Investment Insights Podcast – April 9, 2014

Bill MillerBill Miller, Chief Investment Officer

On this week’s podcast (recorded April 8, 2014):

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  • What we like: When companies buy shares, decreasing supply of stock in the market; Underlying fundamentals in economy are strong

Pages from JDT_APR2014-4

  • What we don’t like: When companies do too many initial public offerings, the supply in the marketplace dilutes the buying power of demand in the short-term setting the stage for a correction; IPO calendar is heavy

Pages from JDT_APR2014-3

  • What we are doing about it: Watching the IPO calendar carefully; intersection of the seasonal factors–slower summer months; Looking for a strong third and fourth quarter market

Pages from JDT_APR2014-2

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Charts Source: Strategas Research Partners, Investment Strategy Outlook, April 2014

The views expressed are those of Brinker Capital and are for informational purposes only. Holdings are subject to change.

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