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Perspectives

The senate passes 1.9 Trillion Stimulus package

by Fortem Financial March 8, 2021

On Saturday the US Senate passed President Biden’s American Rescue Plan, a $1.9 trillion spending package designed to deal with the economic and health effects of COVID-19. Although there are still a few steps left in the process, President Biden is well on his way to signing into law a very large fiscal package within the next week. Some minor changes were made to the legislation during the Senate’s 24-hour amendment process last night but we believe the legislation will come in just slight… View More

Earning have been great and now we get a huge stimulus we may not really need…Markets should continue higher over the next few months

by Fortem Financial March 1, 2021

4Q Earnings Season Wrapping Up The fourth-quarter earnings season is just about completed now, and pretty much all things considered, it was a strong showing across the board. Every sector saw greater than expected earnings growth except energy which was still dealing with extremely low oil prices. That will change in 2021. Sales growth also showed significant improvement with only the utilities and the energy sector finishing the quarter below initial expectations. Earnings Growth To Take The… View More

Are we in a market bubble or just a massive expansion fueled by government stimulus?

by Fortem Financial February 22, 2021

Ever since the stock market bottomed in 2009 during the financial crisis, people have been coming up with reasons why the bull market was about to end. We heard every reason – Brexit, the end of Quantitative Easing, too much debt, COVID, etc. – and while we understood each may be a cause for consternation, we focused on valuations, which suggested the bull market would continue. Over time, math wins. After the recovery in stocks from the 2020 lockdowns (and especially the latest surge in eq… View More

Fundamentals are strong enough for the markets to keep advancing

by Fortem Financial February 16, 2021

Fourth quarter 2020 earnings and revenue growth both surprised with positive results. With more than 75% of companies reporting, earnings growth is expected to be 3.4%. This is a significant increase compared to the -1.03% originally estimated on January 1st and further improvement from last week’s 2.4%. Revenue growth is also expected to be positive at 1.3%, up from -1.4% at the start of the year. In aggregate, companies are reporting earnings that are more than 17% above estimates, outpacin… View More

Executive Orders Help Bring Oil Back to $60/barrell - what does it mean for the economy

by Fortem Financial February 8, 2021

While higher commodity costs could challenge the industrials sector, it could also significantly boost earnings per share (EPS) for the energy sector. From 1995 to 2015, energy contributed approximately 12% to the overall index EPS while over the last 12 months, it has detracted about -7%. A return to profitably for the energy sector may be the key for index EPS to surprise to the upside in 2021 and 2022. By the end of 2021, current estimates are only suggesting a 2% contribution to overall earn… View More

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