Co-CIO and PM Jack Murphy provides his views on stocks and market trends in the Bloomberg Businessweek Podcast.

PM Anne Wickland, CFA: “They’re taking a huge chunk out of the S&P return,” referring to Apple, Microsoft, Amazon, Tesla and the parent companies of Google and Facebook in this Wall Street Journal article.

PM Jack Murphy provides his contrarian stock views on TD Ameritrade

“Companies have created, in the last six to twelve months, something of a fortress in their balance sheets,” said PM Jessica Bemer. Read more on recent stock buybacks in the Wall Street Journal.

“We know that the market is essentially operating in quicksand. We’re not sure if today is the low or tomorrow is the low,” says PM Jessica Bemer. Read more in this Wall Street Journal article.

“Weeks like this give us an opportunity to reposition into high quality companies trading at below average valuations,” says PM Jessica Bemer. Watch more of her thoughts on last week’s volatility on Bloomberg TV’s The Close.

Co-CIO Jack Murphy in the Insider: “Although value stocks have been leading growth stocks for a few months, the dynamics will have to play out for a long time before the valuations of companies adjust to normal levels.” Read more here.

“People are going to start increasing allocations to value stocks, and to do that they will have to sell their growth stocks,” says co-CIO Jack Murphy. Read more about this Thursday’s market slump in Reuters.

“I think what we’re seeing is this fundamental transition from growth stocks to value stocks as people fear the fed.” Hear more on Bloomberg Businessweek from our Chairman Darrell Crate on fed rate hikes and potential for recession in 2022 (21:10).

“What we’re seeing is a changing dynamic. There’s quite a bit of growth opportunities in the value space in industries across the board.” Check out PM Jessica Bemer’s take on the volatile start to earnings season on Bloomberg TV’s latest segment of The Close.

Value equity PM Jessica Bemer’s 2022 Outlook: “I think there’s a lot of reason to be optimistic about the opportunities across the market, but I want to be very careful and say that it looks to be a stock pickers market.” More from Jessica on the Fed, 4th quarter earnings and 2022 views on Bloomberg Radio (29:19).

“It’s always comforting to have a management team come in and tell you how undervalued they think their shares are,” says PM Anne Wickland. Read more in the Wall Street Journal on why she and her team are excited about stock buybacks.

Co-CIO Jack Murphy’s bread and butter is all about buying “hidden stories inside of companies that attract valuations.” Read more about how these “hidden stories” are helping him beat the S&P 500.

“We like energy a lot,” says PM Anne Wickland of Wall Street’s brisk rebound. Read more in MarketWatch about which areas are rallying fast as Omicron concerns begin to subside.

“There’s certainly a lot of relief across the board” says PM Jessica Bemer regarding positive third quarter earnings. Read more on the market’s recent encouraging rally in the Wall Street Journal: 

“Out of the Q3 earnings, one of the trends we have seen is the resounding strength of the U.S. consumer,” says PM Jessica Bemer of the S&P consumer discretionary sector. Read more in Reuters’ article on the latest Nasdaq’s rises and falls. 

“The rhythm of the market this year has been one of 3 steps forward, 1 step back.” Watch PM Jessica Bemer’s take on what Black Friday will tell us about the market on Bloomberg TV’s The Close: 

“Turkey supply is down 60% this year.” Hear more from PM Jessica Bemer on supply chain issues impacting our holidays and the markets, as well as her take on GE’s breakup on Bloomberg Radio (at 28 mins).

Co-CIO Jack Murphy talks contrarian value investing on Chuck Jaffe’s Money Life podcast (at 37 mins).

PM Anne Wickland: “If the market is ripe for a correction, ‘tis the season for one. Most selloffs seem to occur at the end of the third quarter, beginning of the fourth as investors start to adjust future expectations.” Read more in Bloomberg’s Markets Wrap.

Ignites’ Ben Miller outlines the additions to Easterly Investment Partners’ strategies with the acquisition of Snow Capital. 

