ERShares In The News

#earningsreport​ #newinvestorgeneration​ #stockvolatility​ Joel Shulman, in his appearance on Mornings with Maria, shares his views on the state of the Markets in the new month. High-flying value stocks have languished and may be in trouble with their high multiples. Shulman speaks about the guidance during earnings season, "95% of Tech stocks beat earnings, yet they still dropped 1.6% last week." However, selective FAANGs, notably Facebook, GOOGL, and AMZN provide a respite, in a market filled with high valuations and accompanying expectations. Even deep value stocks are down 20%+ from their YTD highs. Unfortunately, prior earnings guidance has not been very helpful since we are coming to an unusual time period with companies setting a low bar. Shulman discusses the acceleration of individual investors holding more stocks than ever as contributing factors to stock volatility. He notes the erratic movement of Bitcoin and Coinbase, as being representative of the new investor generation. Though he anticipates continued volatility through the Spring, he remains optimistic that markets will conclude the year at a higher level.

#stockmarket​ #HighGrowth​ #highgrowthtech​ #techstocks​ High Growth Tech is making its way back with steady growth ahead for investors. "Many of the Tech companies have organic revenue growth north of 30% to 50% with early announcements indicating that they are already exceeding that." Shulman highlights entrepreneurial tech companies with charismatic leaders creating organic growth. There are substantial growth opportunities built into these entrepreneurial tech company names providing pivotal job creation. Tax rate hikes with Biden's expected proposal on capital gains taxes will scale back the organic, long-term growth with companies moving offshore and entrepreneurial leaders changing their course of action. Despite tax hikes being unfavorable for growth, Shulman remains optimistic about high growth tech roaring back.