
We're heading into the thick of earnings season, and Chris Johnson has proof that GE stock is one of the biggest opportunities for investors right now.
By Chris Johnson, Quantitative Specialist, Money Morning -
We're heading into the thick of earnings season, and Chris Johnson has proof that GE stock is one of the biggest opportunities for investors right now.
By Chris Johnson, Quantitative Specialist, Money Morning -
Lockheed Martin just came out with a particularly strong earnings report, which created a great post-earnings trading opportunity.
By William Patalon III, Executive Editor, Money Morning -
If you're a big baseball fan - as I am - then you know that a team's leadoff hitter plays a determinative role in the club's success or failure.
Great leadoff hitters - guys like Rickey Henderson, Richie Ashburn, and Ichiro Suzuki - are terrific "table-setters." As the first hitter to the plate, their job is to "get something started" by getting on base in any way possible - and to serve as an emotional catalyst for the rest of the team... and for the fans in the stadium.
Some of baseball's all-time best leadoff guys were masters at igniting momentum - my favorite old-timer was Eddie Stanky, an infielder and leadoff hitter whose nickname - "The Brat" - reflected his penchant for momentum-swinging plays.
Branch Rickey, the baseball executive who broke the color barrier by signing Jackie Robinson, once took note of Stanky's "spark plug" qualities by observing: "He can't run, he can't hit, and he can't throw. But if there's a way to beat the other team, he'll find it."
In 1951, in a World Series game between the New York Giants and New York Yankees, Stanky (who was then a Giant) tried to steal second base and realized Bronx Bombers shortstop Phil Rizzuto was already waiting to apply the tag. But instead of accepting the out, Stanky (a former soccer player) kicked out with his right foot as he slid and punted the ball out of Rizzuto's mitt and into centerfield.
The Brat popped up and skittered to third. The error lead to five unearned runs and a Giants victory that day.
Rizzuto never forgave Stanky for the play.
So while a walk, hit, or even an occasional homer by the leadoff hitter can ignite a team and even fire up the fans in the stands, the opposite is also true.
And of course a poor showing - like a three-pitch strikeout - by the leadoff hitter can hang over a game like a depressingly thick fog. It has a deleterious effect on the other hitters - and can take the fans right of the game.
And when that happens, things can get downright ugly - as I'll show you right now...
By Shah Gilani, Chief Investment Strategist, Money Morning • @ShahGilani_TW -
This didn't exactly make the news, but in July, financial chieftains, including Berkshire Hathaway's Warren Buffett, BlackRock's Larry Fink, and JPMorgan Chase's Jamie Dimon, got together to talk corporate governance practices.
A noncontroversial topic, right?
Well... no. According to the Financial Times, Fidelity Investments, the $2.2 trillion asset manager, up and walked out of a Dimon-led effort to codify some best practices for American boardrooms.
So it seems some of finance's heaviest hitters are divided on the subject of good governance.
Nevertheless, the group released nine-page paper, "Commonsense Corporate Governance Principles."
And in it we have a clue as to just what it is that has these titans of finance so divided...
What's more, if these guidelines are widely adopted, investing will change, for everyone from JPMorgan on down to individual investors.
And most likely not at all for the better...
By Shah Gilani, Chief Investment Strategist, Money Morning • @ShahGilani_TW -
Wall Street is playing a game with your money.
And just about everyone on the Street is in on it... Analysts, financial media, data compilers, CEOs are all working in concert to obscure the information you need to make the most fundamentally important investment decision of all: to buy or to sell.
The game is "hide the earnings," and, naturally, its sole purpose is to make corporate earnings look better (often a lot better) than they actually are. After all, central banks, macro events, and existential crises all impact share prices, but it's earnings that really drive them.
If it all sounds like a con, well... it is. A perfectly legal one, pulled off with "creative accounting" that puts dubious non-GAAP earnings ahead of consistent, reliable generally accepted accounting principles-derived earnings.
