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Lower Prices, Better Values—Where We See Opportunity for Investors

As market volatility, trade disputes and other political tensions continue, we maintain our belief that the current environment offers wealth-building opportunities for long-term investors with a well-diversified portfolio. This webinar lets you hear directly from our chief investment strategists—Chairman Dan Wiener, Chief Investment Officer Jim Lowell, Director of Research Jeff DeMaso, Portfolio Manager Steve Johnson and Equity Research Analyst Kate Austin—as they discuss critical subjects for investors like you.

Retail Sales Below Expectations

Adviser Investments’ Chief Investment Officer Jim Lowell has the market analysis for Thursday, February 14.  Although stocks were able to rebound slightly from intra-day lows, the Dow Jones Industrial Average and S&P 500 still closed the day down 0.4% and 0.3%, respectively, while the NASDAQ rose 0.1%. Meanwhile, the U.S. Census Bureau reported that retail sales fell 1.2% in December, the largest monthly decline since September 2009. Notably, internet-based retailers suffered a 3.9% drop in sales.

Levi Strauss Launches Second IPO

Kate Austin, equity research analyst at Adviser Investments, has the market analysis for Wednesday, February 13. Driven by encouraging news that a government shutdown appears likely to be avoided, major U.S. stock indexes rose slightly today. Meanwhile, Apple made headlines with its new subscription-based video and news services. Also noteworthy, Levi Strauss filed SEC paperwork to trade on the New York Stock Exchange. This is the company’s second IPO, following its 1971 offering and return to private status in 1985.

JOLTS Report Hits Record High

Adviser Investments’ Chief Investment Officer Jim Lowell has the market analysis for Tuesday, February 12. The Dow Jones Industrial Average and NASDAQ gained 1.5% and the S&P 500 rose 1.3% on encouraging news related to both trade negotiations with China and another potential government shutdown. Investors also reacted to the Labor Department’s JOLTS report, which indicated a December rebound and record high of 7.3 million job openings. Meanwhile, the National Federation of Independent Business reported a 3% decline in January’s Small Business Optimism Index.

 

Transportation Stocks Gain in Flat Markets

Josh Jones, vice president at Adviser Investments, has the market news for Monday, February 11. Major stock indexes were essentially flat today as traders await developments on trade talks and federal budget negotiations. Transportation stocks rose on signs that the U.S. economy is on strong footing. Consumer goods companies’ stocks have gained recently; Colgate-Palmolive and Procter & Gamble have raised prices on their products in response to consumer strength. Those price increases are beginning to translate into higher profits.

Mattel Soars 23% on Strong Quarterly Earnings

Charlie Toole, vice president at Adviser Investments, has the market analysis for Friday, February 8. With little economic data to drive markets, major U.S. stock indexes saw minimal movement today. Meanwhile, Mattel’s stock surged 23% on fourth-quarter earnings that surpassed both revenue and profit expectations. Elsewhere in entertainment, video game designer Electronic Arts gained 16% after launching Apex Legends. Goodyear Tire & Rubber, on the other hand, fell more than 9% after missing both sales and profit expectations as a result of disappointing emerging-market sales.

Twitter Stock Down 10% on Disappointing Revenue Outlook

Brian Mackey, deputy director of research at Adviser Investments, has the market analysis for Friday, October 12. Major U.S. stock indexes rebounded slightly from intra-day losses yet still closed down. The Dow Jones Industrial Average, S&P 500 and NASDAQ declined 0.9%, 1.0% and 1.2%, respectively. Meanwhile, Dunkin’ Brands fell nearly 4% today on weaker-than-expected sales. Despite topping both sales and earnings expectations, Twitter’s stock dropped 10% after the company noted a disappointing revenue outlook and measurement metric shift. Chipotle, on the other hand, gained more than 12% after reporting 10% year-over-year sales growth and a 28% earnings increase as a result of expanded delivery options and launch of the Chipotle app.

GM Tops Earnings Forecasts, Gains Nearly 2%

Rick Winters, vice president at Adviser Investments, has the market analysis for Wednesday, February 6. Major U.S. stock indexes declined slightly today: The Dow Jones Industrial Average, S&P 500 and NASDAQ dropped 0.1%, 0.2% and 0.4%, respectively. Despite the down markets, General Motors’ stock gained nearly 2% on stronger-than-expected profit and revenues and confirmed a full-year adjusted earnings range of $6.50 to $6.70 per share.

Disney Beats Expectations, Announces Disney+ Launch

Senior Vice President Chris Keith has the market analysis for Tuesday, February 5. Major U.S. stock indexes advanced, with the Dow Jones Industrial Average, S&P 500 and NASDAQ up 0.7%, 0.5% and 0.8%, respectively. Meanwhile, the Institute for Supply Management’s service sector index revealed a 2.2% decline in January from the previous month. Despite this recent slowdown, due in part to the government shutdown and ongoing trade uncertainty, the sector remains in expansionary mode. On the earnings front, Disney’s stock rose 2% in extended trading after the company beat earnings expectations and announced the launch of its “Disney+” streaming video platform.

Fed Committed to Safeguarding U.S. Economy

Jim Lowell, chief investment officer at Adviser Investments, joined Fox Business Network’s Maria Bartiromo and Mitch Roshelle to discuss January’s “remarkably positive, bullish pattern” and his outlook for stock and bond market activity for the remainder of 2019. Jim emphasized that the Federal Reserve remains committed to safeguarding our economy and that economic fundamentals continue to indicate slow growth here in the U.S. “We’re not going to let our near-term-risk guard down anytime soon,” Jim said, “but we’re also not going to take our long-term-growth gloves off.”

Alphabet Drops on Declining Ad Prices, Rising Costs

Todd Peters, senior vice president at Adviser Investments, has the market analysis for Monday, February 4. The Dow Jones Industrial Average and S&P 500 each gained 0.7% and the NASDAQ rose 1.2%. Meanwhile, Google parent Alphabet reported that quarterly revenue surged more than 21% to reach nearly $440 billion. Despite that sales growth, Alphabet’s stock fell 3% in after-hours trading as a result of rising capital expenditures and traffic acquisition costs.

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