Brendan Wood International
TopGunSM Press

TopGun Investors Bullish On Stocks & Recovery Timing

April 23rd, 2020 by TopGun Press

Brendan Wood International Shareholder Poll

For Immediate Release – New York, NY, April 23rd, 2020 (TopGun Press)

Consensus = Returning Bull Market

• 97% Of TopGun investors plan to be ‘net buyers’ within 3 months
• 97% Expect the end of ‘virus related’ investment deterrents within 6 months
• 95% Expect a return to January 2020 prices ….

•  28% say within three months
•  43% say within six months

• 33% Plan to buy using reserve cash
• 64% Are switching current positions into higher quality names
• 62% Say a change of the US Administration would affect stock prices and rated negative risk at 48% up from 38% a week ago.

WHAT ELSE DO TOPGUNS SAY? Each big ticket investor employs a somewhat personalized risk assessment and stock selection process. While the professional investment community is of one mind in terms of buying the market, their strategies are diverse. Value investing is the most popular theme, but value may be entirely in the eye of the beholder. The more unique the vision, the greater the risk of being the only one who sees it. Not a good outcome if the market doesn’t pick up on the value story. There is a consensus around highest quality companies seen as the best in their businesses. These TopGun companies  predictably outperform but the investor instinct toward that super value discovery can be hard to resist.

INVESTOR POLL:

1) Are you planning to be a net buyer in the near term 3 months? (Net buyer means own more $ in equities than you do today.)

Yes = 97% (96% last week)
No = 3% (4% last week)

2) Will you be buying using cash reserves or switching existing positions into higher quality names that were overpriced but have become cheaper?

Cash Reserves = 33% (34% last week)
Switching Existing Positions into Higher Quality Names = 64% (62% last week)

3) How long do you think that decreasing real spending, lower earnings and supply chain issues directly caused by Coronavirus will prevail as deterrents to investing?

1 Month = 0% (0% last week)
3 Months = 38% (45% last week)
6 Months = 59% (51% last week)
1 Year = 3% (4% last week)

4) Will markets/prices come back to January 2020 levels? 0-100%

Yes = 95% (90% last week)
No = 5% (10% last week)

5) How long will this recovery take?

1 Month = 0% (1% last week)
3 Months = 28% (35% last week)
6 Months = 43% (45% last week)
12 Months = 20% (13% last week)
12-18 Months = 9% (6% last week)

6) How do you rate the future effect of a change in the US administration from Trump to a democrat in November as a market performance risk 0-100%? (Risk of a negative impact on prices)

Yes = 62% (55% last week)
No = 38% (45% last week)
Average Level of added risk = 48% (38% last week)

Click Here for TYPICAL INVESTOR COMMENTARY:

 

About Brendan Wood International:

Brendan Wood International (BWI), formed in 1970, is a private partnership generating independent performance audits globally. Brendan Wood debriefs large institutional investors worldwide on a daily basis. There are 2000 investors in the investor panel collectively managing + $40 trillion invested in the 1400 companies on the BWI Index. Relying on real time performance intelligence, the firm advises public companies, institutional and activist investors, investment banks and broker dealers on strategy, performance and recruitment of TopGun talent. The firm’s partners have formally presented at 1000+ C level strategy meetings and corporate off sites in fifty cities. Brendan Wood founded the exclusive TopGun Club, a performance based institution.

We wish to emphasize that all reports, evaluations and assessments contained herein, represent Brendan Wood International’s subjective judgment and opinions, based on our years of experience and on information obtained by us in the course of our research. Much of the factual information contained in the reports has been obtained by us from third parties on whose responses we have relied in good faith, independent verification by Brendan Wood International being, under the circumstances, impossible. While we believe that you will find our reports to be an invaluable tool in formulating your own strategies and judgments, the foregoing should be borne in mind. Under no circumstances should any ratings or evaluations of individuals’ performances in these reports be considered as a sufficient basis for making decisions concerning the careers of individuals, including such matters as promotions, compensation arrangements, terminations, etc.

This report is not meant as investment advice and should not be interpreted as advising on the value of a company’s securities, the advisability of investing in, purchasing or selling any company’s securities or any other conclusion relating to investment/divestiture of a company’s securities. Finally, this report is not intended as an offer or solicitation for the purchase or sale of any company’s securities.
Related Links:

www.TopGunPress.com
www.brendanwood.com
@BrendanWoodIntl

Contacts:

Jordan Novak
Partner
Brendan Wood International
+1 416 924 8110
jnovak@brendanwood.com

Amanda Knott
Managing Director
Brendan Wood International
+1 416 924 8110
aknott@brendanwood.com

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