Section
Earnings
162 posts
What Economic Recovery? Half of U.S. Companies Are Losing Money
by Baruch Lev, via Knowledge Leaders Capital Baruch Lev is the Philip Bardes Professor of Accounting and Finance…
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...
Earnings Don't Matter!
by The Knowledge Leaders Capital Team, Knowledge Leaders Capital Our long-time readers are familiar with the work of Professor…
The Mean Reverting History Of Profit Growth
by Lance Roberts, Clarity Financial As the markets push once again into record territory the question of valuations…
Highlights From Another Strong Earnings Season
by John Lynch, Chief Investment Strategist, LPL Financial KEY TAKEAWAYS Excluding the hurricane-riddled insurance sector, Corporate America produced…
What CEOs Said Last Week: The industrial economy has broad based momentum
by Scott Krisiloff, CIO, Avondale Asset Management Each week we read dozens of transcripts from earnings calls and…
Halfway Through Earnings: More Treats Than Tricks?
by Brad McMillan, CFA, CIO, Commonwealth Financial Network As of the end of last week, more than half…
What CEOs Said Last Week: "The global industrial economy is enjoying a broad based boom"
by Scott Krisiloff, CIO, Avondale Asset Management Each week we read dozens of transcripts from earnings calls and…
What CEOs Said Last Week: "Investors are fully invested"
by Scott Krisiloff, CIO, Avondale Asset Management Each week we read dozens of transcripts from earnings calls and…
Should We Be Worried About Earnings Growth?
by Brad McMillan, CIO, Commonwealth Financial Network One of the key points in my argument that things are…
What CEOs Said Last Week: Commodity costs are rising but companies don’t have pricing power
by Scott Krisiloff, CIO, Avondale Asset Management September is a light month for earnings but a busy month…
Earnings may be about to do something they’ve never done before
by Jeffrey Kleintop, Senior Vice President and Chief Global Investment Strategist, Charles Schwab & Co., Inc. Key Points…
What CEOs Said Last Week: "Millenials are becoming key decision makers in businesses"
by Scott Krisiloff, CIO, Avondale Asset Management Earnings season is wrapping up and retailers are the last to…
What CEOs Said Last Week: The $500B tech companies all depend on connectivity
by Scott Krisiloff, CIO, Avondale Asset Management Earnings season began to slow back down this week. Most of…
What CEOs Said Last Week: "Expectations have declined"
by Scott Krisiloff, CIO, Avondale Asset Management The Dow hit 22,000 this week but the commentary that we’re…
Blaine Rollins: Going Up, Going Down
by Blaine Rollins, CFA, 361 Capital I love the earnings reporting season. I want to see the report…
