Wal-Mart Misses Earnings Estimates; U.S. Economy in Trouble?

By Wednesday, May 20, 2015

Wall-Mart ReportsOn Tuesday, May 19, Wal-Mart Stores Inc. (NYSE/WMT) released its earnings report for the quarter ended April 30, 2015. Its earnings per share (EPS) are $1.03, lower than the expected $1.04. Quarterly revenue is reported at $114.82 billion, lower than last year’s $114.96 billion. (Source: Wal-Mart, May 19, 2015.)Upon the news, Wal-Mart’s stock price dropped more than 2.1% to $78.20 in pre-market trading.Wal-Mart’s Earnings Hurt by Strong Dollar. Read More

Alibaba Earnings Report: Jump in Revenue and New CEO

By Monday, May 11, 2015

Alibaba Earnings Beat EstimatesOn May 7, 2015, Alibaba GroupHolding Limited (NYSE/BABA) released its quarterly earnings report for the year ended March 31, 2015. The company also named a new CEO, Daniel Zhang, who currently holds the title of COO (Chief Operating Officer). In response to the news, Alibaba’s stock price opened 11% higher at $88.83 per share this morning.Strong MetricsAccording to Alibaba’s report, revenue increased 45% in the fourth quarter. Read More

Apple’s Quarterly Report Beats Earnings Estimates, but Still Faces Challenges

By Friday, May 1, 2015

Apple EarningsIt was an interesting week for Apple, Inc. (NASDAQ/AAPL). The company announced exceptional first-quarter earnings results, touting that demand for the “Apple Watch” is exceeding expectations. But the company isn’t in the clear. In the midst of great news, there are some issues the company needs to contend with if it hopes to be the first public company with a $1.0-trillion valuation.Strong Performance, International Sales UpApple released its. Read More

S&P 500 Bull Market Addicted to Mediocrity

By Thursday, April 30, 2015

Bull marketIncome-starved investors are helping prop up the long-in-the-tooth bull market (up 220% since 2009) on the S&P 500. How else can you explain the support the S&P 500 has found in the face of a really mediocre earnings season? The only way is if investors think it’s a good thing that more than half of S&P 500 companies are reporting sales below estimates to date.Bull Market Fuelled by Lower . Read More

Transportation Stocks: Top Three Picks to Watch in This Stock Market

By Monday, April 27, 2015

Transportation stocksAlthough the equity market has been pretty tired and trendless since the beginning of the year, earnings are holding up. Of course, there are always disappointments from quarter to quarter. Johnson & Johnson (NYSE/JNJ) didn’t have a particularly great quarter recently. And neither did 3M Company (NYSE/MMM).But while international businesses are feeling the effects of a stronger U.S. dollar, sales and earnings estimates for 2016 continue to be. Read More

Spring Stock Market Forecast: Signs of Slowing & Consolidation

By Friday, April 24, 2015

Spring Stock Market ForecastThere’s a tremendous amount of noise surrounding the stock market. And so it’s important to cut through it to focus on what really matters as an equity investor: what corporations are actually saying about their businesses.Even though the stock market is a secondary pricing mechanism anchored by monetary policy, it is a system that generally tries to discount a future stream of earnings.With so much institutional money floating. Read More

Bull Market Over? These Stock Market Trends Say No

By Wednesday, April 22, 2015

Bull marketWith the Federal Reserve waiting to change the interest rate cycle, the saving grace for the stock market is that the central bank will only do so if the economic and inflationary data is strong enough.Last year, investor sentiment reacted positively to the potential for changes in monetary policy. If economic growth was improving, an increasing cost of capital is natural.What Are Earnings Telling Us?We’ve seen the. Read More

Sherwin-Williams, Alliance Data: Two Institutional Investor Favorites

By Monday, April 20, 2015

institutional investorsInstitutional investors are still buying earnings safety and predictability in an otherwise slow-growth environment.In any market, good businesses stand out both in terms of operational growth at a faster rate than the general economy and good share price performance. The Sherwin-Williams Company (SHW) and Alliance Data Systems Incorporated (ADS) are two examples of the kinds of companies institutional investors favor.The Sherwin-Williams Company (NYSE/SHW)Institutional investors still. Read More

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 ReportersNetflix, Inc. (NFLX) added. Read More

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 VolatileChinese stocks are no longer favored. Read More


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From: Michael Lombardi, MBA
Subject: Golden Opportunity for Stock Market Investors

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