Mother Merrill's 2011 Outlook

Merrill Lynch held their 2011 Outlook Conference in NYC today.  Tiernan Ray at Barron’s Tech Trader Daily blog has the scoop:

Among the themes is that global equities have another 15% upside in 2011. The S&P 500 index will hit 1,400 by year end, they believe, up from 1,245 at present, for about a 12% return. That’s assuming a multiple of 14 to 15 of the firm’s S&P estimate of $93 for 2011 and $99 for 2012.

The best risk/reward stocks are “big international growth stocks” in 2011, Merrill’s David Bianco opines.

The firm is “Overweight” technology, Bianco writes. With emerging markets set to spend $6 billion over the next 3 years on infrastructure projects, Bianco sees tech benefitting from rising business capital expenditures.

15% return for stocks and overweight techs.  Not very revolutionary.  Then again, we’re talking about the Wal-Mart of brokerage firms – you were expecting an outlier?

Source:

Tech Titans: Merrill Overweight Tech in 2011 (Barron’s)

What's been said:

Discussions found on the web
  1. click here commented on Sep 14

    … [Trackback]

    […] Info to that Topic: thereformedbroker.com/2010/12/14/mother-merrills-2011-outlook/ […]

  2. https://eatverts.com commented on Sep 21

    … [Trackback]

    […] Read More on that Topic: thereformedbroker.com/2010/12/14/mother-merrills-2011-outlook/ […]

  3. immediate edge review 2020 commented on Sep 22

    … [Trackback]

    […] Read More to that Topic: thereformedbroker.com/2010/12/14/mother-merrills-2011-outlook/ […]

  4. bitcoin evolution review commented on Sep 23

    … [Trackback]

    […] Find More here on that Topic: thereformedbroker.com/2010/12/14/mother-merrills-2011-outlook/ […]

  5. fun88 commented on Oct 13

    … [Trackback]

    […] Here you can find 17040 more Info to that Topic: thereformedbroker.com/2010/12/14/mother-merrills-2011-outlook/ […]

  6. Sig Sauer Guns for Sale commented on Oct 14

    … [Trackback]

    […] There you will find 74053 additional Information to that Topic: thereformedbroker.com/2010/12/14/mother-merrills-2011-outlook/ […]

  7. porn movie commented on Oct 18

    … [Trackback]

    […] Find More on to that Topic: thereformedbroker.com/2010/12/14/mother-merrills-2011-outlook/ […]

  8. best of christian lou replica commented on Dec 30

    … [Trackback]

    […] Read More to that Topic: thereformedbroker.com/2010/12/14/mother-merrills-2011-outlook/ […]

  9. scotia bank online commented on Jan 17

    … [Trackback]

    […] Read More to that Topic: thereformedbroker.com/2010/12/14/mother-merrills-2011-outlook/ […]

  10. cheap replica watches under $50 commented on Jan 28

    … [Trackback]

    […] There you will find 20617 more Information on that Topic: thereformedbroker.com/2010/12/14/mother-merrills-2011-outlook/ […]