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Earnings Growth

Apple Inc. (NASDAQ/AAPL) may be shining bright after delivering an astounding record quarter, in which the company sold a staggering 74.5 million “iPhones.” But while the stock market is giddy on how Apple is performing, especially in China, where it is now the top seller of smartphones, the…

The bottom line is turning out to be one of the major stories this earnings season. A tough global environment and the stronger U.S. dollar (which was expected) are impacting sales. But earnings are mostly still coming through. DuPont and 3M Reporting Decent Earnings, Slow Sales One company…

It really is a great time to be in the railroad business. Cash flow is abundant and these stocks are poised for more capital gains. While coal shipments have been a weak spot for railroad companies, virtually all other major customer sectors are producing excellent comparable growth. And…

Lots of corporate earnings are still streaming in for the third quarter, though mostly among smaller-cap companies. Top-line growth certainly isn’t robust, but it’s not bad either. The surprise I’ve noticed in third-quarter reporting has been the profitability. There has been plenty of double-digit comparable earnings growth on…

According to research by UC Berkeley, in 2012, the top one percent of income earners in the U.S. earned 22.5% of all the income. The bottom 90%, on the other hand, earned less than 50% of all the income. (Source: Pew Research Center, January 7, 2014.) Income inequality…

Now that the Dow Jones Industrial Average has fallen 1,035 points (six percent) from its mid-September peak, the question investors are asking is “how far will she go?” For small-cap investors, the drama is greater, as the Russell 2000 Index has fallen 12.5% from its July peak. Since…

If there’s one thing the stock market needs, it’s a distraction from global growth worries and geopolitical events. And corporate earnings are the ticket for that as this season’s numbers are starting to pour in. Pharmaceutical benchmark Johnson & Johnson (JNJ) once again beat Wall Street consensus, generating…

My favorite pharmaceutical company for long-term investors is still Johnson & Johnson (JNJ), for now. This business has managed to produce very good financial growth in recent history and its share price has appreciated exceptionally well considering this is a DOW stock, especially over the last two years.…

The stock market is clearly struggling to stay afloat at this juncture, balancing the domestic economic renewal with the global risk coming from ISIS, Russia, the eurozone, and economic stalling in China. A major catalyst or a reason to buy is what investors are searching for. The focus…

There’s a lot the stock market has to deal with these days, but that’s par for the course. Uncertainty, risk, and fear are basic components of equities these days. But good businesses are good businesses and NIKE, Inc. (NKE) hit a grand slam with its latest quarterly earnings.…

FedEx Corporation (FDX) just bounced off a new record-high on the stock market and is an important component of the Dow Jones Transportation Average. In its fiscal first quarter of 2015 (ended August 31, 2014), the company’s sales and earnings surged. It was a great quarter and a…

Large-cap technology stocks, particularly old-school names, have really been on the rise, though they remain an untold story this year. Microsoft Corporation (MSFT) is on a major upward price trend and is getting close to its all-time record-high set during the technology bubble of 1999. The company’s stock…

While the entire world was waiting for and anticipating the next-generation “iPhone 6” from Apple Inc. (NASDAQ/AAPL) on Tuesday, General Mills, Inc. (NYSE/GIS) announced it was acquiring organic and natural food company Annies, Inc. (NYSE/BNNY). Okay, the launch of the iPhone 6 was clearly more exciting, but so…

There’s good resilience to this market. On most days, the NASDAQ Composite is still beating both the S&P 500 and Dow Jones Industrial Average comparatively, which is bullish. Lots of stocks are pushing new highs and many seem to be breaking out of their previous near-term trends. NIKE,…

Countless stocks are pushing new highs and a lot of them are still blue chips. The Dow Jones Industrial Average is lagging the other indices this year, but this is not unusual. The fact that many blue chips are still slogging higher is further indication of a bull…

There are lots of companies that are one-time wonders. They experience explosive growth (or the expectation of it), plateau, and very often collapse on the weight of an overly aggressive business plan. The marketplace is full of these types of businesses, but what’s not in great supply is…

In what is on par with the course in today’s stock market, biotechnology firm Amgen Inc. (AMGN) posted double-digit revenue and earnings growth while raising its full-year outlook. The kicker for this stock and its recent price strength was the news that the company plans to cut 12%–15%…

Earlier this month, Jeremy Siegal, a well-known “bull” on CNBC, took to the airwaves to predict the Dow Jones Industrial Average would go beyond 18,000 by the end of this year. Acknowledging overpriced valuations on the key stock indices are being ignored, he argued historical valuations should be…