Goldman Sees S&P 500 Falling 10% Next Year Before Rally to 1,900 – Bloomberg 11-26-13

Salient to Investors: David Kostin at Goldman Sachs said: The S&P 500 will fall 10 percent in the next 12 months before rebounding to end 2014 at 1,900, end 2015 at 2,100 and end 2016 at 2,200. The overall market should rise because the US economy will be getting better.

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Confidence in U.S. Consumer Stocks Seen at UBS: Chart of the Day – Bloomberg 05-28-13

Salient to Investors: Jonathan Golub at UBS recommends overweighting consumer-discretionary stocks. Golub said consumer strength will have a positive impact on a host of industries, whereas businesses remain hesitant to put cash to work. Golub is neutral on industrial and tech stocks. The consumer-discretionary index is the top performer among the S&P 500’s

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New Critical Warning as 2013 shocker looms – MarketWatch 03-25-13

Salient to Investors: Paul Farrell writes: We are at a market top and an economic turning point. Bernanke’s non-stop cheap-and-easy-money printing presses are loved by Wall Street banks but are bad for the rest of America. His reappointment – certain to become Obama’s greatest domestic blunder – so shocked Nassim Taleb

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U.S. Stocks Advance Amid Better-Than-Estimated Reports – Bloomberg 02-26-13

Salient to Investors: Brad Sorensen at Charles Schwab said the economic numbers are holding up really well, and housing rebounding will continue, feeding into consumer confidence. 74 percent of S&P 500 companies so far reporting quarterly results have beat estimates. The index is at 14.8 times reported earnings versus the average

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Consumer Stocks Challenged Even With Solid U.S. Spending – Bloomberg 01-15-13

Salient to Investors: James Paulsen at Wells Capital Mgmt said job creation, tame inflation and rising home prices support solid retail spending in 2013, but consumer cyclicals may underperform the market because these positive economic trends are already discounted – the S&P 500 GICS Consumer Discretionary Sector Index has outperformed the broader market by

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Berkshire Buys Deere Stake for Buffett Aides’ Portfolios – Bloomberg 11-15-12

Salient to Investors: Berkshire Hathaway disclosed a stake in Deere, Precision Castparts, and Wabco Holdings and cut consumer products stocks including Johnson & Johnson and Procter & Gamble in Q3. Berkshire has been reducing holdings of consumer-products stocks in 2012. Eli Lustgarten at Longbow Research  said there is a massive need to increase productivity in the world’s farm

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Scots Money Managers Like Regional Banks Whether Obama or Romney – Bloomberg 11-05-12

Salient to Investors: Scottish money managers, including Aberdeen Asset Mgmt and Scottish Widows Investment Partnership, are investing in US regional banks. James Kinghorn at Scottish Widows Investment said regional banks are more leveraged to benefit from an improving economy than the larger banks, better relative to European banks, and attractively valued. Kinghorn said the US economy

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Best Performing Russell 3,000 Stocks And Sectors In 2012 – Seeking Alpha 09-24-12

Salient to Investors: Smaller stocks are outperforming larger stocks in 2012. Top sector is healthcare, followed by consumer discretionary, telecom and financials. Bottom is utilities, followed by energy, industrials, technology, consumer staples and materials. Read the full article at http://seekingalpha.com/article/884011-best-performing-russell-3-000-stocks-and-sectors-in-2012?source=intbrokers_regular

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