Section
Earnings
171 posts
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…
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...
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…
What CEOs Said Last Week: There's Optimism in Europe, Particularly France
by Scott Krisiloff, CIO, Avondale Asset Management Although sentiment has been very positive this year, the hard data…
What CEOs Said Last Week: "Voices of warning are few and far between"
by Scott Krisiloff, CIO, Avondale Asset Management The first week of earnings season showed a continued abundance of…
Global Summer Earnings – Sizzle or Fizzle?
Global Summer Earnings – Sizzle or Fizzle? by Burt White, Chief Investment Officer and Matthew Peterson, Chief Wealth…
Fundamentally Speaking: Earnings at Risk
by Lance Roberts, Clarity Financial As we get into the midst of the Q2 earnings season, we can…
What CEOs Said Last Week: "This is the end of an era"
by Scott Krisiloff, CIO, Avondale Asset Management Earnings season started this week, but only with a few reports.…
What CEOs Said Last Week: Millenials are forming homes after all
by Scott Krisiloff, CIO, Avondale Asset Management This was a light week for earnings reports since it’s the…
