KanalyBlog

Kanaly Trust Quarterly Investment Outlook & Strategy Conference Call

The Kanaly Trust Third Quarter 2011 Investment Outlook & Strategy Conference Call took place on July 26. Key points of the conversation included:

• Economic growth to pick up modestly due to several factors.
• The housing market weakness and high unemployment remain major obstacles to growth.
• The global bull market remains intact but is likely entering the latter stages.
• Strong earnings growth and potential for an end to the soft patch could spark a rally once the debt ceiling is lifted.
• Favor growth stocks and dividend payers as comparisons become more challenging.
• The European debt crisis and budget negotiations remain primary risks to our outlook.

Watch a recording of the webinar.

Wall Street Focusing on Earnings, Not Debt?

Yesterday, Drew Kanaly appeared on Fox Business to discuss earnings season and the debt ceiling. 

Drew joined host, Neil Cavuto, to discuss how important the success of this year’s earnings season is in relation to the debt ceiling. He explained that Wall Street is focused on money making deals and two-thirds of all reported corporate earnings have beaten estimates thus far. Regarding the debt ceiling, he suggested that the “big show” will not be until 2012. 

Watch the segment.

Protecting Your Portfolio

Yesterday, Drew Kanaly returned to CNBC to discuss concerns about the debt ceiling.

Drew offered his thoughts in regard to the debt ceiling and how investors can protect their portfolios during these volatile times. He discussed gold as it continues to reach record highs, suggested avoiding long-term treasuries and confirmed that Kanaly Trust is ultra-diversified and positioned long term.

Watch the segment.

Google's 2Q Earnings a Good Sign for Technology Sector

On July 14, James Shelton appeared on Fox Business to weigh in on earnings season and the continued success of Google.

Most well-diversified portfolios have some exposure to technology and higher than expected 2Q earnings are "a very good sign for the technology sector going forward," James explained during the segment. In addition, he is confident that Washington will raise the debt ceiling and believes that if earnings season is strong, it may help offset European concerns.

Watch the segment.

Kanaly Trust Q3 Investment Outlook and Strategy Conference Call

The Kanaly Trust Q3 Investment Outlook and Strategy Conference Call is scheduled for Thursday, July 28. It will be hosted by CIO James Shelton and CEO Drew Kanaly via webinar. During this time, James and Drew will discuss our economic and market outlook, with a focus on strategy for current and future market conditions. They will also answer questions from the audience.

To register to participate, visit www.kanaly.com/outlook.