Zolio Market Commentary

Buffett’s Downgrade Explained: A Historical Look at Insurance Dividends

Buffett’s Downgrade Explained: A Historical Look at Insurance Dividends

| May 20, 2013

An interesting development happened Friday–Warren Buffett’s insurance and investment giant Berkshire Hathaway (BRK.A, BRK.B) saw its credit rating fall a notch yesterday, which did little to the stock, but is a significant development for anyone looking to invest in large-cap dividend-yielding stocks, if not in Berkshire directly. Among S&P’s reasons for downgrading the stock was [...]

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Large Cap Stocks are Stalling

Large Cap Stocks are Stalling

| May 8, 2013

Now three days in a row stocks are up in America, with the S&P 500 showing a modest uptick that is humble compared to last week’s strong rallies. Still, the market is showing not only resilience but the ability to clock in modest gains, so far defying the seasonal expectations and the patterns of 2012 [...]

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A Closer Look at Bond Performance in 2013

A Closer Look at Bond Performance in 2013

| May 7, 2013

Investors ignore bonds at their own peril. While there is theoretically infinite growth potential in equities, and no growth-oriented investor can ignore stocks, bonds play an important role in mitigating risk and augmenting returns. Most bonds offer a set return on investment with price fluctuations dictated by the market but, for the most part, are [...]

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Mixed Macroeconomic Indicators Driving Some Sectors to Growth

Mixed Macroeconomic Indicators Driving Some Sectors to Growth

| May 3, 2013

The last week of April saw the beginning of some pessimism and the likelihood of a season downturn in the market. This was confirmed on Mayday, when large-cap stocks fell nearly a percent amidst concerns  that slow or negative revenue growth were signs of a macroeconomic slowdown. Then the trend reversed on May 2 and [...]

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Deckers Outdoor Plummets as Earnings Beat Estimates

Deckers Outdoor Plummets as Earnings Beat Estimates

| April 28, 2013

Retail footwear specialist Deckers Outdoor (DECK) saw EPS of 3 cents in the first quarter of 2013, far above analysts expectations of a loss and the company’s own guidance of -12 cents EPS for the quarter. Just reading that headline, you would expect the stock to be bullish, but in fact the equity fell over [...]

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