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asset-allocation: Archive

John Blank

Zacks March View on Equity Markets

We show you the Return on Equity charts for the Top 15 stocks in these 2 Utility sectors, selected by Market Capitalization.

John Blank

ZRS Chart of the Month

Info Tech (9.10) remains overpriced, at extreme valuations, still +47% over the median. That is the remaining AI froth factor. Factor in high tech mega-cap P/E multiples too.

John Blank

March Asset Allocation Guidelines

Returns are based on market-implied earnings growth rates looking out 3 to 5 years. In comparison, Wall Street consensus returns for large caps in the S&P 500 typically show a +10% blended return.

John Blank

March Sell-Side & Buy-Side Consensus at a Glance

"Bottoms-up" consensus on EPS growth for S&P 500 stocks? Outside consensus expects +14.0% EPS growth in 2026, +12.1% in 2025, and +10.4% in 2024.

John Blank

International: Update on Global Regions

Many U.S. corporations have a global presence, with assets and revenues in or from foreign countries. Therefore, certain global events can have a material effect on S&P 500 companies and overall index performance.

John Blank

February Sell-Side and Buy-Side - Consensus at a Glance

Consensus calls for EPS growth in 2025 and 2026 get loosely tied to U.S. growth estimates, along with long-term trend growth projected for the 2025 and 2026 real GPD growth outlooks.

John Blank

ZRS Chart of the Month

The top sector is Info Tech. The growth gets enabled by AI data/cloud centers and ongoing tech mega-cap earnings strength.

John Blank

International: Update on Global Regions

Many U.S. corporations have a global presence, with assets and revenues in or from foreign countries. Therefore, certain global events can have a material effect on S&P 500 companies and overall index performance.

John Blank

February Asset Allocation Guidelines

We draw upon the Zacks Valuation Model (the ZVM) to construct style boxes. Returns are based on market-implied earnings growth rates looking out 3 to 5 years.

John Blank

Zacks February View on Equity Markets

The Top Zacks Investment Brokers & Managers, Investment Funds and Real Estate stocks are worth investigating.