Section
Earnings
171 posts
What CEOs Said This Week: Macy's Misfortune
Each week we read dozens of transcripts from earnings calls and presentations as part of our investment process. Below…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
What CEOs Said Last Week: Earnings Avalanche
What CEOs Said Last Week: Earnings Avalanche by Scott Krisiloff, Avondale Asset Management Each week we read dozens…
What CEOs Said This Week: Looking for a Curve Ball
Looking for a Curve Ball by Scott Krisiloff, Avondale Asset Management Each week we read dozens of transcripts…
What CEOs Said Last Week: Stable, but Uninspiring
What CEOs Said Last Week: Stable, but Uninspiring by Scott Krisiloff, Avondale Asset Management Each week we read…
Be on the Right Side of Change
Be on the Right Side of Change by Frank Caruso, Dan Roarty, AllianceBernstein Companies are having a much…
Stock Market Earnings Priced for Disaster (But Not to Worry)
Stock Market Earnings Priced for Disaster (But Not to Worry) by Brad McMillan, CIO, Commonwealth Financial Network We're…
What CEOs Said This Week: God Awful Election
What CEOs Said This Week: God Awful Election by Scott Krisiloff, CIO, Avondale Asset Management Each week we…
Hot prices, cold earnings
Hot prices, cold earnings by Macro Man "We may well at present be seeing the first stirrings of…
Research Affiliates: Peak Profits
Peak Profits by Chris Brightman, Jonathan Treussard, Mark Clements, Research Affiliates Key Points 1. S&P 500 as-reported EPS…
Bull Market Still Alive ...
Bull Market Still Alive ... The Eanings Situation is Not Looking All That Great by Tiho Brkan, The…
Corporate profits are impressive, but valuations are merely average
Corporate profits are impressive, but valuations are merely average by Scott Grannis With last week's release of revised…
How long will profit margins continue to defy the skeptics?
How long will profit margins continue to defy the skeptics? KEY TAKEAWAYS · We expect corporate America to…
Potential acceleration of earnings growth could mean strong finish for 2015
Potential acceleration of earnings growth could mean strong finish for 2015 by Burt White, Chief Investment Officer, LPL…
Fiera Capital: This is not about earnings
Weekly dose of espresso: This is not about earnings This Is Not About Earnings from Fiera Capital on…
Jim Paulsen: Investment Outlook (July 10, 2015)
Inflation Holds the Key for P/E Multiples by Jim Paulsen, Wells Fargo Capital Management Will price/earnings (P/E) multiples…
