Jessica Menton

speaker

431 appearances 12 recordings 1 series first heard Nov 2018 last heard Apr 2019

Jessica Menton’s voice in public audio — every appearance, attributed to the second.

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WSJ Your Money Briefing · Energy Stocks Soar to Begin 2019 · 11 Jan 2019 podcast

So that's something especially ahead of earnings season that a lot of investors are going to watch. voice-verified

Yes, and it was going into their earnings expectations. voice-verified

But if you look further out beyond 2020, some of those issues are supposed to resolve themselves. voice-verified

When you look at the fourth quarter, based on our numbers we've been pulling from FactSet, earnings companies are projected to rise 73% when you're looking at earnings growth for those companies in the S&P 500. voice-verified

And when you look at the S&P overall, excluding that sector, the groups are supposed to rise a little over 8%. voice-verified

So that's quite a bit of a difference there. voice-verified

Yes. voice-verified

Another side to that is even going forward, when you think about the earnings projections that have been downgraded just because of the particular stimulus we're not going to have this year compared to last year. voice-verified

Overall, if you look at all the sectors, they are going to be lower in 2019. voice-verified

Yes. voice-verified

When you look at Transocean, Rowan, Tidewater, those have really been standouts so far this year. voice-verified

But they were beaten down quite a bit and lost a lot of their value when you look back voice-verified

towards the beginning of October to now, just looking at especially the volatility that we saw that quarter. voice-verified

But people are seeing opportunities there. voice-verified

And it's sort of this battle of where do you think oil prices are going to go? voice-verified

And that's exactly what a portfolio manager was telling me yesterday. voice-verified

It's sort of, well, if you expect oil prices to go down further, then energy stocks still look expensive to you. voice-verified

But if you expect oil to rally going forward, then you would want to step in voice-verified

and buy energy equities right now. voice-verified

Yes. voice-verified

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