Browsing Category
Earnings
142 posts
Guiding into the abyss
by Chris Kerlow, Alexander Tjiang, Craig Basinger, Derek Benedet, Richardson GMP First-quarter earnings season is wrapping up with…
Earnings Lies & Why Munger Says “EBITDA is B.S.”
by Lance Roberts, RIA Pro Earnings Worse Than You Think Just like the hit series “House Of Cards,” Wall…
Profit Growth Key for 2020 Stocks
Clarity from the phase-one trade deal with China and United Kingdom election results could help shift stock market…
Larry Adam: The secular global shift to tech-oriented platforms is fundamentally strong
by Larry Adam, Chief Investment Officer, Raymond James Key Takeaways July 20 marks the fiftieth anniversary of man…
Earnings Season: Here We Go Again
by Brad McMillan, CIO, Commonwealth Financial Network This morning, I spent some time speaking with a client who…
Could This Be a Brutal Earnings Season? If So, How Should One Be Positioned?
by Steven Vanelli, CFA, Knowledge Leaders Capital Yesterday BASF, the largest chemical company in the world, announced its…
Market Ethos: Margin Watch
by Craig Basinger, Chris Kerlow, Derek Benedet, Alexander Tjiang, RichardsonGMP Equity markets can be fickle. The fourth quarter…
Saved by Zero: Earnings May Eke Out a Positive Quarter
by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co Key Points As we…
Q1 earnings preview: Light at the end of the tunnel
by John Lynch, Chief Investment Strategist, LPL Financial KEY TAKEAWAYS We expect roughly flat earnings for the first…
A watch out for 2019. Fundamentals, not buybacks, have driven earnings. Margins fall.
by Urban Carmel, The Fat Pitch Summary: Overall, corporate results in the fourth quarter of 2018 were good,…
False Signals, Real Opportunity
What Wall Street’s earnings results tell us about credit market opportunities. by Brad Tank, CIO, Fixed income, Neuberger…
No Quarter: Could 1Q19 Bring Negative Earnings?
by Liz Ann Sonders, Senior Vice President, Chief Investment Strategist, Charles Schwab & Co Key Points Earnings and…
3Q Corporate Results Were Great. The Outlook for 2019 Looks Far Too Optimistic
Summary: Overall, corporate results in the third quarter were excellent. S&P sales grew 11%, earnings rose 30% and…
Smoke and Mirrors: Earnings Flatter US Stock Valuations
After October’s sharp market declines, many investors might think US stocks look relatively cheap again. But equity valuations…
Solid earnings not enough for stocks
by Richard Turnill, Global Chief Investment Strategist, Blackrock Uncertainty over the sustainability of earnings growth is fueling equity…
