Список проголосовавших за комментарий "жи пи морганы бычат, ну и так грамотно (вроде) обосновывают:<br/> <br/> "...We forecast a YE 2014 Target of 2075 based on 15.7x 2015E EPS of $132..."<br/> <br/> "...We remain constructive on equities in 2014, predicated on (i) accelerating EPS growth (9% ‘14e vs. 6% ‘13e), (ii) supportive relative value (S&P 500 P/E of 14.5x is still an unjustified discount to a High Yield P/E of 16.6x), (iii) re-discovery of equities as an investment class (clients see alpha “buying the dip”), (iv) supportive monetary policy and (v) the potential for upside surprises to US economic growth (via consumer re-leveraging, enterprise capex, a construction recovery, or all three)..."<br/> <br/> "...The bull market, which began in March 2009, is acting like a “classic” secular bull market (see Figure 1). Furthermore, as shown on Figure 3, the end of each precedent<br/> secular bull market coincided with a recession (‘87 saw the yield curve invert in ‘86).<br/> Notably, as shown below, the 6th year of a bull market has historically been very strong, which would suggest that the market will continue to build upon the strong gains seen in 2013 as it enters its 6th year..."<br/> <br/> тут все, если интересно кому<br/> <a href="/r.php?u=http%3A%2F%2Frghost.ru%2F51193337&s=3922443469" target="