After October’s sharp market declines, many investors might think US stocks look relatively cheap again. But equity valuations require closer scrutiny, and earnings metrics might be distorting the ...Read more Comments Off on Smoke and Mirrors: Earnings Flatter US Stock Valuations
by Richard Turnill, Global Chief Investment Strategist, Blackrock Uncertainty over the sustainability of earnings growth is fueling equity market weakness, reinforcing our call for boosting resilience in equity ...Read more Comments Off on Solid earnings not enough for stocks
At this point in the market cycle, the greatest source of demand for the shares of American companies is the American companies that issued them, and when their ...Read more Comments Off on What are the biggest investors in the shares of American companies waiting for? You may be surprised.
2Q S&P500 Corporate Results Survey: All-Time High Sales, Profits, and Margins by Urban Carmel, The Fat Pitch Summary: Overall, corporate results in the second quarter were excellent. S&P ...Read more Comments Off on Fundamentals are driving the stock market higher, not valuations
by Ryan Detrick, LPL Research Second-quarter earnings season kicks off this week, and S&P 500 companies are expected to report an eighth consecutive increase in quarterly profits. Consensus ...Read more Comments Off on Second Quarter Earnings Preview: Another 20%-plus?
by David Templeton, Horan Capital Advisors Investors are experiencing a market exhibiting a higher level of volatility. This heightened volatility is more normal than the lack of volatility ...Read more Comments Off on Heightened Volatility A Result Of The Change In The Earnings Growth Rate
by Urban Carmel, The Fat Pitch Summary: Overall, corporate results in the first quarter were very good. S&P sales grew 10%, earnings rose 24% and profit margins expanded ...Read more Comments Off on 1Q Corporate Results Were Excellent, But Margins May Be Peaking
Which will prove stronger: uncertainty about rates or confidence in earnings growth? by Joseph V. Amato, President and Chief Investment Officer, Equities, Neuberger Berman Last week saw big ...Read more Comments Off on Earnings vs. Rates—The Market Tug of War
Political and economic uncertainty continues to drive market swings in both directions. It seems that just as one issue fades, another pops up to take its place. The ...Read more Comments Off on SIA Weekly: The Uptick in Energy, and Bank Earnings
by Baruch Lev, via Knowledge Leaders Capital Baruch Lev is the Philip Bardes Professor of Accounting and Finance at the Stern School of Business, NYU. This article first appeared ...Read more Comments Off on What Economic Recovery? Half of U.S. Companies Are Losing Money