Dave Gilreath Archives - Sheaff Briefs

black swan swimming, sheaff brock assesses the post-pandemic market

08 Aug

On the Tail of a Black Swan, Market Trends to “Normal”

As far as black swan events go, the COVID-19 pandemic would certainly qualify for the title. Back in a 2007 book, finance professor Nassim Nicolas Taleb used the phrase “black swans” to describe very rare and impactful events that could not have been predicted. In terms of the stock market, Taleb characterized the 2008 financial crisis as a black swan event. While many consider the 2020 pandemic to be a second example of a black swan event, Taleb believes the [...]

By Sheaff Briefs Editor Perspectives
000 DOW, 2008 financial crisis, 50, bull market growth, COVID-19 pandemic, Dave Gilreath, Dow Jones Industrial Average, Sheaff Brock Institutional Group, stock market bull run, stock market returns Read more...

addition and subtraction card, Sheaff Brock money managers, arithmetic of loss

30 Oct

Stay Invested to Help Soften the Arithmetic of Loss

The stock market, it might be said, is the greatest of teachers, but attending class isn’t always fun. One of the harshest lessons the market has to impart to investors concerns the arithmetic of loss. Quite Like medical students learning about the ravages cancer can cause, investors understand the potential of portfolio losses, yet persist in hoping the lesson applies to others, never to themselves. Fact is, as the arithmetic of loss shows, a given percentage of gain is never [...]

By Sheaff Briefs Editor Perspectives
annualized return, arithmetic of loss, break-even point, Dave Gilreath, Fortune, market loss, market volatility, portfolio value, S&P 500 Index, Sheaff Brock Dave Gilreath, Sheaff Brock Managing Director Dave Gilreath, stock market highs Read more...

Post-Midterm Elections and Health Stocks | Sheaff Brock Investment Advisors

16 Jan

The Other Side of Midterm Election What-Ifs

With the midterm elections now in the rearview mirror, with no clear “sweep” on either side of the aisle, investors are asking a number of “so now what?” questions. As one Sheaff Brock research partner, Strategas Securities, LLC observed even prior to the midterm election, funding for the National Institutes of Health is unlikely to decrease, which is a positive for life sciences tools companies. Even though a Texas judge ruled the entire ACA unconstitutional in December, Strategas commented shortly [...]

By Sheaff Briefs Editor Perspectives
biotech stocks, Dave Gilreath, democrat house, democratic house, drug stocks, generic drugmakers, GOP senate, healthcare stocks, long-term investment, medical device companies, midterm elections, midterm elections and the market, mixed congress, pharmacy stocks, post election, post midterm election, republican senate, S&P 500, Sheaff Brock Managing Director Dave Gilreath Read more...

Dividend Stocks could take the Baton from Growth Equity Stocks for Income | Sheaff Brock

31 Dec

Dividend Stocks Could Take Baton from Growth Equities

“High dividend stocks appeal to many investors living off dividends in retirement because their high yields provide generous income,” simplysafedividends.com observes, almost stating the obvious. Why, exactly, is it that some dividend-paying stocks offer much higher yields than others? There are several possible answers, the authors explain: a high yield reflects a company’s mature status (think utilities and telecom companies) some companies have unique business structures that require them to distribute cash flow to investors some stocks use financial [...]

By Sheaff Briefs Editor Perspectives, Possibilities
blue-chip dividend growth stocks, Dave Gilreath, dividend aristocrats, dividend growth stocks, dividend stocks, dividend-paying stocks, growth in economy, high dividend stocks, less volatility, retirement income, S&P 500, Sheaff Brock Managing Director Dave Gilreath, Standard & Poor’s 500-stock index Read more...

active management of individual stocks | Sheaff Brock

08 Jan

What Do Active Managers Do (That Index Funds Don’t)?

There are many people espousing the use of index funds, ETFs or other passive products, instead of using a firm like ours that provides active management of individual stocks (or like our sister company, Salzinger Sheaff Brock, that uses active management with a portfolio of ETFs and mutual funds), Sheaff Brock Managing Director Dave Gilreath reflected in an interview with our SheaffBriefs editor … It’s an old, old debate about which way to manage investments is better—you know, the active [...]