Home > Uncategorized > 13 Charts Brian Belski Is Showing To His Clients – Business Insider

13 Charts Brian Belski Is Showing To His Clients – Business Insider

Stocks have had a good run after Fed Reserve chairman Ben Bernanke announced unlimited QE. But Brian Belski, chief investment strategist at BMO Capital markets thinks that “stocks have run too fast”.

For the macro-driven investment community, Belski’s latest “Month in Pictures” report provides a great overview of macro indicators in the U.S. economy, and market fundamentals.

Belski for instance is worried about the pace of job growth and GDP growth which is at “unacceptably low levels.” But he thinks manufacturing looks robust. He also thinks quality of earnings have improved, but gone unnoticed by investors.

He is looking for a 2012 price target of 1,425, and an EPS target of $98.75.

Note: Thanks to BMO Capital Markets for giving us permission to feature this presentation.

via 13 Charts Brian Belski Is Showing To His Clients – Business Insider.

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