With a first quarter total return of 13.7% for the S&P 500 Index, 2019 has certainly started better than the prior year ended. Whereas the final quarter of 2018 was one of the worst quarters for the stock market in decades (with the S&P 500 Index posting a total return of -13.5%), the first quarter represents one of the best... Read more ›
insights
Wall Street Transcript – February 2019
Nancy Prial discusses Essex Investment Management Company, LLC. Ms. Prial specializes in the early identification of growth, before the general investing public has recognized a company’s embedded growth. She focuses on small-cap and microcap companies because she believes that part of the market is incredibly inefficient. Because these companies are often.... Read on Here: Read more ›
Q4 2018 Essex Exchange
In trying to put together the outlook for the next few years there are plenty of concerns, which could be called a Wall of Worry, that have contributed to the turbulence in the stock market. The bricks in the wall include: • The trade/tariff dispute • The steady increase in interest rates by the Fed • Loss of confidence in... Read more ›
Essex GEOS: Clean Tech Solutions at this point in the Cycle
Essex GEOS: Clean Tech Solutions at this point in the Cycle As we have listened to quarterly corporate earnings calls for the second quarter, followed by meetings with many management teams over the course of the third quarter, one oft-repeated theme expressed is rising input costs, whether labor, freight, materials or components. Company management teams are also experiencing some commodity... Read more ›
The Essex GEOS Clean Slate 9
The Essex GEOS Clean Slate Essex GEOS | Global Environmental Opportunities Strategy How impactful is your portfolio? A bi-weekly synopsis of articles and blogs on new technologies, recent developments and other items of interest in the clean tech and new energy arena. This newsletter is intended to provide food for thought and is not intended in any way as an... Read more ›
Q3 2018 Essex Exchange
The third quarter of 2018 has witnessed the achievement of a number of meaningful milestones in our economy and the capital markets. In late August, the current bull market in US stocks officially became the longest on record at 3,543 days without a market correction greater than 20%. Further, the US economic recovery is approaching the longest on record, surpassed... Read more ›
Wall Street Transcript – September 2018
Nancy Prial discusses Essex Investment Management Company, LLC. Ms. Prial specializes in the identification of growth. She looks for growth wherever it exists, in any industry. Ms. Prial wants to identify a stock when its price does not fully reflect its future growth prospects. Some of the areas she is currently finding growth include life sciences, infrastructure rebuilding and technology...... Read more ›
Back to the Buggy Whip?
Back to the Buggy Whip? Over the past few weeks, our President and the Administration have proposed rolling-back environmental initiatives in the form of a proposed new rulemaking for Federal CO2 and fuel economy standards, recommending freezing automotive efficiency targets between 2020 and 2026. Both the EPA and the NTSA are also submitting agency acts to revoke a California... Read more ›
The Essex GEOS Clean Slate 8
The Essex GEOS Clean Slate Essex GEOS | Global Environmental Opportunities Strategy How impactful is your portfolio? A bi-weekly synopsis of articles and blogs on new technologies, recent developments and other items of interest in the clean tech and new energy arena. This newsletter is intended to provide food for thought and is not intended in any way as an... Read more ›
Light at the End of the Tunnel
As active managers, we have seen firsthand the impact of the rise of passive investing over the past decade and a half. We have watched this phenomena with concern as to how we could effectively communicate our message that active management can add value over passive strategies without needing to make an either/or choice between the... Read on Here: Read more ›