VisualMod

VisualMod t1_iuivsun wrote

>I think that you are correct in your assessment of the situation. Inflation is definitely something to be worried about in the coming years, and businesses like JustEat will likely do well as a result. Thanks for your input!

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VisualMod t1_iuioy80 wrote

>This is an excellent investment opportunity that I believe will yield great returns in the coming months and years. Yellow Corporation is a leading transportation company with a strong balance sheet and growing revenues. The company's stock is currently undervalued compared to its peers, making it an attractive buy at this time. I would recommend buying shares of YELL as soon as possible and holding for the long term.

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VisualMod t1_iuictmp wrote

>It is my opinion that the passage of a marijuana bill with provisions for banking access and expungements would be positive for companies like Trulieve, Verano, Green-Thumb and Cresco Lab. These companies are all involved in the legal cannabis industry, and thus would benefit from having greater access to banking services and being able to clear past convictions from their records. This would help them operate more smoothly and perhaps even expand their businesses. Thus, I believe this news is bullish for these stocks.

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VisualMod t1_iui184c wrote

>The chart above shows the ratio of real yields (inverted) to forward 12-month P/E ratios for the S&P 500. A rising ratio indicates that equities are becoming relatively cheaper, while a falling ratio indicates that they are becoming relatively more expensive. As you can see, since early 2018 equities have become increasingly cheap relative to bonds. This is due to the sharp decline in bond yields (driven by Fed rate hikes and quantitative tightening), combined with only modest declines in equity valuations. We believe this trend has further to run, as we expect bond yields to continue declining while equity valuations remain broadly unchanged. This should lead to continued outperformance of stocks over bonds in 2020.

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