Zacks Professional Services

This week, Zacks Equity Strategist Mayur Thaker, CFA, provides a range of macroeconomic indicators that signal a recession is ahead regardless of the stock market's seemingly relentless surge. Mayur's analysis sheds light on the potential impact of inflation, long-term yields, and future earnings growth. He doesn’t provide a specific recession date but outlines key metrics for investors to monitor and offers a defensive portfolio strategy for best protection during economic downturns. Watch this week’s strategy call to be prepared for whatever the 2024 market brings!  https://lnkd.in/g7MWrh6n   #MarketAnalysis #Recession #EconomicAnalysis  

Mayur Thaker, Equity Strategist at Zacks Investment Research provides a look into the performance of Zacks Earnings Certain Family of Portfolios. He reports the same themes that drove the index’s returns in 2023 continue to work thus far in 2024. However, April was a rough month for markets as long-dated Treasury yields moved markedly higher as CPI and PCE continue to remain above the Fed’s 2% target. The 10-year Treasury yield also moved higher consistently throughout the month of April, which was a negative to the two high duration risk assets that dominate both the S&P 500 and Nasdaq-100. This also impacted ‘bond proxies’ which are a large part of Zacks ECPs. Shares of American Tower (AMT,) Dollar Tree (DLTR), and Public Storage (PSA) are among our big performance detractors this year. Meanwhile, our big winners YTD are Tractor Supply (TSCO), Walt Disney (DIS), and Novo-Nordisk (NVO, +24.7% YTD). ECP companies continue to deliver the same consistent earnings growth at 8-10% per annum, correlating closely to realized returns of roughly the same. Zacks is also very comfortable with the results thus far YTD. While we trail the index by approximately 400 basis points this year, the average beta of the Zacks Earnings Certain Proxy remains at just 0.82 and Zacks Earnings Certain Admiral runs even lower at 0.74 but producing returns in-line with the index. Meanwhile, the flagship portfolio of 76 trades % premium has narrowed towards the low end of the 20-year range. The combination of low beta, relative P/E multiple compression, yet relatively in-line performance gives us confidence. Read the latest performance details here: https://lnkd.in/gX4pzX5i #PortfolioManagement #ECP #MarketAnalysis #InvestmentStrategies #FinancialAdvisor 

  Mark your calendars for Zacks upcoming breakout session at the @UnitedPlanners Financial Services trade show. If your clients have recession concerns, learn how to provide them with downside protection using Zacks recession-proof Earnings Certain Portfolio (ECP).     Don’t miss out on this valuable session. Join us on May 21 at 10:20 AM on the Second Floor, Cassidy (NE).    #FinancialAdvisors #InvestmentManagement #WealthManagement #WealthAdvisors  

How do the stocks we include in the Zacks Focus List actually perform? In the past 12 weeks, Zacks Focus List member Sea Limited (SE) shares have gained +44.28%, and shares of Quanta Services, Inc. (PWR) have returned +28.40%. Over the same period, the S&P 500 has increased +4.27%.   Learn more about Zacks research performance and see more of our latest performance numbers with our free weekly performance update. https://lnkd.in/gETFgdSS #FinancialAdvisor #InvestmentResearch #StockMarket #MarketStrategy #Investing

  Thank you to @TheInvestmentCenterInc for hosting a phenomenal event on Tuesday!     Zacks Professional Services would also like to say a special thanks to everyone who attended our breakout session and visited @MikeLeahy and @TomCarlson to learn more about our easy-to-use Advisor Tools. Our platform provides financial advisors with access to resources like Zacks Rank for stocks and mutual funds, charting and screening tools, equity and ETF model portfolios, and more.     If you missed the event, learn about our Advisor Tools by visiting: https://lnkd.in/gkiKXpHa    #AdvisorTools #FinancialAdvisors #WealthManagement 

