What a slower growth world tells us about current stock valuations and Gurus

Danielle Park, author of “Juggling Dynamite” and President of Venable Park Investment Counsel presents her talk entitled, “What A Slower Growth World Tells Us About Present Stock Valuations and Gurus.” Taped January 21, 2013 at Cambridge House International’s Vancouver Resource Investment Conference.

Here is a direct link.

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9 Responses to What a slower growth world tells us about current stock valuations and Gurus

  1. Pat says:

    Danielle, the 8,000 level you speak of, does that represent the DJIA & then 850 on the SPX?
    If yes, then that reflects 4/09 prices & higher highs.
    Many thanks.

  2. Dirk Burhans says:

    This has nothing to do with anything, but have you ever been told that you look like Meryl Streep? 🙂

  3. aliencaffeine says:

    All I know is that I am 5 years older and I can’t withstand a torpedo into the hull.

    Thanks much Danielle…..early as usual, but patience will pay off (I hope).

    Right?

  4. William says:

    This seems to be the right video from the Cambridge House conference. I agree with about 99,7% what you’re saying in the video.

  5. aliencaffeine says:

    99,7%

    Thats news to me. Please explain. BTW, lots of retailers got hit hard on the US exchanges today. Petsmart, Joseph Bank Suitery, SodaStream and of course the 3D rapid prototypers. Smells like a slowdown to me when you ain’t buying suits or feeding your pets.

    I even met more oldsters over the weekend that have no clue that their Medicare Part B is gonna zoom from 106.00 to 240.00 PER MONTH!

    They looked puzzled, like when you get shot and look down and see blood pouring out of a hole in your gut. I got a warning letter from Northwestern Mutual about ‘prepare to pay your way’ if you are under 65 come New Years Eve, and furthermore NWM is NOT going to pay any health benefits for new hires in the not too distant future. So Danielle is correct, in a way.

  6. aliencaffeine says:

    Add to my comment the earnings excuse laid-egg from VMW. Lower global spend and federal spending cut backs. Cloud-based tech company really getting schooled badly today.

  7. Pat says:

    According to Medicare.gov, Medicare Premiums are rising based on 2011 income (see chart for sliding scales).

    “Most people pay the Part B premium of $104.90 each month in 2013.

    You pay $147 per year for your Part B deductible in 2013.”

    http://www.medicare.gov/your-medicare-costs/part-b-costs/part-b-costs.html

    http://www.aarp.org/about-aarp/press-center/info-11-2012/AARP-Statement-on-2013-Medicare-Part-B-Premium-Increase.html

  8. Roberta says:

    Outstanding Danielle! As usual.

    Thanks very much.

  9. Dirk Burhans says:

    Watching this again and really appreciate the succinct & comprehensive analysis & overview. It’s been really hard for those of us enduring the current fluffy market situation to wait for the downside resolution, as I’m sure you’ve heard a few times from your clients!

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