Podcast appearances and mentions of charlie toole

Charlie Toole, vice president at Adviser Investments, has the market analysis for Friday, June 28. The market ended the first half of 2019 on a high note as all major U.S. stock indexes were up. The Dow Jones Industrial Average, S&P and NASDAQ rose 0.3%, 0.6% and 0.5%, respectively. The G-20 summit led to President Trump and President Xi speaking about a trade truce and further negotiations, cheering investors. Meanwhile, financials were the best performing sector on the day, as JPMorgan, Wells Fargo, Bank of America and Citigroup got the Federal Reserve’s blessing to raise their dividends and buy back stock after passing the central bank’s annual stress test.

Adviser Investments Vice President Charlie Toole has the market analysis for Monday, June 17. Major U.S. stock indexes started the week with light trading and slight gains. The Dow Jones Industrial Average and S&P 500 rose 0.1% while the NASDAQ Composite gained 0.6%. Meanwhile, the Empire State Manufacturing Index for May came in far below expectations: New York-based manufacturing activity plunged more than 25 points month-over-month to its lowest level and first negative reading since 2016. Also, Pfizer announced its $11 billion acquisition of Array BioPharma. Pfizer’s stock remained steady on the merger news while Array BioPharma’s soared 59%.

Markets are on the rebound from 2018’s decline and have reentered record territory. Despite the challenges and unknowns we face, we believe that the current environment offers opportunities for long-term investors with well-diversified portfolios. This webinar offers a valuable opportunity to hear from some of our chief investment strategists—Chairman Dan Wiener, Chief Investment Officer Jim Lowell, Deputy Director of Research Brian Mackey, Portfolio Manager Charlie Toole and Equity Research Analyst Kate Austin—as they discuss critical subjects for investors like you.

Adviser Investments Vice President Charlie Toole has the market analysis for Monday, April 15. The Dow Jones Industrial Average, S&P 500 and NASDAQ Composite each slipped 0.1% on light trading, with markets remaining near record highs as first-quarter earnings reporting season commences. The New York Fed reported that manufacturing activity rebounded this month from March’s nearly two-year low and new orders came in higher than expected—a strong sign for future activity. Charlie also discussed Goldman Sachs’ disappointing earnings report and CVS’ bounce on favorable media coverage in Barron’s.

Charlie Toole, vice president at Adviser Investments, has the market analysis for Friday, February 8. With little economic data to drive markets, major U.S. stock indexes saw minimal movement today. Meanwhile, Mattel’s stock surged 23% on fourth-quarter earnings that surpassed both revenue and profit expectations. Elsewhere in entertainment, video game designer Electronic Arts gained 16% after launching Apex Legends. Goodyear Tire & Rubber, on the other hand, fell more than 9% after missing both sales and profit expectations as a result of disappointing emerging-market sales.

Charlie Toole, vice president at Adviser Investments, has the market analysis for Monday, December 17. Despite minimal movement early in the day, all major U.S. stock indexes once again declined. The Dow Jones Industrial Average and the S&P 500 fell 2.1% and the NASDAQ dropped 2.3%. Meanwhile, the National Association of Home Builders/Wells Fargo Housing Market Index released December data, down from 60 to 56, following the eight-point decrease from October to November. That index is currently at its lowest since 2015 because of elevated borrowing expenses and home prices. The New York Fed also released manufacturing data: December’s Empire State manufacturing index declined more than 50% to hit its weakest level since May 2017.

Charlie Toole, vice president at Adviser Investments, has the market analysis for Monday, October 8. The Dow Jones Industrial Average gained 0.2% while the S&P 500 had fractional losses and NASDAQ declined 0.7%. Defensive sectors—real estate, utilities and consumer staples—led today’s gains while technology underperformed. iRobot fell nearly 9% after Piper Jaffray lowered its stock rating, citing trade tariff risk. Google parent Alphabet also declined, dropping 1% on news that the company failed to notify users of a massive user data breach.

Charlie Toole, vice president at Adviser Investments, has the market analysis for Monday, September 17. Major U.S. stock indexes were down today after President Trump directed U.S. Trade Representative Robert Lighthizer to impose $200 billion in new tariffs on Chinese goods: The Dow Jones Industrial Average, S&P 500 and NASDAQ fell 0.4%, 0.6% and 1.4%, respectively. In terms of economic fundamentals, FedEx reported strong revenue in both its ground and freight segments, and FedEx management anticipates an additional 9% revenue growth over the next year. On the other hand, Oracle declined around 5% today after reporting disappointing revenue within its cloud services segment, which accounts for around 75% of overall revenue.