In this week's webinar at https://lnkd.in/g7MWrh6n, Zacks Chief Equity Strategist and Economist John Blank, PhD continues his portfolio management theme using top stocks in the Medical sector, in comparison to stocks in three other market sectors—Consumer Discretionary, Consumer Staples, and Retail-Wholesale. John uses three criteria to find and to analyze top stocks in Medical and other sectors: market capitalization; the maximum number of analysts following the stock; and the largest one-month change in F1 estimates. By comparing metrics for stocks using various criteria and differing weights, he demonstrates how insights can be revealed to optimize portfolio performance, reduce risk, and more. John offers return analyses of various hypothetical Medical stock portfolios, and how they compare with other sectors. In addition, John provides a two-part Zacks Rank analysis, first using a trend EPS growth variable, followed by a standardized unexpected earnings variable. Don't miss this interesting and helpful portfolio management webinar! #PortfolioManagement #Investments #Webinar #StockMarket #ExpertInsights #MarketStrategy

What kind of returns do Zacks Rank #2 (Buy) stocks actually produce?  Shares of Navios Maritime Partners L.P. (NMM) have gained +30.23% (compared to the S&P 500’s +2.29% rise) since the stock was upgraded to Zacks Rank #2 on 2/29/24.   Shares of Cardiff Oncology, Inc. (CRDF) have added +20.96% (versus the S&P 500’s +0.95% increase) since the stock was upgraded to Zacks Rank #2 on 3/4/24.   Zacks Rank is our short-term rating system that has earnings estimate revisions at its core. Empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Learn more about Zacks research performance and see more of our latest performance numbers with our free weekly performance update. https://lnkd.in/gETFgdSS    #Investments #Investors #StockMarketUpdate #MarketAnalysis #FinancialMarkets

  In this week's webinar at https://lnkd.in/g7MWrh6n, Zacks Equity Strategist Mayur Thaker, CFA  analyzes two stocks— CGI Inc. (CGI) and Gartner Inc. (IT)—that have been recently added to the Zacks Earnings Certain Portfolio (ECP), and that are emblematic of the quality we look for when choosing members for this model portfolio.     First, Mayur discusses the 4 factors that comprise the Zacks definition of quality: high and durable earnings linearity, earnings growth, return on invested capital, and free cash flow conversion. Then he walks through some key stock metrics that illustrate this quality, including EPS, ROIC, Free Cash Flow Conversion, and many others.    Mayur then dives into the latest earnings reports issued by both companies, covering the first 3 months of 2024. He looks at their actual reported numbers, as well as guidance for the rest of the year, to demonstrate the 'high and durable' performance that makes these companies perfect for the Earnings Certain Portfolio. Don't miss this excellent primer on how to discover quality stocks!     #FinancialAdvisor #StockMarketUpdate #Investing #FinancialMarkets #Investors #FinancialMarkets #Economics #StockMarket

Shares of Carlisle Companies Inc. (CSL) have gained +16.01% (versus the S&P 500’s +2.52% increase), and shares of Allison Transmission Holdings, Inc. (ALSN) have added +6.61% (versus the S&P 500’s +3.04% increase), since the Zacks Recommendation for these stocks was upgraded to Outperform on February 16 and February 15, 2024, respectively.   Unlike the Zacks Rank—our short-term rating system that is most effective over the one- to three-month holding horizon—the Zacks Recommendation aims to predict performance over the next 6 to 12 months.   Learn more about Zacks research performance and see more of our latest performance numbers with our free weekly performance update. https://lnkd.in/gETFgdSS #StockMarketSuccess #InvestmentGains #ZacksResearch #OutperformingStocks #MarketPerformance #StockMarketTips

Join Zacks for our breakout session at The Investment Center National Education conference entitled, “Select High-Performing Investments for Client Portfolios.”   It's your chance to learn more about our easy-to-use, powerful Advisor Tools research platform. In addition to the forward-looking Zacks Rank for stocks, Advisor Tools provides complete mutual fund research resources including Zacks Mutual Fund Rank, plus powerful charting and screening tools, equity and ETF model portfolios, and much more.   The session is on Tuesday, May 7, 10:15 am. Be sure to add it to your calendar! The Investment Center, Inc.