Section
Earnings
171 posts
Buy Japan, Hold U.S., Sell Europe
by Jeffrey Buchbinder, CFA, Chief Equity Strategist & Jeffrey Roach, PhD, Chief Economist, LPL Financial Buy Japan, Hold…
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...
BofA: S&P 500 EPS Outlook – Don't be so negative on Corporate America
Savita Subramanian, the Chief U.S. Equity Strategist at BofA Securities, has revised the firm's 2023E earnings per share…
FactSet: S&P 500 Firms with Global Reach See Q1 Revenue Dip
John Butters, Senior Earnings Analyst at FactSet Research, recently provided some key insights into the Q1 2023 performance…
Amazon is The Largest Contributor to S&P 500's Projected Earnings Growth in 2023
According to John Butters, Senior Earnings Analyst at FactSet, the S&P 500 is experiencing a year-over-year earnings decline…
Q1 2023: S&P 500 Earnings Season Update: FactSet
April 21, 2023 The first quarter earnings season for the S&P 500 has started stronger than the last…
Corporate Profits: What Gives?
by Hubert Marleau, Market Economist, Palos Management April 21, 2023 The data calendar was relatively sparse this week.…
FactSet: Canada Q1 2023 Earnings Season Preview
According to John Butters, Vice President and Senior Earnings Analyst at FactSet, analysts have lowered their earnings estimates…
FactSet: Record Negative EPS Guidance Issued by S&P 500 Companies Since Q3 2019
John Butters, Vice-President and Senior Earnings Analyst at FactSet, reported on April 6, 2023, that 106 S&P 500…
"Money Creation is King" at Predicting EPS Outlook (with Lead Time)
Listen to this article (2:42)" "Money creation is king," says Alfonso Peccatiello, Founder and Macro Strategist…
The Price You Pay: A Look at Equity Valuations
by Liz Ann Sonders, Chief Investment Strategist, and Kevin Gordon, Charles Schwab & Company Ltd. Valuation metrics broadly…
Beat It (or Don't): An Update to a Chilly Earnings Season
by Liz Ann Sonders, Chief Investment Strategist, and Kevin Gordon, Charles Schwab & Company Ltd. In the face…
Earnings season takes center stage
by Larry Adam, CIO, Raymond James Key Takeaways Earnings on pace to post first quarterly decline since 3Q20…
Hubert Marleau: The Message From Corporate America
by Hubert Marleau, Market Economist, Palos Management The Message From Corporate America October 22, 2022. A few weeks…
End of a golden era for profits?
by Stephen H. Dover, CFA, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton October 20,…
Some clarity emerges as markets remain in a holding pattern
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Is a global recession coming? While that remains…
