Browsing Category
Earnings
142 posts
Stocks and Inflation Expectations are Once Again Synching Up
by Capital Spectator The tumble in stock prices lately has been accompanied by a so-far mild retreat in…
What Matters More: Earnings or the Fed?
by Cullen Roche, Pragmatic Capitalism There are two camps in the world when it comes to thinking about…
Dr. Ed Yardeni: Earnings & the Bull Market
Earnings & the Bull Market (excerpt) My bullishness since March 2009 has been driven by rising earnings. The…
Ryan Lewenza: North American Equity Strategy - Q3/13 Earnings Recap
North American Equity Strategy - Q3/13 Earnings Recap by Ryan Lewenza, North American Equity Strategist, TD Wealth Highlights…
"The More Comfortable You are in Valuing a Company, the Less Point There is to Doing that Valuation"
One of the responses to my last post on valuing young companies was that even if you can…
William Smead: Investment Outlook (September 4, 2013)
"Exponential Business Success" by William Smead, Smead Capital Management At a major conference in November of 2012, the…
S&P 500 Earnings Above Or Below Trend?
One market factor frequently mentioned regarding current S&P 500 earnings is they are far above historical trend. An…
