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)… Read More 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… Read More

First-Quarter Corporate Earnings to Decline 4.6%; Biggest Drop Since 2009

By Wednesday, April 15, 2015

Coporate earnings biggest dropWith the first quarter of 2015 behind us, it’s corporate earnings reporting season. Unfortunately, we are expecting the biggest decline in public corporate earnings since 2009.
Corporate Earnings Expected to Decline
Corporate profits are the most basic reasons why key stock indices rise or fall. If earnings are rising, stocks usually rise. If earnings are declining, stocks regress to the mean and decline in price.
With that said, for the… Read More

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… Read More

Transportation Stocks: Good Earnings Unlikely to Encourage Buying

By Friday, April 10, 2015

Transportation StocksOne sector of the domestic economy that should continue to produce solid corporate earnings is transportation stocks.
Higher freight volumes, higher freight prices not affecting demand, and lower fuel prices are a solid combination that should boost the bottom line for airlines, freight companies, and railroads.
Similar industry dynamics continue among lodging and restaurant companies. While it’s still very much a slow-growth environment, there are positive glimmers in the marketplace…. Read More

First-Quarter Earnings Season to Be Especially Bad for Multinationals

By Friday, April 10, 2015

First Quarter Earnings SeasonThe stock market has shifted its focus to the first-quarter earnings season. Based on early expectations, it will be an ugly quarter for U.S. companies, specifically the multinationals.
Expect Continued Disappointment for Rest of First-Quarter Earnings Season
A few weeks ago, we received some hints that the first-quarter earnings season would be disappointing after numerous downgrades were made on the U.S. economy. The International Monetary Fund (IMF) now estimates the… Read More

Stock Market: Steep Rise in 1Q15 Daily Trading Range a Warning Sign

By Wednesday, April 8, 2015

1Q15 Daily Trading Range a Warning SignThe U.S. stock market is a dangerous place to be. It is acting just like it did right before its previous big sell-off. In fact, the daily point trading range of the Dow Jones in the first quarter of 2015 was at its highest level since 2009.
Wild Swings on Stock Market Telling Us Something?
In the first three months of 2015, key stock indices like the Dow Jones Industrial… Read More

1Q15 Earnings Reports: CarMax, Restaurant Stocks Showing Strength

By Wednesday, April 8, 2015

Restaurant StocksCalendar first-quarter earnings reports are hitting the stock market and already a couple of trends have emerged.
As previously mentioned, currency translation with the stronger U.S. dollar is having a material effect on corporate performance, but domestic-operating companies have been turning in fairly decent results…. Read More

1Q15 Earnings Reports: Weak Numbers Expected on Strong U.S. Dollar

By Wednesday, April 1, 2015

Currency TranslationWith the calendar first quarter now at a close, investors will soon get what the stock market’s been needing for quite a while—earnings reports.
Strong U.S. Dollar to Affect 1Q15 Earnings Reports
The fourth quarter of 2014 was pretty much a yawn, as investors shrugged off early signs of the U.S. dollar’s effect on corporate reporting. Now the marketplace knows that the U.S. dollar is having a material effect on… Read More

These Top Restaurant Stocks Seeing New Earnings Momentum This Year

By Friday, March 27, 2015

Restarant stocksGetting back to restaurant stocks, with a pickup in consumer spending and lower gasoline prices, a number of these positions have been top earners over the last couple of quarters.
The trend should continue this year. Restaurant stocks remain a top choice for equity speculators, with some key stocks reporting double-digit earnings growth.
Three top restaurant stocks I’d like to take a closer look at are Sonic Corp. (SONC), Fiesta… Read More