Earnings

Earnings Insight Markets Outlook

What CEOs Said Last Week: Commodity costs are rising but companies don’t have pricing power

by Scott Krisiloff, CIO, Avondale Asset Management September is a light month for earnings but a busy month for investor conferences. This week ...
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Earnings Insight Markets Outlook US Stocks

Earnings may be about to do something they’ve never done before

by Jeffrey Kleintop, Senior Vice President and Chief Global Investment Strategist, Charles Schwab & Co., Inc. Key Points The earnings estimates for the ...
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Earnings Insight Markets Outlook US Stocks

What CEOs Said Last Week: "Millenials are becoming key decision makers in businesses"

by Scott Krisiloff, CIO, Avondale Asset Management Earnings season is wrapping up and retailers are the last to report. The environment was described ...
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Earnings Insight Markets Outlook US Stocks

What CEOs Said Last Week: The $500B tech companies all depend on connectivity

by Scott Krisiloff, CIO, Avondale Asset Management Earnings season began to slow back down this week. Most of the important companies have now ...
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Earnings ETFs Insight Markets Outlook US Stocks

What CEOs Said Last Week: "Expectations have declined"

by Scott Krisiloff, CIO, Avondale Asset Management The Dow hit 22,000 this week but the commentary that we’re reading is less exuberant than ...
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Earnings Insight Markets Outlook

Blaine Rollins: Going Up, Going Down

by Blaine Rollins, CFA, 361 Capital I love the earnings reporting season. I want to see the report cards of companies and then ...
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Earnings Insight Markets Outlook

What CEOs Said Last Week: There's Optimism in Europe, Particularly France

by Scott Krisiloff, CIO, Avondale Asset Management Although sentiment has been very positive this year, the hard data hasn’t tracked the optimism, at ...
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Earnings Insight Markets Outlook

What CEOs Said Last Week: "Voices of warning are few and far between"

by Scott Krisiloff, CIO, Avondale Asset Management The first week of earnings season showed a continued abundance of optimism.  Expectations have definitely risen ...
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Earnings Europe Global Investing Insight Markets Outlook

Global Summer Earnings – Sizzle or Fizzle?

Global Summer Earnings – Sizzle or Fizzle? by Burt White, Chief Investment Officer and Matthew Peterson, Chief Wealth Strategist, LPL Financial KEY TAKEAWAYS ...
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Earnings Fundamentals Insight Markets Outlook US Stocks

Fundamentally Speaking: Earnings at Risk

by Lance Roberts, Clarity Financial As we get into the midst of the Q2 earnings season, we can take a closer look at ...
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