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Newsletter Q4 2019

January 23, 2020/in Commentary, Newsletter

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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Newsletter Q3 2019

October 17, 2019/in Commentary, Newsletter

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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Newsletter Q2 2019

July 14, 2019/in Commentary, Newsletter

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

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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Newsletter Q4 2018

January 16, 2019/in Commentary, Newsletter

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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Newsletter Q3 2018

October 20, 2018/in Commentary, Newsletter

While the trade wars and accompanying global tensions that follow such a policy are troubling, we are hopeful that the current administration is being political ahead of the mid-term elections and hoping to activate its base. A little softening in rhetoric and trade policy or better trade deals would go a long way to alleviating […]

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Newsletter Q2 2018

August 3, 2018/in Commentary, Newsletter

The domestic economy is robust and is not showing any signs of slowing. Job growth is strong and unemployment is low, but we are starting to see some small signs of inflation. A majority of companies are exceeding Wall Street revenue and earnings expectations with the help of lower tax rates and healthy demand. The […]

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Newsletter Q1 2018

April 25, 2018/in Commentary, Newsletter

As contrarians, we are taking advantage of this correction and the positive macro environment to increase equities by 2% to 3% in client accounts (based on your investment objective/risk tolerance) which is a slight overweight from our neutral allocation. We will be funding this allocation by decreasing your bond allocation. If the stock market corrects […]

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Newsletter Q4 2017

January 24, 2018/in Commentary, Newsletter

In keeping with the turn of the year and renewed resolve, we would like to begin 2018 by encouraging all of our clients to make their health a top priority starting now. It may be unusual for this advice to be coming from your financial people, but time and again we see how important a […]

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Newsletter Q3 2017

November 1, 2017/in Commentary, Newsletter

We continue to advocate a diversified portfolio of quality, reasonably valued assets based on your investment objectives and risk tolerance. We believe that this has and will prove to be a successful investment strategy over the long-term. That being said, we will continue to make changes as prudent. We have taken profits on outsized positions […]

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Newsletter Q2 2017

August 4, 2017/in Commentary, Newsletter

As of this writing, the gridlock in DC has remained strong. The markets seem to celebrate this fact daily as Republicans have been unable to accomplish much of anything with their majority-on the legislative front – no border wall, little success on immigration laws, no repeal or replacement of the Affordable Care Act, no tax […]

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Newsletter Q1 2017

April 27, 2017/in Commentary, Newsletter

We will focus on a long term, disciplined approach and will not overreact to the current political landscape and/or short-term financial market events. Our firm tagline is Identifying Opportunity, Navigating Risk. Our focus is on both, but at this time we are placing risk management at the top of our priority list on behalf of […]

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  • Norwood, MA 02062
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Tim Vanech
Managing Director
Luis M. Raposo, CFA
Managing Director,
Chief Investment Officer


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