BERWYN, Pa.–()–In the latest Quarterly Perspectives With Bob Turner video, the chairman and chief investment officer of Turner Investments says corporate earnings may grow strongly in 2012, as they have in the past three years. And if investors focus on sustained earnings growth instead of their recent preoccupation with macroeconomic issues such as Europe’s debt problems, it may help growth stocks to perform well this year.
“Earnings were quite good, up nearly 15%. But there were a lot of global issues that kept the market under pressure”
About the stock-market environment in 2011, he observes, “Earnings were quite good, up nearly 15%. But there were a lot of global issues that kept the market under pressure,” which led to dividend-yielding stocks of companies with slower earnings growth outperforming growth stocks — stocks with higher price/earnings ratios and better earnings growth.
In this video, he offers his views on these topics as well:
- Why the stock markets of emerging nations like Brazil, after losing money last year, may rebound in 2012.
- Why the technology and consumer-discretionary sectors may seize market leadership from defensive sectors like consumer staples and utilities.
- Why stocks of companies that serve increasingly affluent consumers in emerging nations and the cloud-computing and mobile-computing industries have especially good return potential.
To see this video, click on the link in this news release or this link to Turner’s Web site: http://www.turnerinvestments.com/quarterly-perspective/.
The views expressed represent the opinions of Turner Investments as of the date indicated and may change. They are not intended as a forecast, a guarantee of future results, investment recommendations, or an offer to buy or sell any securities. Opinions about individual securities mentioned may change, and there can be no guarantee that Turner will select and hold any particular security for its client portfolios. Earnings growth does not guarantee an increase in share price. Past performance is no guarantee of future results.
Turner Investments, founded in 1990 and based in Berwyn, Pennsylvania, is an investment firm with more than $13 billion in assets under management in stocks, as of December 31, 2011. Turner manages growth, global/international, and long/short separately managed accounts and mutual funds for institutions and individuals.
