Share

First Quarter 2013 Market Review

By on April 1, 2013
Categories: D&Y UPDATES
Documents: opens in a new windowDownload PDF DFA-Quarterly-ReviewQ12013.pdf

Presented by: Dowling & Yahnke
It’s New Year’s Day 2012. In addition to overdosing on televised college football, you’re spending part of the holiday working on the family finances. Armed with a laptop and various online financial tools, you’re on the hunt for appealing stock market opportunities. To prune the list of candidates to a manageable size, you decide to focus on firms that are leaders in their respective industries and exhibit above-average scores on various measures of financial strength. As you work your way through the alphabet, you come to the “P” stocks, and another candidate appears. It’s a prominent player in a major industry (good), but operates in a notoriously cyclical industry (not so good), is currently losing money (definitely not good), pays no dividend, and has a junk-bond credit rating of BB-minus. Next! You push the “delete” key and move on.

RELATED ARTICLES

Dowling and Yahnke Barron's Top RIA Firms

DOWLING & YAHNKE WEALTH ADVISORS NAMED TO BARRON’S “2021 TOP...

Read Now
Emily Zerbato Dowling and Yahnke Wealth Advisors

EMILY R. ZERBATO, IACCP®, PROMOTED TO CHIEF COMPLIANCE OFFICER OF...

Read Now
Head shot of Timothy Lee

TIMOTHY J. LEE, CFP®, PROMOTED TO FINANCIAL PLANNER OF DOWLING...

Read Now

OUR TEAM

Discover the people who make Dowling & Yahnke one of San Diego’s top wealth management firm.

MEET THE TEAM

CONTACT US

Our team is available now to discuss all of your financial goals.

SEE INFO