Section
Earnings
162 posts
Company earnings in the spotlight
by Antonio (Tony) DeSpirito, Managing Director, Chief Investment Officer, U.S. Fundamental Equities, Blackrock U.S. companies have notched some…
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...
An outstanding performance: Q4 earnings season shattering expectations
by Paul Eitelman, Russell Investments On the latest edition of Market Week in Review, Director and Senior Investment…
Earnings Growth is Approaching
by Jeffrey Buchbinder, CFA, Equity Strategist, and Ryan Detrick, CMT, Chief Market Strategist, LPL Financial This earnings season,…
Fundamentally Speaking: Earnings Don’t Support Bullish Thesis
by Lance Roberts, RIA With the second quarter of the 2020 reporting season mostly behind us, and with…
An Earnings Season to Forget
by Ryan Detrick, CMT, Chief Market Strategist, LPL Financial This earnings season may be one to forget. We…
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,…
