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We Continue to View Large Cap Stocks Favorably

Rafael Resendes, Co-founder of Applied Finance, shares his view on the stock market crash. He warns of panic selling and explains why Facebook, McKesson and Aptiv are attractive value plays.


Looking Back, Looking Forward – 2022Q3

Those latest earnings forecast, are implying an economic soft-landing, not an outright severe recession. Historically, the SP500 EPS change during a recession was a decline in the high teens. That said, with the SP500 losing nearly a quarter of its value YTD, investors clearly have embraced less robust prospective earnings than what the consensus estimate is suggesting. […more]

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