Jay Peters

Investment Management @NewEdgeWealth

[Jay Peters @jpetersct]

Our latest Weekly Edge - a deep dive into second quarter equity market performance and the major shifts taking place in broad indices.

https://t.co/MumvGjv8Sj

[Jay Peters @jpetersct]

Great conversation today with @SullyCNBC @KellyCNBC covering the state of the semi cycle and a few of @NewEdgeWealth top picks https://t.co/iOz6GcMwhd

[Jay Peters @jpetersct]

Always appreciate getting to talk markets with @cvpayne and highlighting a few under the radar names in the AI infrastructure space @NewEdgeWealth

https://t.co/7wgiSznDjU

[NewEdge Wealth @NewEdgeWealth]

The movie Moneyball highlights the advantages of using data and multifaceted analysis to find value in a marketplace where prevailing sentiment and uncertainty can lead to mispricing.

Learn more: https://t.co/XJNSZRZwYn

#NewEdgeWealth #WeeklyEdge

[NewEdge Wealth @NewEdgeWealth]

Unloved energy stocks may be setting up a long-term opportunity.

Jay Peters, CFA®, explains why capital discipline, diversification, and balance-sheet strength matter right now.

👉 Read the full article: https://t.co/m4dHQi6A20

#NewEdgeWealth

[Jay Peters @jpetersct]

Great chatting with @SullyCNBC and hitting on a couple @NewEdgeWealth top picks.

[CNBC @CNBC]

These energy stocks could see further upside from stronger demand, investor Jay Peters says https://t.co/gEtwJt0ER2

[NewEdge Wealth @NewEdgeWealth]

The environment for small and mid-cap equities is certainly complex today, mainly due to the wide range of cross currents that continue to impact this segment.

Read this week's #WeeklyEdge here: https://t.co/Y4RyncSf0Y

#NewEdgeWealth

[NewEdge Wealth @NewEdgeWealth]

While it has been nearly four decades since the release of Field of Dreams, the film’s key messages of the power of dreams, confidence, and purpose, offer notable parallels to the current state of the AI ecosystem.

Read the #WeeklyEdge: https://t.co/DG9EG4ajSO

#NewEdgeWealth

[NewEdge Wealth @NewEdgeWealth]

As we enter Q4 2024, markets are digesting a record start to the election year. Investors hope Q3 earnings will “light the fire” for further gains.

Read this week’s #WeeklyEdge here: https://t.co/OTpH6gW8xB

#NewEdgeWealth

[NewEdge Wealth @NewEdgeWealth]

This week we are providing our assessment of the U.S. small and mid-cap equity market, a universe of nearly 2,500 listed companies that are generally classified as having market capitalizations from $50M to $30B.

Read the #WeeklyEdge here: https://t.co/9FQYjAtesb

#NewEdgeWealth

[NewEdge Wealth @NewEdgeWealth]

An aging economic cycle and equity markets that are facing renewed headwinds make Bob Seger’s 1980 classic a fitting analogy for this week’s Weekly Edge.

Read the #WeeklyEdge here: https://t.co/XXBXJwmmb6

#NewEdgeWealth

[Cameron Dawson @CameronDawson]

This week’s Weekly Edge is by @jpetersct
He looks at results from 4Q23 earnings season and the setup for 2024

Here is one reason market leadership has been so narrow- it’s because EPS revisions have been narrow!

2024 EPS revisions:
SPX: flat
SPW (equal weight): -5%
Mag7: +20%

[NewEdge Wealth @NewEdgeWealth]

Kansas’ 1976 signature song “Carry on My Wayward Son” alluding to perseverance and uncertainty, is a fitting analogy for the upcoming earnings season, which kicked off yesterday.

Read this week's #WeeklyEdge here: https://t.co/Mbu2FTTFdE

#NewEdgeWealth

[NewEdge Wealth @NewEdgeWealth]

Many companies this quarter are “back on the track and beatin’ the flack” as the lyrics go, highlighted by earnings growth that is coming in ahead of expectations, and earnings beats that are above average for a typical quarter.

Read the #WeeklyEdge: https://t.co/iV45pjMyJP

[NewEdge Wealth @NewEdgeWealth]

For the third quarter, broad S&P 500 Index level corporate earnings growth looks somewhat uneventful, with expectations for -0.3% YoY EPS growth and +1.7% YoY revenue growth.

Read this week's #WeeklyEdge here: https://t.co/F0gMC1Modb

#NewEdgeWealth

[Jay Peters @jpetersct]

Diving into the why and how we invest in quality businesses @NewEdgeWealth

[NewEdge Wealth @NewEdgeWealth]

In this piece, we will dive into the rationale behind investing in quality companies, detail how we identify these companies, and illustrate how our approach can be beneficial for long-term #investors.

Read the whitepaper here: https://t.co/KI3lQCW8Lr

#NewEdgeWealth

[NewEdge Wealth @NewEdgeWealth]

NewEdge Investment Solutions is an innovative new platform that is designed to provide third-party financial professionals and institutions with access to many of the same strategies NewEdge Wealth utilizes.

Read the press release here: https://t.co/gOxNsxVyAf

#NewEdgeWealth

[NewEdge Wealth @NewEdgeWealth]

As we pass the halfway point of the second quarter U.S. equity earnings season, this week we are providing our assessment of the current earnings environment.

Read this week's #WeeklyEdge: https://t.co/xFFWOmdMgJ

#NewEdgeWealth

[Jay Peters @jpetersct]

“Three companies that are viewed as the leading beneficiaries of the AI revolution (Nvidia, Alphabet, and Microsoft) have returned an average of 79% year-to-date, and combined these three companies account for over 90% of the S&P500 index return” @RobSechan @NewEdgeWealth

[NewEdge Wealth @NewEdgeWealth]

This week we are taking stock of the year-to-date performance of the U.S. equity market, which could be adequately summarized by Queen’s 1979 song, “Don’t Stop Me Now”.

Read this week's #WeeklyEdge: https://t.co/QyXFSXkcgM

#NewEdgeWealth

[NewEdge Wealth @NewEdgeWealth]

Entering the first quarter earnings season, expectations had declined substantially on the back of waning consumer sentiment, economic activity, and margin pressures to start the year.

Read this week's #WeeklyEdge: https://t.co/ANbDKDzwTi