Home Money MattersStrategy focus United States

Strategy focus United States

by Christine Callies

• Our message for the period immediately ahead continues

to be that we expect some stabilization in the stock market

before the end of November. We recommend adding to equity

exposure below 1,400 on the S&P 500 and below 3,600 on

the NASDAQ composite.

• Recent selling pressure appears to represent typical end-of quarter

and fiscal year-end jitters. Mutual funds may continue

their house cleaning into the end of October. Pressure from that

kind of profit-taking would probably be most evident in the

groups that have been among the poorer performers so far this

year (i.e., technology in the short term). As we see it, deteriorating

sentiment should contribute to a fourth-quarter buying opportunity.

• The recent spate of decreases in earnings estimates should

not be seen as a new negative in the market’s picture, in our

judgement. Analysts’ earnings-estimate-revision activity almost

has a negative bias between September and the early

part of the following year.

• Multiple convergence continues to support emerging

leadership in the S&P 500 and the technology sector. Investors

interested in stock with growth at reasonable price

multiples have been seeing those PIE ratios creep higher

even as the more expensive multiples have retreated. The

S&P sectors that are unlikely to be potential beneficiaries of

that trend, in our view, are tech, healthcare and financials.

• The growth in the M3 measure of the money supply has recently

accelerated. That bodes well for an eventual stabilization

in equity prices in the fourth quarter.

• Non-auto consumer cyclicals and capital goods/technology

hybrids remain attractive. Looking at all of the S&P sectors, we

continue to suggest that investors have overweight positions in

energy, technology, and utilities; neutral positions in capital

goods and consumer cyclicals; and underweight positions in

basic materials, communications services, consumer staples, financial

services, healthcare, and transportation.

You may also like