Investors See Poor Large-Cap Stock Gains This Year. Here’s Where There’s Opportunity

Barron's2021-03-30

Stocks have seen impressive gains of late and they may be running low on gas. But there are pockets of opportunity Since Sept. 23, when investors resumed buying up assets most tethered to the ...

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精彩评论

StansenSG
2021-03-30
StansenSG
Comment n like
MFME
2021-03-30
MFME
Tesla??
Csng
2021-03-30
Csng
Nice
Kk722
2021-03-30
Kk722
Like n comment
股惑仔79
2021-03-30
股惑仔79
Pls help comment thks
- 祝我大发:
  i like
- 股惑仔79:
  ok
Shoki
2021-03-30
Shoki
Like and comment please, thanks!
- 股惑仔79:
  Ok pls help commenT too thks
- Shoki:
  Sure. Lets help one another!
- 股惑仔79:
  Ok

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Here’s Where There’s Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-30 17:26 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/investors-see-poor-large-cap-stock-gains-heres-where-theres-opportunity-51617043382?mod=hp_DAY_2><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stocks have seen impressive gains of late and they may be running low on gas. But there are pockets of opportunity\nSince Sept. 23, when investors resumed buying up assets most tethered to the ...</p>\n\n<a href=\"https://www.barrons.com/articles/investors-see-poor-large-cap-stock-gains-heres-where-theres-opportunity-51617043382?mod=hp_DAY_2\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":".IXIC","symbol_name":"NASDAQ Composite","start_time":0,"source_url":"https://www.barrons.com/articles/investors-see-poor-large-cap-stock-gains-heres-where-theres-opportunity-51617043382?mod=hp_DAY_2","article_id":"1126418852","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/a82005fdd5a20870413111b3adc1a547"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1126418852","pubTimestamp":1617096381,"sourceInfo":{"source_id":"lsy1610680873436","name":"Barron's"},"weMediaInfo":null,"summary":"Stocks have seen impressive gains of late and they may be running low on gas. But there are pockets ","collect":0,"end_time":0,"defaultTopTitle":"barrons.com","property":[],"viewcount":null,"language":"en","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"translate_title":"投资者认为今年大盘股涨幅不佳。这里有机会","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9,"SPY":0.9},"content_text":"Stocks have seen impressive gains of late and they may be running low on gas. But there are pockets of opportunity\nSince Sept. 23, when investors resumed buying up assets most tethered to the direction of the economy, the S&P 500 has risen 22%. Investors expect a sharp economic rebound, as Covid-19 vaccine doses have been administered quickly and trillions of dollars of fiscal stimulus has shored up demand. Much of that is now priced in, and valuations are fairly rich, leaving some to wonder if the market has seen the best of its gains for the near term.\nThat anxiety is evident in a Citigroup (ticker: C) survey of institutional investors. A “plurality” of those surveyed, according to the bank’s strategists, expect the S&P 500 to move past 4,100 by the end of the year. That implies less than a 4% gain from the index’s current level. The average call for the S&P 500, though, was for a gain just under 1%.\nBettter opportunities may lie within the broader market. Financials is the cheapest large-capitalization sector in the country, with S&P 500 financials trading at a forward-earnings multiple 32% lower than the average on the broader index. Earnings growth for the sector is set to explode in the next few quarters—especially for banks—as long-dated interest rates have risen and have more room to rise. At such low valuations, earnings may not be priced into the stocks. 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Smaller value names might be best to capture the upswing—value-oriented companies are mature in their life cycles, and their performance is more tied to economic growth, whereas revenue for companies still growing is dependent on longer-term industry changes.\nValue stocks in the Russell 2000 Index trade at tolerable levels, clearing the way for earnings momentum to carry these stocks higher. The forward-earnings multiple there is almost 35% below that of growth stocks on the index. Growth stocks often trade at between a 15% to 20% valuation premium to value, according to Yardeni Research. 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n comment&nbsp;","listText":"Like n comment&nbsp;","text":"Like n comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355426870","repostId":1126418852,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":355428983,"gmtCreate":1617097493142,"gmtModify":1634522683439,"author":{"id":"3577415105079753","authorId":"3577415105079753","name":"股惑仔79","avatar":"https://static.tigerbbs.com/2521bf7235578dd93b9e7d10c59d5058","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577415105079753","authorIdStr":"3577415105079753"},"htmlText":"Pls help comment thks","listText":"Pls help comment thks","text":"Pls help comment 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thanks!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/355465711","repostId":1126418852,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3920497,"gmtCreate":1617097405635,"gmtModify":1635746568449,"authorId":3577415105079753,"author":{"id":3577415105079753,"idStr":"3577415105079753","authorId":3577415105079753,"name":"股惑仔79","avatar":"https://static.tigerbbs.com/2521bf7235578dd93b9e7d10c59d5058","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":355465711,"type":1,"supId":0,"prevId":0,"content":"Ok pls help commenT too thks","text":"Ok pls help commenT too thks","html":"Ok pls help commenT too 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