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Commentaries

Weekly Investor – June 19, 2017

  A Rate Increase U.S equity markets were mixed last week and the S&P 500® Index closed up 0.12%. Investors spent much of the week digesting the widely expected rate hike by the Federal Reserve from 1% to 1.25%.  In economic news, retail sales declined by 0.3%, the largest decline since January 2016 and consumer […]

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Large Cap Commentary -May 2017

Recently I was in a client review and the client asked about turnover for our large cap strategy. For the record, we average about 35% turnover per year, meaning we hold a stock, on average, for three years.  Compared to peers our holding period is quite long.  The client also asked why we would ever […]

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Small Cap Commentary – April 2017

Equity markets were positive for the month of April as earnings season is churning out better quarterly earnings growth than has been witnessed in several years. As I write this, our benchmark, the Russell 2000® Index has posted +9.7% earnings growth on a year-over-year basis and the S&P 500® Index earnings growth is +13.5% for […]

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Dividend Select Commentary – 1Q17

The first quarter of 2017 is officially in the books and, at least as I write this, it appears that Spring has sprung! I don’t know about you, but we certainly hope that a return to winter is not in our future.   Investors surely feel the same way about the market, and what has been […]

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Argent Quarterly Investment Commentary – March 2017

The stock market acts like a barometer, not a thermometer. It moves based on the outlook for business and economic conditions n the future rather than reflecting on current conditions. So what has changed since Election Day? There has been no repeal of the Affordable Care Act, and no income tax relief or big infrastructure […]

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