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CM Market Update

By: Scott Van Den Berg, CFP®, ChFC®, CEPA®, AIF®, CRPS®, CMFC®,  AWMA® , Jim Brilliant, CFA® , and Arnold Van Den Berg

In this CM Market Update, we will review the following:

  • Rebound Expectations - Analysts compiled by Bloomberg expect the energy sector to have the biggest price return over the next 12 months, more than double the estimated advance for any other sector.
  • Digging Deeper - Analysts compiled by Bloomberg forecast explorers and drillers to have the highest returns within the energy sector over the next 12 months.
  • The increase in market value in 2017 alone for Apple, Google, Amazon, and Facebook, has surpassed the entire market value for some of the largest companies including Boeing, Schlumberger, United Parcel Service, Goldman Sachs, Starbucks, and Nike just to name a few.
  • The gap between the S&P 500 technology sector and the S&P 500 energy sector is the widest since 2001, a level we do not see as sustainable. 

Click here to download the report in PDF format.

Disclosures: Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment strategy including the investments and/or investment strategies recommended or undertaken by Century Management (“CM”) made reference to directly or indirectly by CM in its website, or indirectly via a link to an unaffiliated third party web site, will be profitable. CM is not responsible for the content presented on third party websites. This material is for informational use only and is not financial advice or an offer to sell any product. The information discussed and shown here is not a recommendation to buy or sell a particular security or to invest in any particular sector. Forward-looking statements are not guaranteed. You should not assume that any of the securities, sectors or holdings discussed are or will be profitable, or that recommendations we make in the future will be profitable or equal the performance of the securities discussed. There is no assurance that any securities, sectors or industries discussed herein will be included or excluded from an account’s portfolio.  CM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives. CM is an independent registered investment adviser. More information about the advisor including its investment strategies and objectives can be obtained by visiting www.centman.com. A copy of CM’s disclosure statement (Form ADV Part 2) is available without charge upon request. Our Form ADV contains information regarding our Firm’s business practices and the backgrounds of our key personnel. Please contact CM at 512-329-0050 if you would like to receive this information.