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Not the Apple of My Eye
by Randall Abramson, RJ Steinhoff of Generation PMCA, 9/1/20

While this article is specific to Apple, we could have written a similar piece on Facebook, Amazon, or several other leading tech names whose valuations, based on our analysis, have lifted to levels we believe are unsustainably high in the short run.

Companies Struggling to Quantify COVID-19 Impact
by RJ Steinhoff of Generation PMCA, 2/25/20

Reports from China show COVID-19 is having a significant impact on the country’s economy. According to the China Passenger Car Association, car sales have plummeted by 92% during the first two weeks of February. A survey of small and medium sized businesses conducted by the Chinese Association of Small and Medium Enterprises revealed...

Investing in a Fairly Valued World
by Herb Abramson, RJ Steinhoff, Randall Abramson, Anthony Visano, Jeff Sayer of Trapeze Asset Management, 9/30/13
For several years we have been arguing that global equity markets are undervalued and represent the best investment alternative given growing corporate profits (S&P 500 Index earnings have nearly doubled in the last five years), a favorable monetary backdrop and a recovering economy.
3 results found.