Chart Chat: Low-Beta Stocks Beating the Market

The video discusses the performance of defensive and energy stocks as earnings season approaches. It highlights the analysis of low beta stocks, their market performance, and the creation of a custom index using Bloomberg terminal functions. The discussion also covers analyst predictions for utilities and consumer staples, and the potential for energy sector growth based on oil price trends and earnings revisions.

What type of stocks are considered low beta?

• Highly volatile stocks

• Stocks with high dividend yields

• Less volatile stocks

• Stocks with high growth potential

What function is used in Bloomberg's terminal to create a custom index?

• EQS

• CIX

• S&P 500

• IEGO

Why have utility stocks outperformed analysts' price targets?

• Utility companies have increased their volatility

• Investors are seeking safety and yield

• Analysts have revised their targets upward

• Analysts have set overly optimistic targets

What is the current trend in the price-to-earnings ratio for utility companies?

• Average over the past decade

• Unchanged from last year

• Lowest in 16 years

• Highest in over 16 years

What could be a catalyst for future price appreciation in the energy sector?

• Analysts revising earnings expectations upward

• Increase in market volatility

• Decrease in oil prices

• Reduction in energy company dividends