So today, I'm going to name names and tell you about one of the biggest culprits this earnings season.
By Diane Alter, Contributing Writer, Money Morning -
First-quarter earnings season got underway in earnest this week and the overall outlook for S&P 500 companies is glum.
That's left investors asking us "what is an earnings recession and is this one?"
Here's everything investors need to know now...
By Diane Alter, Contributing Writer, Money Morning -
A growing number of Wall Street experts have become increasingly critical of companies highlighting adjusted earnings. Also known as non-GAAP, these adjusted earnings are repeatedly being used to deceive investors...
By Alex McGuire, Associate Editor, Money Morning • @AlexMcGuire92 -
Every investor needs to know how to analyze earnings reports.
Earnings reports are one of the most important tools an investor has. They measure a company's financial health and help investors gauge whether or not a stock is worth their money.
Here's our guide for analyzing earnings reports...
By Keith Fitz-Gerald, Chief Investment Strategist, Money Map Report -
A theme so far this earnings season is U.S. companies warning of an economic slowdown. With about half of the S&P 500 companies having reported already, many are citing protracted declines in production, sales, and employment that will track into 2016.
The press is treating this as a surprise, yet I'm hard-pressed to understand how...
We've been talking about the decline in revenue and earnings for more than a year and prepared accordingly. I've shown readers how to move your money into the best quality companies and simultaneously tighten up your risk management controls - often at a profit.
By Money Morning Staff Reports, Money Morning -
With the arrival of October comes the start of Q3 earnings season.
Stay on top of the most important reports with this convenient Q3 stock earnings calendar for October, November, and December.
By Alex McGuire, Associate Editor, Money Morning • @AlexMcGuire92 -
Last week's earnings for Big Oil stocks were a mixed bag.
The six Big Oil companies - BP, Exxon Mobil, Royal Dutch Shell, Total SA, and Chevron - all followed a similar pattern.
Here's how they performed last quarter - and how we think they'll perform the rest of the year...
By Kyle Anderson, Associate Editor, Money Morning • @KyleAndersonMM -
The Alibaba earnings date is set for May 7, and the company is expected to report earnings per share (EPS) of $0.43 and revenue of $2.78 billion.
But with the Alibaba Group Holding Ltd. (NYSE: BABA) earnings date just around the corner, some investors are worrying the stock could continue to fall.
But according to Money Morning experts, Alibaba stock is one of the best long-term buys on the market despite the recent hiccups.
By Kyle Anderson, Associate Editor, Money Morning • @KyleAndersonMM -
Earnings season unofficially begins on Wednesday, April 8, when Alcoa Inc. (NYSE: AA) reports Q1 earnings after the bell.
Now, most Wall Street prognosticators are bearish this earnings season. Countless headlines of “earnings recession 2015” have caused retail investors to wonder if they should exit the markets.
An “earnings recession” happens when earnings results decline for two consecutive quarters on a year-over-year basis.
It’s true, earnings are expected to disappoint across the board this quarter.
But this is not the time to flee the markets…
By Garrett Baldwin, Executive Producer, Money Morning -
The S&P 500 gained 8 points today to close at a new record high. The cause? Positive macro-economic forces spreading across Europe.
The Russia-Ukraine ceasefire, improved data on the German economy, and improving prospects for a Greek debt agreement pushed stocks higher.
Here are the top market stories from today - plus our new profit tip for investors...
By Garrett Baldwin, Executive Producer, Money Morning -
Good morning! The stock market today (Thursday, Jan. 15) is headlined by RadioShack (NYSE: RSH). RSH stock fell 30% premarket.
Today, investors will react to a slew of earnings reports from three large financial institutions and Nasdaq component Intel Corp. (Nasdaq: INTC). On the data side, jobless claims will remain in focus, in addition to an important update to the Philadelphia Fed Survey. Consensus estimates call for 295,000 new jobless claims for the week ending January 10.