Section
Earnings
163 posts
Research Affiliates: Peak Profits
Peak Profits by Chris Brightman, Jonathan Treussard, Mark Clements, Research Affiliates Key Points 1. S&P 500 as-reported EPS…
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...
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…
Global Earnings Update: The Tide is Turning
KEY TAKEAWAYS European earnings have surprised on the upside while guidance has led to rising estimates, contributing to…
Prices Have Diverged From Earnings
by Scott Krisiloff, Avondale Asset Management 92% of S&P 500 companies have now reported Q1 earnings. According to…
Earnings Season: It's all about the USD!
by Cam Hui, Humble Student of the Markets As the latest Earnings Season kicks off, investors need to…
Ryan Lewenza: Low Bar For Q1/15 Earnings Season
Low Bar For Q1/15 Earnings Season by Ryan Lewenza, CFA, CMT, Private Client Strategist, Raymond James • As…
The Drop in 2015 S&P 500 Earnings Estimates Has Been Pretty Sharp.
The Drop in 2015 S&P 500 Earnings Estimates Has Been Pretty Sharp. by Stefan Cheplick The chart above…
March's Market Madness
Market’s March Madness KEY TAKEAWAYS · With the NCAA Final Four set, we share our own Final Four…
Size Matters & Their Estimates are Still Too Damn High
by Erik Swarts, Market Anthropology [dropcap]W[/dropcap]ith the U.S. equity markets continuing to make and trade near their all-time…
Five Signs of a Good Annual Report
by Todd Wenning, Clear Eyes Investing Annual report season is upon us, which presents an opportunity to better…
