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Goldman Sachs - 1 David Kostin - 1 Kostin isn't - 1 Kostin - 1 Altman - 1
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☆ Goldman Sachs: These are the 50 highest-quality stocks to buy heading into the new year
  + stars: | 2023-11-26 | by ( Mark Reeth | ) www.businessinsider.com   time to read: +6 min
With their well-entrenched businesses, high sales growth, and strong balance sheets he believes they will continue to outperform next year. Thankfully, Kostin wrote that "equity valuations appear less stretched in absolute and relative terms after adjusting for record high market concentration." "In a recession, we expect the S&P 500 would end 2024 at 3700 (-18%)," Kostin wrote. First, Kostin wrote investors should "own growth stocks with high returns on capital that typically outperform given stable economic growth and interest rates." To that end, Kostin shared Goldman Sachs' basket of 50 stocks the analysts there believe are the highest quality on the market.
Persons: Goldman Sachs, David Kostin, Kostin isn't, Kostin, Altman Organizations: Business
☆ Morgan Stanley's stock chief says a signal that flashed before the 2000, 2008, and 2020 market crashes is once again glaring red — and that big declines are still ahead for the S&P 500
  + stars: | 2023-02-11 | by ( William Edwards | ) www.businessinsider.com   time to read: +5 min
Forward earnings growth is now negative, Morgan Stanley's Mike Wilson points out. In a February 6 note to clients, Morgan Stanley's Chief US Equity Strategist Mike Wilson reiterated his call that the S&P 500 hasn't seen a bottom yet. Wilson highlights this pattern in the chart below, showing forward EPS growth (yellow line) alongside S&P 500 price action (blue line). "History shows price downside is in front of us, not behind us," the chart's title reads. Morgan StanleyWilson said in December that he sees the S&P 500 bottoming between 3,000-3,300 in the first quarter before recovering to 3,900 later this year.
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