Right Back Where We Started
In January 2007 we authored a piece called “Now’s the Time!” It was meant to serve as a rallying cry of sorts, highlighting the attractiveness of high quality, large cap growth stocks which had been left behind the prior few years in a market lead by smaller cap, value-oriented stocks. Within …
Why the Time is Right for High Quality LCG
We believe the preconditions are in place for a rotation into quality large cap growth. These preconditions include historically attractive valuations and negative investor sentiment toward large cap growth following a sustained period of underperformance.
Returns Based Analysis
This paper examines the anomalous period that we experienced in the equity markets over the last five years and how this volatile period has impacted some traditional returns-based statistical measures.
A Webcast Replay with Ron Canakaris: April 15, 2010
April 15, 2010 — Despite the major rally we have experienced, attractive Fundamentals may point to higher share prices in the year ahead. Inflation and interest rates should remain low, and we expect the global recovery to continue. In addition, we anticipate that the Federal Reserve will remain accommodative in order to support the financial markets and promote economic growth. An overdue stock market correction may occur in 2010 when investors become overly enthusiastic about the market’s prospects. However, we …
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An Interview with Ron Canakaris: April 2, 2009
April 03, 2009 — Although the stock market may remain volatile over the near term, it appears to have discounted the likely depth and duration of this recession. Unprecedented fiscal and monetary stimulus continue to support the financial markets and the equity valuations are reasonable, Montag & Caldwell, long-term growth investors, believe that we are in the later phases of the bear market and the early stages of a major rotation into large growth stocks.
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2008 Market Volatility
January 25, 2008 — Montag & Caldwell’s winners last year have been under pressure in 2008, but we remain confident in our client’s holdings. The U.S. Economy is very close to stall speed and is on the cusp of a recession. If we do have a recession we would expect it to be mild due to the fact that there are not many excesses in the non-financial, non-housing areas of the U.S. economy. These areas have low inventories, have not …
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