For a second consecutive year,
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December 31, 2015
2015 was a year of digestion and indigestion. Digestion for those who experienced three straight years of outsized gains from equities, and indigestion for those...Read More.
September 30, 2015
Why is it then that people seem so surprised when the market declines 10%? We know, based on historical data, it is going to happen about once every year. Essentially the same...Read More.
June 30, 2015
Most of the major indices are hitting the reset button as we enter the 2nd half of 2015 with the S&P 500 +0.9% YTD after a -2.0% June and a flat Q2. The Dow is -1.2% YTD and the Nasdaq is +5.5% YTD. Health Care (+8.7%) and Consumer Discretionary (6.0%) stocks led ...Read More.
March 31, 2015
After a rocky start to January, equities (S&P 500) rebounded in February, and bounced around in March to end the quarter 0.8% YTD. Even though much of the headline news focused on...Read More.
December 31, 2014
For a sixth consecutive calendar year, U.S. equities closed in positive territory. The S&P 500 ended 2014 +13.0% (including dividends), the third straight year of double-digit gains. Positive macroeconomic data...Read More.
September 30, 2014
After a relatively volatile quarter, equities (S&P 500) ended with a 1.0% gain. A sell-off in July was quickly erased with an almost 4% run in August. September finished -1.5%, mostly on the angst...Read More.
June 30, 2014
Given the occurrence of the World Cup, the quote above seems timely as solid performance in June across the majority of equity indices led to the S&P 500 gaining +2% for the month and now...Read More.
June 30, 2014
Successfully adapting to change is the hallmark of any lasting company. NorthCoast, founded in 1988, counts itself among a handful of investment advisors that have been in business for over twenty-five years...Read More.
March 31, 2014
A rocky March leaves equities (S&P 500) under +2% for Q1 and YTD 2014. After three months of action the market continues to grind along at a slow albeit positive pace....Read More.
December 31, 2013
For a fifth consecutive year, U.S. equities closed in positive territory. The market (S&P 500) reported its highest annual gain in 16 years at 31.5%, topping all time highs....Read More.
September 30, 2013
It’s been said, “stocks climb a wall of worry”. That statement rings true for the first three quarters of the year. 2013 started with worries over the Italian elections, Cyprus, and fiscal cliff negotiations......Read More.
Jun. 30, 2013
The quantitative easing tactics administered by the Federal Reserve over the last five years have had a positive impact on the stock market.....Read More.
May. 6, 2013
NorthCoast Asset Management, LLC and Investor's Business Daily (IBD) today announced a licensing agreement that will provide for the launch of new separate account offerings called the NorthCoast Retirement Portfolios....Read More. Read the IBD Report.
Mar. 31, 2013
Our 32nd President boldly delivered these words during his first inauguration speech, and after three months of market action this year, we struggle to find a quotation that better captures today’s mindset. Many investors are scared...Read More.
Dec. 31, 2012
It’s 2013 and time again for the annual Wall Street ritual called “The Year Ahead.” This is when every newspaper’s financial section rolls out the experts to dole out their forecasts for the stock market’s expected return for the year. It resembles the parable of the six blind men describing an elephant...Read More.
Sept. 30, 2012
The old adage that the market climbs a wall of worry was very apropos last quarter. Though many are scared and it's hard to find anyone excited about stocks, the market advanced and accounts made gains during the third quarter. Since April 30th this year, however, CAN SLIM® stocks have been...Read More.
June. 30, 2012
The 2nd quarter brought with it the volatility that we all had been anticipating - the first quarter was just too easy. The S&P 500 fell -11% at one point from its April 2nd high of 1,422 to its 1,266 low on June 4th. That low point found good support, however, as a healthy, volume-supported rise...Read More.
June. 30, 2012
The "M" in theCAN SLIM® system stands for the stock market, and for more than fifty years William J. O'Neil has taught investors about the merits of paying attention to what the market is doing. There are times to be in the market and times to...Read More.
March. 31, 2012
Often in these quarterly updates we remind our clients that one of the reasons systematic investment strategies like CAN SLIM® or Legends Value are productive over time is because they don't suffer from bias. They don't watch CNBC or read Barron's; they don't fear the next election cycle in Greece or....Read More.