1. First off, they’re bullish on Energy above all else. That wouldn’t be too hard considering the smack down laid down on oil in October. Energy is followed by healthcare (another big shocker), communication services, and materials.
  2. Broad market expectations are mixed. With S&P 500 target estimates ranging from 2,705 to 3,350.
  3. If you read the above two things you realize that nobody knows nothin’… Earnings are expected to slow down as well as economic growth and we’re in for a hell of a lot more volatility. Time to sell premium (if you know how… and if you don’t stay tuned)

Factset’s Breakdown of Analyst’s Most Highly Rated Sectors and Companies

Barron’s Thinks Wall Street is Getting Bearish

Ed Yardeni (Forecasting Genius) Thinks Wall Street is Way Too Optimistic About Earnings

FinancialSamurai’s Roundup of Analyst Targets

Forbes Actually Has A Few Decent Stock Picks for 2019

 

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