Section
Earnings
162 posts
What CEOs Said Last Week: People are no longer just "cautiously" optimistic
by Scott Krisiloff, CIO, Avondale Asset Management Earnings season is back and CEOs are optimistic. It was really…
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: The Consumer is Pretty Steady
by Scott Krisiloff, CIO, Avondale Asset Management It was another very light week for corporate comments. The consumer…
What CEOs Said Last Week: "There's more to the economy than mobile phones"
by Scott Krisiloff, CIO, Avondale Asset Management It will be another few weeks before earnings season begins to…
What CEOs Said: "This is worse than a zero-sum game"
by Scott Krisiloff, CIO, Avondale Asset Management Arguably the biggest story of this quarter has come late in…
Earnings Update: Five Observations
by Burt White, Chief Investment Officer, LPL Financial KEY TAKEAWAYS Fourth quarter earnings season has not been a…
What CEOs Said: "I would hate to manage $1 trillion in the major indexes"
by Scott Krisiloff, CIO, Avondale Asset Management Each week we read dozens of transcripts from earnings calls and…
What CEOs are saying: The industrial economy has some momentum
by Scott Krisiloff, CIO, Avondale Asset Management Each week we read dozens of transcripts from earnings calls and…
What CEOs are Saying: The Animal Spirits are Real
by Scott Krisiloff, Avondale Asset Management Each week we read dozens of transcripts from earnings calls and presentations…
What CEOs Said Last Week: "The optimism is palpable"
by Scott Krisiloff, CIO, Avondale Asset Management Each week we read dozens of transcripts from earnings calls and…
Q4 Earnings: Expect to Beat Expectations?
by Brad McMillan, CIO, Commonwealth Financial Network The key driver of the stock market, over the long term,…
Earnings Magic Exposed
by Michael Lebowitz, 720 Global Following the end of each fiscal quarter, SEC registered corporations release their financial…
Charting the Market: Are Markets in for an October Earnings Surprise?
by David B. Mazza, State Street Global Advisors The third-quarter corporate earnings reporting season got off to a…
Why do earnings rise, even as they slide?
by John Manley, CFA, Wells Fargo Asset Management Before I try to explain this rather enigmatic title, I…
Earnings Look to Fall Again
by Eddy Elfenbein, Crossing Wall Street The Q3 earnings seasons will start in a few days. Not too…
What CEOs Said Last Week: "Waiting for Godot"
by Scott Krisiloff, CIO, Avondale Asset Management Each week we read dozens of transcripts from earnings calls and…