Chairman Darrell Crate outlines what Easterly Investment Partners’ partnership with Snow Capital means for the next phase of growth. Read more in FundFire’s article.

The Pittsburgh Post-Gazette discusses how Franklin Park-based asset manager Snow Capital is joining forces with Easterly Investment Partners.

2020 was called the Year of the SPAC as the structure gained institutional support and shattered IPO and M&A records. But with success comes fresh challenges. We join IPO Edge’s “SPAC to the Future” Forum this week with a panel of experienced SPAC sponsors and advisors for an inside take on the next phase of growth.

Director of Research Chris Susanin: “GM could be a $100 stock within a couple years.” Read more in Reuters article on how the company’s future electric vehicles are now driving the stock.

Are equities ripe for a correction? Kiplinger outlines its best defensive stock list for an escape plan, and PM Sam Hendel weighs in on the 1st: AT&T.

President & PM Sam Hendel on GameStop: “The media is missing the quantitative trading component of this.” Read more in James Royal’s Bankrate article.

Levin Easterly Partners President, Sam Hendel, appears on Yahoo Finance’s The Final Round to give his market recap for the day

“Changes in the corporate tax rate are among the largest differences,” says President Sam Hendel. “There are sectors that a Biden presidency would hurt and some that it would benefit.” Read more of his thoughts on how a Biden presidency would affect investors in Forbes’ recent article.

“The best investors develop a process that is consistent and successful over many market cycles,” says President Sam Hendel. “Don’t deviate from the tried and true, even if there are short-term challenges that cause you to doubt yourself.” Read more on the golden rules of investing in Bankrate’s recent article.

President Sam Hendel: “There are absolute values with good catalysts in this market.” Listen to his entire conversation on Chuck Jaffe’s MoneyLife podcast.

President Sam Hendel on Yahoo Finance’s The Final Round: “There’s not much of a difference for the long term economy between a Trump or Biden win.”

“It’s all about credibility and maximizing value,” says PM Evan Ratner. “If you are a company with real funding needs and have a good brand, a SPAC could make sense.” Read more in CNN.

“Everyone’s concerned about COVID, but these companies are doing well and they want to go public,” says Sam Hendel. Hear more about which big names he expects to hit the market soon in Bankrate.

“We like good companies that are down in price that have attractive valuation characteristics or we can identify some change going forward. We love companies that are breaking off or splitting up,” says CIO Murphy. Read his idea-packed call of the day in MarketWatch.

“You’re starting to see a big catch up trade,” says President Sam Hendel of the recent rally in equities away from the handful of technology companies that have led stock benchmarks higher, as the pandemic forced many white collar jobs to be done from home. Read more in MarketWatch.

“Wireless is one of the last bills that a consumer will stop paying when under financial duress,” says President Sam Hendel. “We saw that during the 2008-2009 Great Recession and have continued to see that stability during (the pandemic).” Reach more in U.S. News & World Report.

President Sam Hendel: “This recession is driven by main street due to the necessity to change behavior during the pandemic, and we are fortunate to have a well-capitalized banking system.” Read more in Reuters’ recent article.

Levin Easterly Partners President Sam Hendel gives his “Week in Markets Review” on Bloomberg Radio.

Levin Easterly Partners President Sam Hendel gives his market outlook with Yahoo Finance’s Final Round.

“Everyone knows second-quarter earnings are going to be horrific,” says President Sam Hendel. “I’m looking toward 2021 earnings already.” Read more in Axios’ recent article.

“As long as (stimulus) stays constant … you will continue to have some ballast in terms of asset prices,” says President Sam Hendel. Read more in Reuters’ recent article.

“In the grand scheme of things, one year of earnings are not that meaningful for the valuation of a company unless there is a major liquidity issue,” says President Sam Hendel. Read more in CNN Business.

“Most people on Main Street think it’s crazy where the stock market is trading, especially on a day where you have major protests happening in the U.S.,” says President Sam Hendel. Read more in MarketWatch.

“The multiple gap between growth and value that is now wider than the multiple gap during the Dot-Com bubble is quite attractive,” says Levin Easterly Partners President Sam Hendel. Read more in Forbes’ recent article.

