Tag Archives: earnings season
Weekly Commentary – Some Stability - 16/02/10
Markets have been showing some strong signs of improvement over the past week or so. Earnings continue to come in rather healthy and maybe, just maybe the financial markets are becoming desensitized to the problems in Greece.
Full StoryEarnings Season – So Far, So Good - 04/02/10
Once again earnings are coming in strong as is sales growth for the S&P 500. Unfortunately, the market doesn’t care. But the S&P 500 PE is now coming back from recent high levels thanks to a falling index and rising earnings.
Full StoryMorning Update - 28/01/10
Markets are looking ok this morning, helped by the Fed’s encouraging comments on the economy yesterday and some solid earnings from Ford and Nokia.
Full StoryGood Earnings, Bad Market - 25/01/10
Earnings season is in full swing but with the recent sell-off, does the market care about earnings? It appears it does as companies that beat estimates have on average gone down much less than those that missed. In this post we take a look at the Q4 earnings season so far, in which 75% have surprised to the upside.
Full StoryWeekly Commentary - 25/01/10
Tough week for the markets on the back of Obama’s comments about US bank reform and concerns over the reappointment of Fed Chairman Ben Bernanke. Any good news on the economic side or from the earnings season, which is better than many may think, was quickly glanced over. Lots of economic data this week, especially Friday. And lots of earnings.
Full StoryTSX Looking for Support - 22/01/10
The TSX is down 5% from the high earlier this month. Is this half correction a buying opportunity? A few of the indicators that have worked well during this recent bull market are saying yes.
Full StoryCrow’s Nest Morning Update - 19/01/10
Futures have been improving all morning ahead of the open, which is looking flat. BOC left rates unchanged at 0.25%. Lots of earnings already this morning, including Citi, and lots to go.
Full StoryWeekly Commentary - 17/11/09
The Weekly Commentary includes a brief view on the markets, exerpts from past reports and upcoming economic/earnings data. In this edition please find a recap of the US and Canadian earnings season and a look at global economic growth. Also find link to a PDF version of this report.
Full StoryWeekly Commentary - 26/10/09
Weekly commentary includes a recap of the past week’s markets along key events coming up this week. These include economic releases, earnings calendars, etc. In our weekly you will also see brief excerpts from other reports published in the past week. This week’s include:
Buying the banks ahead of earnings
Earnings season trucking along
Market breadth
S&P 500 vs. the U.S. Dollar
Earnings Season Trucking Along - 22/10/09
Earnings season continues to progress nicely in the U.S. market. With 151 companies having reported Q3 results, 83% beat analyst expectations. Keeping up this pace, we may very well best last quarter’s record of 75% positive earnings surprise rate.
Full Story
