Health Care Snapshot
Which health care industries are most at risk of disruption by Amazon? Health Care sector stocks, as tracked by the XLV Sector SPDR, are posting some ugly relative performance this year. This has come as a surprise to us at JAG, as earlier this year we thought the group looked attractive. Looks like we were […]
Growth vs. Value
Is there a resurgence in value stocks on the horizon? So far this year, the Russell 1000 Growth Index has more than tripled the return of the Russell 1000 Value Index. (26% vs. 8%, year-to-date through 11/14/17, respectively). Given this vast recent outperformance by growth stocks, some Wall Street strategists are predicting that the worm […]
Streaming to Victory
Cable and satellite providers are losing the cord-cutting battle. Is the trend here to stay? Why pay $100-$200/month for hundreds of channels that you never watch? More consumers are answering this question by choosing to cut the cord and walk away from their cable and satellite subscriptions. In fact, during just the 2nd quarter of […]
Market Sector Recap
This week JAG analyzes the Tech, Healthcare, Consumer Staples and Consumer Discretionary sectors. The Technology sector has been a real beauty in 2017. The ETF representing the sector has roared higher by more than 30%, almost doubling the S&P 500’s year-to-date gain of 16%. On a relative strength basis, Technology stocks have broken out to […]
Consumer Staples Snapshot
Consumer Staples stocks are now at an almost 10-year low versus the R1G Index. Yikes, we don’t see this sort of chart very often! On a relative strength basis, Consumer Staples stocks are now at an almost 10-year low versus the Russell 1000 Growth Index. This is a great example of what “out of favor” […]
Game On: The New Golden Age for Video Games Has Arrived
Video games have become mainstream forms of consumer entertainment Mobile gaming has expanded the addressable global market User engagement statistics show that leading game titles are gaining “market share” of leisure time The industry is less cyclical than ever before Game publishers have successfully developed new, high margin revenue streams Modified Reality (AR/VR) is a […]
JAG Earns PSN Top Guns Award by Informa Investment Solutions
[St. Louis] JAG Capital Management is pleased to announce its Large Cap Growth strategy was awarded PSN Top Guns awards from Informa Investment Solutions’ PSN database for being among the top 10 performers in the peer group for the period ending September 30, 2017. Informa Investment Solutions, is one of the leading investment manager search and […]
3rd Quarter 2017: Climbing the Wall of Worry
The bulls continued to run on Wall Street last quarter, pleasantly surprising many individual and professional investors. The S&P 500 Index gained over 4% for the three months ending September 30, 2017, bringing its year-to-date total return to 14.24% (including dividends). The benchmark index has now returned more than 278% since March 2009, which works […]
2nd Quarter 2017: The Fed’s Inflation Conundrum
What the heck is going on with inflation? In the 1970’s and 1980’s, rampantly rising prices were the bane of our economy (the cartoon to the right was published in 1974). But today, despite years of intensive stimulus from central bankers around the world, inflation is nowhere in sight. For those who follow economic and […]
Got Growth?
Artificial Intelligence Computer processing speed has expanded to the point that it rivals the synaptic speed of the human brain. Rest easy, it’s unlikely that computers will be able to rival relational, spatial, or creative thinking anytime soon. However, AI will continue to gain share in tackling rules-based tasks and developing algorithmic tools to analyze […]