Charlie Toole, vice president at Adviser Investments, has the market analysis for Monday, August 27. Major U.S. stock indexes today advanced on news of the new trade agreement between the U.S. and Mexico, with the Dow Jones Industrial Average, S&P 500 and NASDAQ Composite up 1.0%, 0.8% and 0.9%, respectively. The NASDAQ’s nearly 72-point bump pushed the index past the 8,000-point high-water mark. Elon Musk and Tesla once again made headlines—this time with the announcement that the company would remain publicly traded despite Musk’s previous remarks to the contrary. Meanwhile, Toyota disclosed its plans to invest $500 million in Uber as the two companies collaborate on self-driving vehicle technology.

Charlie Toole, vice president at Adviser Investments, has the market analysis for Monday, August 13. The Dow Jones Industrial Average, S&P 500 and NASDAQ Composite each declined: 0.5%, 0.4% and 0.2%, respectively. The Turkish lira fell another 7% today (in addition to yesterday’s 12% decline); however, unlike international markets, dips across major U.S. indexes were not driven by fear-based selling—as evidenced by declines in traditional safe-haven assets like gold and U.S. Treasury bonds. Despite emerging market concerns, U.S. markets continue to be buoyed by second quarter earnings’ 25% year-over-year growth rate as well as the economy’s anticipated growth trajectory.

Charlie Toole, vice president at Adviser Investments, has the market analysis for Friday, July 27. The Dow Jones Industrial Average, S&P 500 and NASDAQ Composite declined 0.3%, 0.6% and 1.4%, respectively. The Bureau of Economic Analysis released second quarter gross domestic product (GDP) data: The U.S. economy’s estimated 4.1% growth rate is the fifth highest figure since the 2008 financial crisis. On the earnings front, we saw Intel’s stock down 8% today—despite 15% year-over-year revenue growth—as a result of future product delays. Similarly, Twitter fell over 20% because of significant user count declines. Next week, we’ll watch for earnings announcements from Caterpillar, Procter & Gamble and Pfizer.

Charlie Toole, vice president at Adviser Investments, has the market analysis for Monday, July 16. The energy sector performed poorly today and the price of oil dropped 4% per barrel on reports of that the Trump administration may grant waivers to certain countries importing oil from Iran following the planned imposition of sanctions in November. Conversely, financials stocks led the gains with Deutsche Bank advancing 8% on encouraging preliminary results; and Bank of America (ticker: BAC) also topping expectations. Strong performance in BAC’s capital markets and credit card divisions, coupled with lower expenses and better-than-expected loan growth, led to a 4% gain for the company’s stock. On the other hand, Netflix plunged 10% in after-hours trading after missing subscriber-growth targets by nearly 50%.

Charlie Toole, vice president at Adviser Investments, has the market analysis for Monday, June 25. Markets sold off, with drops over 1% for all major indices. Harley-Davidson stock fell 6% on news of a plan to shift some production overseas in response to tariffs, which will ultimately add about $2,000 in production costs to every motorcycle—cutting into profits. In positive news, new data show that new-home sales were up 14% month-to-month in May. This is a sign that the U.S. consumer is still in a good place. Additionally, Campbell’s Soup is potentially up for sale, with Kraft Heinz and General Mills as possible suitors.

Charlie Toole, Portfolio Manager at Adviser Investments, has Monday’s Market Analysis.

Charlie Toole, Portfolio Manager at Adviser Investments, has Friday's Market Analysis.

Topics include stock market volatility and its significance, a look at how effective diversification has been, housing market strength and other economic factors, and how concerned we should be about a trade war.

Charlie Toole, Portfolio Manager at Adviser Investments, has Thursday's Market Analysis.

Charlie Toole, Portfolio Manager at Adviser Investments, has Thursday's Market Analysis.

Charlie Toole, Portfolio Manager at Adviser Investments, has Friday's Market Analysis.

Charlie Toole, Portfolio Manager at Adviser Investments, has Thursday's Market Analysis.