Section
Earnings
162 posts
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…
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: "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 ā Sizzle or Fizzle?
Global Summer Earnings ā 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 itās the…
What CEOs Said Last Week: "Everybody Loves Amazon"
by Erick Mokaya, Avondale Asset Management Editorās note (@skrisiloff): Iāve been off for a few weeks working on…
What CEOs Said Last Week: The Global Economy has Momentum
by Erick Mokaya, Avondale Asset Management Global growth is firming up despite the fact that inflation has not…
What CEOs Said Last Week: Downside risk is probably outweighing the upside risk
by Erick Mokaya, Avondale Asset Management Optimism and confidence run high around the world andĀ the economic recovery in…
Earnings vs. Profits & The Bull Market
by Lance Roberts, Clarity Financial A recent article by Joe CiolliĀ stated theĀ equity bull marketās biggest catalyst looks like…
What CEOs Said Last Week: Europe is attracting renewed interest
by Erick Mokaya, Avondale Asset Management tĀ“s been a light week for earnings as the Q2 earnings season…
Earnings update: Raising the bar
Earnings update: Raising the bar by Burt White, CIO, LPL Research KEY TAKEAWAYS ā¢Ā First quarter earnings season has…
What CEOs Said Last Week: Valuations should be at a discount, not a premium
by Erick Mokaya, Avondale Asset Management Consumption was weak in Q1 but the global economic recovery is expected…
What CEOs Said Last Week: "Nothing much has changed in the economy"
by Erick Mokaya, Avondale Asset Management Editorās note: Please note that this weekās post was compiled by Erick…
What CEOs Said Last Week: "Companies love tax reform"
by Scott Krisiloff, CIO, Avondale Asset Management Optimism continues to run high even though the hard data isnāt…
