Earnings

Earnings Insight Markets Outlook

Earnings vs. Profits & The Bull Market

by Lance Roberts, Clarity Financial A recent article by Joe Ciolli stated the equity bull market’s biggest catalyst looks like it’s here for the long ...
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Earnings Insight Markets Outlook

What CEOs Said Last Week: Europe is attracting renewed interest

by Erick Mokaya, Avondale Asset Management t´s been a light week for earnings as the Q2 earnings season winds down with a whimper. ...
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Earnings ETFs Insight Markets Outlook US Stocks

Earnings update: Raising the bar

Earnings update: Raising the bar by Burt White, CIO, LPL Research KEY TAKEAWAYS • First quarter earnings season has been excellent by almost any ...
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Earnings Insight Markets Outlook US Stocks

What CEOs Said Last Week: Valuations should be at a discount, not a premium

by Erick Mokaya, Avondale Asset Management Consumption was weak in Q1 but the global economic recovery is expected to continue in Q2. Some ...
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Earnings Economy Energy & Natural Resources Insight Markets Outlook

What CEOs Said Last Week: "Nothing much has changed in the economy"

by Erick Mokaya, Avondale Asset Management Editor’s note: Please note that this week’s post was compiled by Erick Mokaya.  Erick has been helping ...
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Earnings Insight Markets Outlook US Stocks

What CEOs Said Last Week: "Companies love tax reform"

by Scott Krisiloff, CIO, Avondale Asset Management Optimism continues to run high even though the hard data isn’t reflecting it yet. It’s very ...
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Earnings Insight Markets Outlook

What CEOs Said Last Week: People are no longer just "cautiously" optimistic

by Scott Krisiloff, CIO, Avondale Asset Management Earnings season is back and CEOs are optimistic. It was really only half a week of ...
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Earnings Insight Markets Outlook US Stocks

What CEOs Said Last Week: The Consumer is Pretty Steady

by Scott Krisiloff, CIO, Avondale Asset Management It was another very light week for corporate comments. The consumer is probably holding steady, but ...
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Earnings Insight Markets Outlook

What CEOs Said Last Week: "There's more to the economy than mobile phones"

by Scott Krisiloff, CIO, Avondale Asset Management It will be another few weeks before earnings season begins to pick back up. Until then ...
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Earnings Insight Markets Outlook US Stocks

What CEOs Said: "This is worse than a zero-sum game"

by Scott Krisiloff, CIO, Avondale Asset Management Arguably the biggest story of this quarter has come late in the earnings season. Retailers are ...
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