.

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Trade Brains

AUGUST 19, 2022

Get money rich (GMR) blog is run by Mani (founded in 2008). He teaches MBA students (at MDI Gurgaon) two popular courses: “Behavioral Finance & Business Valuation” and “Financial Shenanigans & Governance”. You can also learn about stock market investing in Trade Brains’ recently launched android mobile app. Fundoo Professor.

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Brown Advisory

MAY 31, 2017

Since the 2008–09 credit crisis, market sentiment on European stocks has shifted back and forth, from despair to confidence, depending largely on sentiment regarding the EU’s prospects as a viable political and economic entity. Take Europe, for instance. is not particularly notable. European stocks have traded at lower P/E ratios than U.S.

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Brown Advisory

MAY 31, 2017

Since the 2008–09 credit crisis, market sentiment on European stocks has shifted back and forth, from despair to confidence, depending largely on sentiment regarding the EU’s prospects as a viable political and economic entity. Take Europe, for instance. is not particularly notable. European stocks have traded at lower P/E ratios than U.S.

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Brown Advisory

JUNE 3, 2015

The Fed has held the benchmark federal funds rate at zero—a record low—since December 2008 and further reduced borrowing costs through so-called quantitative easing, a bond-purchase program that more than quadrupled its balance sheet to $4.5 Concern about future economic growth undermines valuations. Unemployment fell to 5.4%

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Investing Caffeine

JANUARY 3, 2022

880%, among many other fruitful investments since Sidoxia’s inception in 2008. Profits have been gargantuan, interest rates remain near generational lows, valuations remain reasonable, and there are reasons to be optimistic regarding the COVID pandemic. Throw in some good stock picking, and that is frosting on a cake recipe of success.

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