Stocks: Expensive or Cheap?

There is disagreement on value regarding the overall stock market. ICON thinks stocks, in general, are underpriced relative to their intrinsic value but many analysts are stating stocks are expensive. We presume analysts who think stocks are expensive are basing their views on the broad market P/E. Who’s right, and why the disagreement?

Individual Investor Sentiment: Are Low Bullish Readings a Rational Representation or Do They Signal a Buying Opportunity?

At ICON, we invest according to our valuation system and don’t rely on emotions. We also believe that the market leads the economy. Therefore, if one sees low bullish readings of AAII sentiment as contrarian, the current market could actually be a historic buying opportunity.

ICON Strategy-Based Investing: Global Moderate Update

The SBI Portfolios buy and hold the best strategies and the most strategy consistent managers in those strategies according to our system.  In using this process we’ve observed that the effectiveness of each strategy may vary through changing economic and financial market conditions.  One such example during this most recent market volatility is ICON’s SBI Global Moderate Portfolio

Mr. Market 2020

It seems timely to recall a metaphor described by Benjamin Graham, the ultimate value investor. In reference to the stock market, he wrote of “Mr. Market.”

ICON’S U.S. INCOME PORTFOLIO: HELPING YOUR CLIENTS NAVIGATE THE CURRENT CRISIS AND VOLATILE MARKET SETTINGS

Our U.S. Income portfolio seems to be handling this market downturn very well. The U.S. Income portfolio’s combination of bonds, utilities & dividend oriented equities is very important to us, the secret sauce if you will.

Corporate Buy Backs

The activity of public corporations repurchasing previously issued shares has become a topic of controversy lately as two U.S. senators have proposed…

Monetary Policy: Neutral or Normal?

T-Bills are generally considered to be risk-free investments. An investor knows what the return will be over the short holding period, and the bills are backed by the full taxation power of the U.S. Federal Government.

Everybody’s Talkin’

The purpose of this article is to help remind financial advisers and their investors of the power of long-term investing and the potential cost of investor fear.

China Green Policies could Influence Companies in the Emerging Markets

China’s focus on green policies and the rise of eCommerce have influenced paper companies’ rise to value within the ICON system. Portfolio Managers Scott Snyder and Rob Young discuss these influences and their potential effects going forward.

Portfolio Manager Q&A: Information Technology Sector

The Information Technology sector comprised just over 16.5% of the S&P 1500 Index at the end of 2007. As of September 2017, the Information Technology sector grew to comprise over 22% of the Index and became the largest sector by market cap weight.