JPMorgan Chase Chief U.S. Equity Strategist Thomas Lee says that the long-maligned financial sector is a “very investable space”. Lee tells Bloomberg that the Federal Reserve’s stress tests on banks were credible, and says recent employment data supports the notion that the housing market is turning around. He also says “there’s a really good valuation […]
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Tag Archives: Thomas Lee
O’Shaughnessy: Don’t Fear European Stocks
August 22, 2012 
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With bond yields and stocks sentiment both low, James O’Shaughnessy says he is “very very bullish” on stocks. O’Shaughnessy tells CNBC that bonds are priced to perform very poorly, but that investors can get good income from stock dividends — particularly from European stocks. He says investors need to separate the sovereign problems in Europe […]
Read moreLee and Rosenberg Square off on Stocks
March 27, 2012 0 Comments
Thomas Lee, chief U.S. equity strategist at JPMorgan Chase, and David Rosenberg, chief economist and strategist at Gluskin Sheff & Associates, went head-to-head recently on Bloomberg in discussing their differing opinions on where the stock market is headed. Lee is more bullish than Rosenberg, saying that history has shown that when the equity risk premium […]
Read moreJ.P. Morgan Strategist: Ideal Buying Time May Be Near
September 26, 2011 0 Comments
J.P. Morgan U.S. equity strategist Thomas Lee says we may be near an ideal buying opportunity for stocks. According to Lee, 53% of stocks are trading for less than 12 times earnings, the most stocks selling so cheap since late 2008, the Financial Post reports. In addition, 51% of stocks are trading for less than […]
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