Weekly Commentary

  The Dividend Trump CardWeekly CEO Commentary 5-6-2013Tim Phillips, CEO—Phillips & Company The most frequent question I’m being asked right now is, “Can this market continue to move higher?” The short answer, in my opinion, is yes. One basic rule of thumb on investing is anything can happen in the stock market and usually does. […]

  The Consumer Did Its Job Weekly CEO Commentary 4-29-13 Tim Phillips, CEO—Phillips & Company The much anticipated report card on the US economy was released last week and I would grade it a C overall. The US economy grew at an annualized pace of 2.5%. The consumer represented almost 90% of the growth in […]

  The Fed: Do we trust them?Weekly CEO Commentary 4-22-13Tim Phillips, CEO—Phillips & Company “Inflation, not if, when”- A noted Wall Street firm Like you, all of us at Phillips and Company are very sad at the events that occurred this week in Boston. Our hearts are broken for all the victims. It made traveling […]

  2011, 2012, Now 2013?Weekly CEO Commentary 4-15-13Tim Phillips, CEO—Phillips & Company Earnings season kicked off a quite start last week. We had 33 of the S&P 500 companies report earnings so far, with 69.7% of them beating expectations (source: Bloomberg). So far, this looks good; however, things really get started in earnest this week […]

  The Waiting Is OverWeekly CEO Commentary 4-8-13Tim Phillips, CEO—Phillips & Company It’s finally upon us: earnings season. To me this season is one of the most anticipated in many years. Between the tax increases taking effect on January 1, and the sequestration cuts in government spending, the consequences are highly anticipated. Is this recovery […]

Contrarian ViewpointWeekly CEO Commentary 4-1-13Tim Phillips, CEO—Phillips & Company It’s quite common when markets achieve new highs to see lots of headlines, and typically the individual investor plows money into the market. When the individual investor chases market returns, they typically get burned. Contrarian investors and value investors are constantly on the watch for the […]

  Can it happen to us?Weekly CEO Commentary 3-25-13Tim Phillips, CEO—Phillips & Company One of the nice things about managing money professionally is if you’re intellectually curious, it provides for ample opportunity to learn new things all the time. Case in point: Cyprus. I have heard the name of the country before, and that’s about […]

  After the Fall: The Rocky Road Upward Weekly CEO Commentary 3-18-13Tim Phillips, CEO—Phillips & Company It’s great to see equity markets at all-time highs. It doesn’t feel that long ago when we were working with clients to not jump off the cliff and give up on their equity strategy. It feels good for markets […]

Where Do We Go From Here?Weekly CEO Commentary 3-11-13 Tim Phillips, CEO—Phillips & Company The Dow hit an all-time high of 14,397.07 on Friday. Bloomberg shows that since the market bottom on March 9, 2009, when the Dow was at 6,547.05, the market has rallied 146.33 percent. Year to date, the Dow is up 10.8 […]

What’s Next? Weekly CEO Commentary 3-4-13 Tim Phillips, CEO—Phillips & Company The world did not come to an end. As I traveled through security lines at airports this weekend, I saw absolutely no signs of long lines caused by cuts to government budgets, nor did the air traffic controllers have to leave their posts. What […]