The Incredible Shrinking P/E Ratio
The decline in share prices combined with stable earnings projections means Price to Earnings ratios have declined significantly over the past six months.
The Rising Importance of Dividend Yield
We are likely moving from a period of above-average investment returns from stocks and bonds to a more normalized or lower return environment.
Winning By Not Losing
Mitigating losses in a weak market environment, like the one we are experiencing today, is a key aspect of the way we invest at Crawford.
Banking on Inflation
Selectively chosen bank stocks can play an important role in protecting investor portfolios against inflation and rising interest rates.
Pendulum Shifts: Cyclical versus Secular Change
We have noted that 2022 has been a year of uncertainty. Investors have been forced to face changing conditions in both the markets and the economy.
Dividend Integrity
It is interesting that the period of time in which this strategy was created was not entirely different from the economic and market circumstances today.
The Uncertainty of Investment Returns
As a stock market investor, there are few guarantees. However, we believe if one has a well thought out discipline and remains invested, suitable results follow.
Land of the Free, Home of High Quality
Currently, there is a significant commercial push for international investing.
Demise of the Mall
With the secular trend of e-commerce continuing to grow at the expense of traditional retail, we find what we believe is a long-term investable theme.
Investing Successfully in a World of Uncertainty
Higher volatility, or more risky strategies, are theoretically supposed to provide higher returns.
This is Not Your Father’s Inverted Yield Curve
With all the uncertainty in the current market, it is natural for investors to seek out familiar indicators guiding them toward what to expect next.
Value Versus Valuation
At Crawford, we employ an objectives-based approach to investing that we believe aligns better with both underlying corporate value and common sense.
