Article Index
Earnings Outlook

First-quarter earnings season is on the horizon and early reporters, so far, are revealing the same results we got in 4Q14—a decent bottom line, but sales coming up short. So far, my early 1Q15 earnings forecast predicts a boring reporting season. Oracle Among Companies Keeping Investor Interest with…

Lots of companies have broken out of their previous long-term trends on the stock market, and it’s a positive, contributing signal to a secular bull market. One company that recently beat Wall Street consensus and just broke out of its previous price trend is A. Schulman, Inc. (SHLM)…

With little wind at its back from last year’s exceptional performance, this market is a stock-picker’s market, and one that continues to favor existing winners. For an existing portfolio of large-cap, dividend-paying blue chips, I don’t see a lot of new action to take right now. The most…

The Dow Jones Transportation Average is still very close to its all-time high, and so are countless component companies. The airlines, in particular, have been very strong in a classic bull market breakout performance. Many of these stocks have roughly doubled over the last 12 months. Commensurate with…

Looking for volatility? Stick with 3D (three-dimensional) printer stocks. While most continue to exude upward price momentum, valuations are off the charts and the action can only be described as “gut-wrenching.” Stratasys Ltd. (SSYS) is a company we looked at back in November. Based out of Eden Prairie,…

We won’t really get into the heart of the fourth-quarter 2013 earnings season until late January into early February. Smaller companies typically take longer to report, as they don’t have the large accounting departments that blue chips have. I’ve noticed that quite a number of Wall Street research…

It can only be described as a huge vote of confidence. The Boeing Company (BA) announced a whopping 50% increase in its dividends to $0.73 per share. And beginning this January, the company will begin a new $10.0-billion share repurchase program, in addition to the $800 million left…

There are still a lot of companies that are reporting quarterly earnings and, in many cases, the numbers are pretty decent. Let’s look at some of the winners. The iconic jewelry brand Tiffany & Co. (NYSE/TIF) reported outstanding quarterly earnings growth of 50% due to significant sales strength…

It’s an amazing performance that few people predicted at the beginning of the year—this stock market might just keep on climbing right into the New Year. Just recently we looked at Automatic Data Processing, Inc. (ADP) as it broke a new all-time record high of $77.00 a share.…

Transportation stocks are now reporting their third-quarter earnings, and it’s important for investors to pay attention to what these leading market indicators have to say. J.B. Hunt Transportation Services Inc. (JBHT) is one of the largest trucking firms in North America. The company reported a solid third quarter,…

Third-quarter earnings season continues this week; with a number of companies set to report in the next few days, the stock market’s attention should finally be on corporate earnings. And while earnings expectations are being reduced, the positive disposition to the Dow Jones Transportation Average remains. The index…

In a world where genuine revenue and earnings growth is a tough thing to come by, the company with the iconic “swoosh” did so with flying colors. NIKE, Inc. (NKE) is a business that continues to defy its maturity as a brand. The company posted 2014 fiscal first-quarter…

Finding consistently growing companies has been and continues to be a tough thing with the world’s developed economies barely growing. From the investor’s perspective, I think consistency, both in terms of corporate financial growth and stock market performance, is absolutely golden. This is especially the case for investors…

The broader market is showing renewed strength in anticipation of the Federal Reserve’s decision on quantitative easing and third-quarter earnings season. Typically, September is a volatile and tough month for stocks, but there’s a real resilience to the current stock market. Even the NASDAQ Composite is holding up…

We all know that corporate earnings are managed, but in a sense, it works, because an investor is better off having some ballpark earnings outlook over nothing. Earnings estimates for mature, large-cap businesses are typically more accurate over traditional growth companies, and you can use these estimates for…

I’ve been looking at all the earnings to date (they often aren’t a calendar quarter, but a fiscal quarter), and so far, I would say that the majority of companies are beating consensus expectations. Corporate earnings are definitely managed, but this is a good development. If the reduced…

The S&P 500 had a pretty good year in 2012, up approximately 11.5% not including dividends. But, as is the norm in the current stock market, trading action remained choppy without any real trend. The S&P 500 began 2012 strongly, rising consistently until May, when the index gave…

The stock market is very much in consolidation mode, and it’s still highly vulnerable to all the risks out there. The sovereign debt crisis isn’t over; the eurozone has just backstopped sovereign debt with additional debt. And while the U.S. housing market is showing signs of improvement, this…