Now that I’ve presented my 2019 game plan and my positioning moves planned for the last quarter, the time is ripe to see the strategies embraced by others. First off the blocks was Credit Suisse with a projection of an 11% upside with some volatility. I can’t disagree with the answer but question the methodology. Their belief is the rise will mainly be on the backs of investors willing to pay up for quality (margin expansion). My belief is that it will be riding the back of productivity increases as a result of the tax plan. At least we both recognize that the Y/Y EPS growth rate is generally not sustainable.
Yesterday I published a post where I referenced an article by Bespoke Investment Group. During this season of reflection of the past year and anticipation of the one to come – aka goal setting – I figured further analysis of their article and its relationship to the DGI community might be warranted.
First I need to address the caveats:
- Only publicly disclosed data culled from portfolios in my Blog Directory were used. If your blog is not listed, your data was not included.
- My data only reflects a snapshot in time. Once entered in my database I generally make no updates.
- I make no guaranty as to the accuracy of the data either through input errors, processing errors, or the legitimacy of the source data. Meaning, use at your own risk – or you get what you pay for.
My final post to this series is probably the least defined and most speculative post I’ve composed. Many have attempted before and I’m sure many will follow, but the topic Cord Cutting and how to profit from it is filled with politics, regulation, evolutionary technology, disruptive practices and good old fashioned corporate greed coming together to create a minefield to negotiate for those seeking answers.