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Commentaries

Weekly Investor – December 11, 2017

  Movement on the Tax Front Equities opened last week higher after the Senate passed the Tax Cuts and Jobs Act of 2017 over the prior weekend. Stocks retreated throughout the day on Monday as the S&P 500 Index felt pressure from the decline in technology stocks. The downward pressure on the index persisted through […]

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Large Cap Commentary – October 2017

Bob Pisani, CNBC: “September saw the reflation trade come roaring back, and it’s likely to have legs in the fourth quarter. By “reflation” I mean expansion, as in expanding economies…..” Say the word ‘reflation’ and many people likely would look at the tires on their car. For those, however, with finance on their minds, reflation […]

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Small Cap Commentary – 3Q17

The third quarter is behind us, with the Argent Small Cap portfolio returning a strong 12.62% (net of fees) on a year-to-date basis ahead of the Russell 2000® Index returning 10.94%. For the quarter, however, Argent’s strategy trailed the Russell 2000 Index, 2.82% (net of fees) to 5.67%. Small caps started the quarter with year-to-date […]

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Dividend Select Commentary – 3Q17

As the end of the third quarter comes to a close, my kids are finally back in school and the chaos of summer has given way to quiet evenings spent doing homework. Although my kids will not agree, we at Argent understand the importance of homework in our stock selection process. It is nice to […]

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Argent Quarterly Investment Commentary – September 2017

“Yesterday is history, tomorrow is a mystery, but today is a gift. That is why it is called the present.”  – Oogway the Tortoise, Kung Fu Panda There are not many years when after nine months one can survey the landscape of investment alternatives and see nothing but positive returns. Since good times never last […]

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