Section
Earnings
163 posts
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,…
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...
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…
What are the biggest investors in the shares of American companies waiting for? You may be surprised.
At this point in the market cycle, the greatest source of demand for the shares of American companies…
Can strong earnings power on?
by Richard Turnill, Global Chief Investment Strategist, Blackrock Richard explains why we believe earnings strength is likely to…
Fundamentals are driving the stock market higher, not valuations
2Q S&P500 Corporate Results Survey: All-Time High Sales, Profits, and Margins by Urban Carmel, The Fat Pitch Summary:…
Second Quarter Earnings Preview: Another 20%-plus?
by Ryan Detrick, LPL Research Second-quarter earnings season kicks off this week, and S&P 500 companies are expected…
Impressive Earnings Season
by John Lynch, Chief Investment Strategist, LPL Financial KEY TAKEAWAYS The new tax law, better economic growth, robust…
Heightened Volatility A Result Of The Change In The Earnings Growth Rate
by David Templeton, Horan Capital Advisors Investors are experiencing a market exhibiting a higher level of volatility. This…
1Q Corporate Results Were Excellent, But Margins May Be Peaking
by Urban Carmel, The Fat Pitch Summary: Overall, corporate results in the first quarter were very good. S&P…
Earnings vs. Rates—The Market Tug of War
Which will prove stronger: uncertainty about rates or confidence in earnings growth? by Joseph V. Amato, President and…
Market Ethos: Talkin' Earnings
by Craig Basinger, Chris Kerlow, Derek Benedet, Shane Obata, Connected Wealth, RichardsonGMP Earnings season for the U.S. market…