Levin Easterly Partners President, Sam Hendel, speaks with anchor Myles Udland on Yahoo Finance about why it may take the travel industry a few years to get back to normal.

“The question is: When are people going to start flying again? It’s hard to time that, and getting ahead of it in the stock is challenging,” says President Sam Hendel. Read more in the Wall Street Journal.

“The multiple gap between growth and value that is now wider than the multiple gap during the Dot-Com bubble is quite attractive,” says Levin Easterly Partners President Sam Hendel. Read more in Forbes’ recent article.

“Reopening too soon is going to cause more problems than good,” says President Sam Hendel. Read why easing shutdowns too early could backfire in Investor’s Business Daily.

 “Stankey has been running the company for at least the past few months. This has been well telegraphed to the market,” says President Sam Hendel. Read more of his thoughts on AT&T’s new CEO in Reuters.

Levin Easterly Partners President, Sam Hendel, speaks with anchors Lisa Abramowicz and Paul Sweeney on why he’s following the 2008 playbook.

“The magnitude of the number is less important. We all know what the direction is. The question is really going forward – when do things start picking up?” says President Sam Hendel. Read more in Reuters.

“There’s going to be some massive money moved into diagnostics, into healthcare, into pharmaceuticals,” says President Sam Hendel. Read more in Forbes on how the coronavirus is pushing world growth.

Levin Easterly Partners President, Sam Hendel, provides thoughts on the recent rally of the U.S. stock market.

“Calling a bottom and using China for timing it is a fool’s errand,” says Levin Easterly President Sam Hendel. Read more in Forbes about how the coronavirus is becoming a public relations disaster for China.

Levin Easterly Partners President Sam Hendel shares how the firm draws on 2008 lessons to find stocks that will outlast a pandemic.

“It’s very scary on a personal level, and I think that psychology pervades through the market” said Sam Hendel, president and portfolio manager at Levin Easterly Partners. “As an investor, my job is to keep a cool head.” Read more in the Wall Street Journal.

Levin Easterly Partners President Sam Hendel joins The Final Round to discuss what he thinks of the market overall and what out-of-favor of value names are worth looking at.

Chris Susanin, co-portfolio manager at Levin Easterly, shares his thoughts on vehicle safety from General Motors’ recent investor day.

Chris Susanin, co-portfolio manager at Levin Easterly Partners, comments on General Motors’ hopes to sell investors on its EV, tech future.

Sam Hendel of Levin Easterly discusses whether the recent market volatility amid fears over the coronavirus has been warranted.

Jack Murphy, CIO at Levin Easterly, discusses how he uses catalysts as part of his fundamental research.

Jack Murphy, CIO at Levin Easterly Partners, provides two of his top stock picks for 2020.

Chris Susanin, co-Portfolio Manager at Levin Easterly Partners, comments on the long-term prospects for General Motors in Reuters’ recent article (also syndicated by CNBC.com and The New York Times).

Sam Hendel, president at Levin Easterly Partners, joins The Street to discuss stock picks and whether or not there’s opportunity amidst the volatility. 

Levin Easterly Partners president Sam Hendel gives his thoughts on AT&T Chief Randall Stevenson’s recent move in the Wall Street Journal’s recent article. 

Jack Murphy, CIO, interviewed on Money Life by host Chuck Jaffe in his segment: “Make savings a game to curb debts, amass ‘necessity funds.'” (start time 3:57)

Easterly Partners Group announces its acquisition of a majority stake in the institutional investment business of long-only money manager Levin Capital Strategies. 

CIO Jack Murphy gives five safe stocks for risk-blind millennials living in ‘uncertain’ times in MarketWatch.

Easterly announces its acquisition of the institutional investment business of Levin Capital Strategies, establishing Levin Easterly Partners, a long-only asset manager with approximately $6.1 billion in assets. 

Read more about Easterly’s acquisition of the institutional business of John Levin’s Levin Capital Strategies in Institutional Investor.