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  • Commentary

Newsletter Q3 2020

October 6, 2020/in Commentary, Newsletter /by projects@coldspringdesign.com

Our current portfolio positioning is conservative relative to your personal investment objective and risk appetite. We are holding the highest cash and lowest equity levels in accounts than we have in over 10 years. This is reflective of the current market and economic conditions, the pandemic’s negative impact, and the uncertainty around the presidential election. […]

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Newsletter Q2 2020

July 1, 2020/in Commentary, Newsletter /by projects@coldspringdesign.com

We feel confident about the repositioning we were able to do during the pandemic and ensuing market volatility. While we are not aggressive buyers of stocks at current levels, we will likely add to high quality equities on any meaningful weakness. However, the bond market, particularly government bonds, is worrisome, with interest rates at record […]

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Newsletter Q1 2020

April 8, 2020/in Commentary, Newsletter /by projects@coldspringdesign.com

We are hopeful, like everyone, that the spread of the coronavirus will run its course as quickly as possible and that the number of human lives lost will be limited. In the meantime, we want to assure you that we remain laser-focused on client communication, planning and portfolio management to assure both current income and […]

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Newsletter Q4 2019

January 23, 2020/in Commentary, Newsletter /by projects@coldspringdesign.com

We are cautiously optimistic that U.S. equities, and in particular dividend growth stocks with high free cash flow, can continue to move higher in 2020. In an economy with modest growth, low interest rates and above average valuations, returns will likely be driven by earnings growth. Recall from last quarter’s newsletter that we lowered our […]

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2019 Annual Market Review

January 15, 2020/in Commentary, Market Review /by projects@coldspringdesign.com

The year began with the government stymied by a shutdown, and ended with articles of impeachment levied against the president. In between, both domestic and global economies showed signs of slowing, all while the trade war between the United States and China loomed throughout the year. Nevertheless, investors remained relatively bullish toward stocks, pushing several […]

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Newsletter Q3 2019

October 17, 2019/in Commentary, Newsletter /by projects@coldspringdesign.com

We don’t have a dour view of stocks. Rather than try and call the economic cycle, we continue to invest in companies with strong free cash flow, strong business models, and conservative balance sheets. While we think there may be an earnings lull, and we worry about trade wars and Washington missteps or non-steps, the […]

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Quarterly Market Review: July-September 2019

October 8, 2019/in Commentary, Market Review /by projects@coldspringdesign.com

The third quarter was full of ups and downs for stocks, much like the second quarter. Stock values moved in response to the rhetoric from the participants in the trade war between the United States and China. The Federal Reserve lowered interest rates two times during the quarter. More new jobs were added, but at […]

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Quarterly Market Review: April-June 2019

July 18, 2019/in Commentary, Market Review /by projects@coldspringdesign.com

The second quarter was full of ups and downs for stocks as investors had plenty to worry about. Throughout the quarter, the trade war between the United States and China ebbed and flowed as news continuously changed from positive to negative. Employment was steady and the unemployment rate remained low, but wage growth was moderate […]

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Newsletter Q2 2019

July 14, 2019/in Commentary, Newsletter /by projects@coldspringdesign.com

In this moment, we are witnessing an incredibly long run of prosperity in the U.S.. Certainly one could argue that it is not as shared as it had been in past economic expansions. And it is also aided and abetted by massive government debt (not more than most other nations though) and an accommodative, if […]

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Newsletter Q1 2019

April 25, 2019/in Commentary, Newsletter /by projects@coldspringdesign.com

Overall, Shorepoint is constructive on the current investment landscape. Low interest rates, solid corporate margins, significant corporate cash returned to shareholders (dividends and buybacks), low inflation and steady economic growth have driven strong equity returns since the Great Recession. Valuations as measured by price/earnings multiples are in line with historical averages and are not excessive. […]

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Quarterly Market Review: January-March 2019

April 16, 2019/in Commentary, Market Review /by projects@coldspringdesign.com

Following a tumultuous close to 2018, stocks enjoyed a robust January. Positive feedback from ongoing negotiations between the United States and China, coupled with strong job growth, low inflation, and stable interest rates, helped fuel investor confidence that pushed the major benchmark indexes to levels not seen in 30 years — despite a partial government […]

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Newsletter Q4 2018

January 16, 2019/in Commentary, Newsletter /by projects@coldspringdesign.com

Shorepoint believes that this is a buying opportunity and not the start of a bear market but a “normal” pullback as part of a secular bull market. Based on our assessment, we don’t anticipate a domestic recession and are adding about 5% to equities in our client accounts. However, we will first consider your cash […]

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Tim Vanech
Managing Director
Luis M. Raposo, CFA
Managing Director,
Chief Investment Officer


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