Idem ich zbierať, odborníkov. A pozrieme sa im aj na zúbky, ako dokážu profitovať zo svojích predikcií.JUGGLER napísal: ↑Pi 11 12, 2020 12:48 am Análi sa už predbiehajú s tipmi, ako vysoko skončí SP500 v 2021 . Tipujú nad 4000, len jeden ,,iba,, 3900. Ani jedného som nevidel, čo by tipoval pokles. Chápem, že stimulmi sa zabránilo scénaru ako v 1929... Ale pochybujem, že peniaze a dlhy zabezpečia takú prosperitu, ktorá len tak preskočí krízu 2020.
Ak sa stretnete s predikciami análov, manažérov hedge fondov, či ekonómov, hoc aj nositeľov Nobelovej ceny, dajte sem ich tipy.
McMillan - Commonwealth Financial Network : S&P 500 2021 target 3900
...to je pesimista, čo predikuje iba +8,2%
______________________________________________________________
Analyst Sets S&P 500 Target Of 3,900 For 2021: 'Healing Is Underway'
After a wild ride for the markets this yea, the SPDR S&P 500 ETF Trust (NYSE:SPY) is on track to finish 2020 up 13.5% on the year.
Given the ongoing pandemic, the stock market seems to be pricing in a lot of optimism about 2021, but Commonwealth Financial Network chief investment officer Brad McMillan said Friday that there’s plenty of room for additional upside for the S&P 500 in 2021.
In his 2021 outlook note, McMillan said there are plenty of things to both love and hate about the market going into 2021, but investors seem to be focusing on optimism given the strong rally since Election Day.
As economic conditions improve in 2021, McMillan said investors may start to face a new headwind in rising interest rates.
In addition, he said investors shouldn’t expect major upside in earnings in 2021 either.
As of early November, analysts were projecting $168.22 in S&P 500 earnings in 2021, only about 3% higher than 2019’s pre-pandemic earnings of $162.97.
2022 Earnings Are Key: The good news for investors is that analysts are expecting tremendous earnings growth in 2022, and stocks will likely price in that surge throughout 2021.
At this point, analysts are projecting $195.58 in 2022 S&P 500 earnings, or about 20.3% growth from 2019 levels.
By applying a 20x multiple on those earnings, the lower end of the S&P 500’s recent valuation range, McMillan said a year-end 2021 target of 3,900 for the S&P 500 makes sense. That target represents only about 8.2% upside from current levels.
Sranda: análi v novembri predikovali za 2020 +3%...teraz sme v polovici decembra a už +13,5%