earnings season

Another Slow Earnings Season: Time to Invest Money Outside the U.S.?

By Friday, April 24, 2015
Earnings SeasonSorry to say this, folks, but I’m not jumping up and down during this earnings season. Yes, the big banks did well and you probably already realized that given the fees you’ve been paying. The thing is, I’m seeing soft or negative revenue growth with many of the S&P 500 companies that have reported early on in this earnings season. This raises a red flag. The reality is that soft .

Early Corporate Earnings Unveil Missing Sales Growth

By Friday, April 17, 2015
Early corporate earningsAs corporate earnings tumble in, equity market action has been more tuned to stronger oil prices. A number of companies have now reported, and the numbers aren’t that bad. It’s still in the early stages, of course, but so far, there have been a lot of good financials. Having said that, sales growth has been missing early this corporate earnings season. Early Corporate Earnings Season Reporters Netflix, Inc. (NFLX) added .

China’s Strategy to Boost Consumer Spending an Investment Opportunity?

By Friday, April 17, 2015
China InvestmentsFor many of you who have been long-term readers, you know that I’ve been a bull towards China and Chinese stocks. Yes, there was also the period of deception and fraud with Chinese stocks listed on U.S. stock market exchanges a few years back, but much of that has been cleaned up by the Securities and Exchange Commission (SEC). Short-Term Outlook for China Volatile Chinese stocks are no longer favored .

Why Investor Sentiment Is Ignoring Stock Results This Earnings Season

By Wednesday, April 15, 2015
Stock resultsThe stock market continues to be mediocre. Economic data from abroad isn’t particularly inspiring. Investors are likely to yawn at first-quarter earnings season results this year as they did with earnings for the fourth quarter of 2014. If there is an overarching theme to the stock market’s action this year, it’s that the Federal Reserve is now the main catalyst likely to change investor sentiment. Investor Sentiment Expecting Little This .

Flat-Lining Revenues the Big Problem This Earnings Season

By Friday, January 23, 2015
4Q14 Earnings NumbersThe same old earnings trend continues. Sales are coming in light, while earnings are meeting or beating the Street. It’s a familiar sight in a slow-growth environment with a stronger U.S. dollar. And that’s the one big problem so far this earnings season: revenues aren’t improving, so why are stocks still so high? Johnson & Johnson’s Numbers Suggest Drifting Near-Term One of my top holdings to watch for long-term investors .

4Q14 Earnings Suggest Consolidation to Continue Throughout 2015

By Wednesday, January 21, 2015
Current Stock Market ConsolidationWhile the stock market’s trading action has been pretty subdued, even in the face of fourth-quarter earnings, the market’s actually been in consolidation since last September. It’s a near-term trend that I think will continue into 2015. 4Q14 Earnings Action While we’re still in the early days of the fourth-quarter 2014 reporting season, so far, earnings reporting is similar to previous quarters. As I mentioned on Monday, if companies do .

Why Positive Large-Cap Earnings Don’t Suggest a Strong Stock Market in 2015

By Wednesday, January 14, 2015
Large-Cap Earnings NumbersAfter a slow start to the reporting season, large-cap companies are peppering the Street with good numbers. The stock market may be in consolidation, but a number of companies have announced solid earnings reports so far. But even these positive results don’t suggest a strong market for all of 2015. Large-Caps Reporting Good Earnings Numbers Alcoa Inc. (AA) produced a darn good quarter, with 2014 fourth-quarter sales up 14% over .

Early 4Q14 Earnings News Suggests Slow 2015

By Monday, January 12, 2015
Early Earnings Revealing Slow Growth for Stocks in 2015Financial reports are trickling in, and it’s exactly what the market needs—a fresh dose of news, straight from the horse’s mouth. Unfortunately, the numbers aren’t forming a rosy picture of a strong market in 2015 so far. Instead, early 4Q14 earnings news suggests a slow year ahead.

Beauty Company ULTA Signaling Strong Upcoming Earnings Season?

By Friday, December 19, 2014
Strong Upcoming Earnings SeasonWhatever the news that causes the equity market to gyrate, I’m reminded that the most important news for investors is what underlying businesses say about their operations. Amidst all the turmoil and shocks that can affect the broader market, a good, underlying business that has the liquidity will always get recognized by the investing marketplace. And one growing company that’s a good example of a more confident consumer is ULTA .

Two Micro-Caps Suggesting Fourth-Quarter Earnings Boost

By Monday, November 10, 2014
Micro-Cap Stocks Suggesting Fourth-Quarter Earnings BoostLots 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 single-digit sales reported. One micro-cap company that just reported a solid quarterly performance is Blount International, Inc. (BLT). This Portland, Oregon-based company .

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