February was a big month for the market. With pressure building as the market continued to climb, we were expecting a pull back in the market. With company valuations already fully stretched we had been recommending to clients for the past quarter to look at taking profits on those companies trading above their fair value.
Time to adjust your portfolio.
The easiest way to make money is to not lose it. This August reporting season is shaping up to be a negative earnings year. At this point we are expecting the earnings per share will be down 3.5%, noting that the 2023 year was also down 2.9% as well. Two consecutive...
