Section
Earnings
171 posts
What CEOs Said Last Week: "Everybody Loves Amazon"
by Erick Mokaya, Avondale Asset Management Editor’s note (@skrisiloff): I’ve been off for a few weeks working on…
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 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 and the economic recovery in…
Earnings vs. Profits & The Bull Market
by Lance Roberts, Clarity Financial A recent article by Joe Ciolli stated the equity bull market’s biggest catalyst looks like…
What CEOs Said Last Week: Europe is attracting renewed interest
by Erick Mokaya, Avondale Asset Management t´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 • 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 Editor’s note: Please note that this week’s 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 isn’t…
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…
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…
