Corporate Earnings

People Don’t Like Q2 Earnings, but Stocks Do

08/09/2016

Earnings beat expectations, which is good enough for stocks.

Q1 Earnings: Why Profits’ Dip Doesn’t Mean Stocks Will Drop

06/14/2016

Despite the headline drop, Q1 earnings aren’t a sign of impending gloom for markets.

Reality GAAP

03/04/2016

Different corporate earnings measures don’t tell wildly different stories.

Overlooked Earnings

02/12/2016

Outside Energy, Corporate America continues chugging along.

Prophet Margins?

10/13/2015

A projected downtick in S&P 500 profit margins is not a prophecy of doom.

Parsing Profits

08/31/2015

Stagnating headline earnings aren’t the full story.

Today’s M&A Is No Mania

06/11/2015

Corporations aren’t masking weakness with flashy mergers.

Earnings 1, Strong Dollar Doom Mongers 0

05/19/2015

Q1 earnings defied the strong-dollar doomsayers.

Dollar Up, Costs Down?

04/10/2015

While most attention paid to the rising dollar frets its potential impact on multinationals’ revenues, there is a benefit most aren’t noticing.

Earnings Slip on Oil, and Other Obvious Puns

03/10/2015

Strip out the Energy sector, and S&P 500 earnings look just fine.  

Does a Strong Dollar Favor Smaller?

02/03/2015

We investigate the claim that a strong dollar will kill large-cap US stocks.

Beating the Earnings Blahs

04/08/2014

Headlines warn of a gloomy Q1 earnings season, but we don’t see much reason for investors to get the blues.

A Solid Earnings Season

02/24/2014

Is Q4 2013’s better-than-expected corporate earnings growth sustainable enough for the bull to carry on?

‘Tis the (Earnings) Season

11/21/2013

Earnings season is in full swing and a closer look at the most recent earnings report suggests the economy is, too.

Earnings—Still High, Still Rising

08/06/2013

Earnings are still at all-time highs and rising, with less economically sensitive sectors leading the charge.

All-Time Highs … and Still Undervalued?

05/21/2013

Stocks don’t need gangbusters economic growth in order to keep marching higher.

Digging Into Earnings

05/13/2013

Q1 earnings season is winding down. What do the data show?

No Foolin’

04/02/2013

Lately, we’ve seen claims stocks’ rally is a Fed-fueled bubble—but strong earnings and other fundamentals show that’s not the case.

Cautious CEOs and Earnings Surprises

02/12/2013

CEOs are cautious about the future, but don’t take that as a sign of doom.

Turning Toward Earnings

11/27/2012

Aggregate S&P 500 earnings growth was flat in Q3, but this bull market still has room to run.

An Earnings Sandwich

05/09/2012

Tuesday’s news roundup includes a US earnings update sandwiched between a couple European updates. Bon appétit!

Earning Their Keep

02/28/2012

Corporate earnings grew again in Q4—the ninth straight quarter of growth.

Red Hot Black Friday

11/29/2011

Strong Q3 earnings and record-high Black Friday sales illustrate the disconnect between sentiment and reality.

Transatlantic Economics Tuesday

11/16/2011

In economic news Tuesday, eurozone GDP grew modestly, US wholesale inflation was tame and US retail sales grew again.

Counting Candy (and Earnings)

11/01/2011

US companies are on track for eight straight quarters of earnings growth.

Earnings in Earnest

08/18/2011

As another earnings season winds down, an update on how the numbers continue to play out.

A Retail Pop

08/12/2011

Amid steep market volatility, it’s important to recognize the widely discussed negatives but also to balance them against material economic positives to get a clearer view.

On Earnings and Economic Growth

07/26/2011

A surprisingly positive earnings season has many wondering when tepid economic growth will catch up.

What’s Up Is Up, What’s Down Is…Up

05/27/2011

While Q1 GDP was unchanged, dueling headlines said corporate profits both rose and fell.

Mending Lending

05/04/2011

A new Fed survey shows banks are healthier and lending is improving, but profit margins may be squeezed awhile longer.

Fisher Investments MarketMinder: Our Eye on Earnings

04/20/2011

Q1 2011 corporate profit growth may be more subdued relative to past quarters, but Fisher Investments MarketMinder finds that normal in the course of an ongoing expansion.

Profits Prove Positive

03/29/2011

US Q4 2010 corporate profits were once again hugely positive—proof of overall US corporate health.

Blues’ Clues?

01/26/2011
Subdued US blue chips earnings reports shouldn't surprise—nor necessarily disappoint.

A Round of Thanks

11/26/2010
MarketMinder is thankful for a quite a few things this year.

Making More Out of Less

11/12/2010
US firms are increasingly using their sizable war chests to boost earnings and shrink share supply.

Geared for Growth

11/08/2010
Though little noted, corporate earnings are again trouncing analysts' expectations.

Taking Stock of Earnings

10/14/2010
We could see another quarter of solid S&P 500 earnings.

Headlines Deceive

09/27/2010
Beneath the surface, Friday's US durable goods report showed businesses confidently deployed cash in August.

Tuning Out the Static

07/14/2010
Earnings season is here, and the last couple quarters' strong earnings showing seems likely to continue. 

The Fundamental Focus

05/17/2010
As stocks waver on euro-worries, global economic fundamentals continue their strong showing.

Rocky Earnings

04/27/2010
S&P 500 companies reporting earnings thus far are beating analysts' expectations—by a wide margin.

Hard-Earned Profits

07/28/2009
Companies are achieving better-than-expected earnings by reacting quickly to the economic downturn.

Back to Basics

07/20/2009
Earnings show banks' traditional capabilities are intact.

Too Fast, Too Furious?

05/12/2009
Some traditional stock valuation metrics are quickly approaching long-term averages. But compared to investment alternatives, stocks are still very cheap.

Blind Date

04/07/2009
Investor reactions to first-quarter earnings reports will be a function of expectations.

A Motor City Mess

11/11/2008
Can a government save an industry? Detroit's Big Three are hoping so.

There Are Positive Earnings

10/23/2008
Despite the gloomy headlines, there are plenty of companies reporting positive earnings.

Earnings Expectations

07/29/2008
Earnings season is proving to be a bumpy ride, but good news exists.

Profiting from Globalization

04/25/2008
Globalization helps US firms profit from global economic strength.

Everyone’s a Critic

04/18/2008
Take criticisms of current CEOs and Fed activity with a grain of salt—especially when coming from predecessors.

Bellwether Blues

04/10/2008
Folks tend to base broad economic views on local circumstances and solitary storylines. This earnings season, be wary of assigning too much weight to the performance of a small set of traditional economic bellwethers—there's a wider world out there.

Lenders on the Block

01/11/2008
As two troubled Financials firms prepare to go on the auction block, note they are getting bought out by other Financials firms. The sector isn't as imperiled as it may appear.

Bean Counter Uprising!

05/14/2007
We've written before in this space on the complexities and absurdities of today's accounting systems.

Consistently Too Low, Again

01/26/2007
We've sounded like a broken record lately: the global economy is thriving, 2007 will be another good year for stocks, and so on.

Domestic Growth Abroad

11/15/2006
It's been one of the best periods for US corporate earnings since World War II.

Ho Hum - Another Stellar Earnings Season

11/08/2006
Yawn…another quarter, another double-digit rise in corporate earnings.

Consistently Too Low

10/19/2006
Already third quarter earnings are coming in well ahead of expectations.

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