Goldman Sachs says chances of more Fed asset purchases and low-rate guidance are greater than 50%, and the firm highlights some stocks that could perform well in that scenario. Cheaply valued growth stocks have risen during previous stimulus announcements, Goldman notes, and Halliburton (HAL) and eBay fall into that camp. Stocks that've outperformed their sectors after past QE unveil include Dicks Sporting Goods (DKS) and Monsanto (MON), so those deserve attention, Goldman says. The firm's note is the latest sign the Street thinks QE will move the stock market, regardless of whether such stimulus will help the economy.
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