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So far this earnings season, 306 U.S. companies have reported their quarterly numbers. As shown by Bespoke Investment Group in the first chart below, 63.7% of these companies have beaten consensus earnings per share estimates. “It’s still early on in the reporting period, but 63.7% is stronger than the readings seen in the prior two earnings seasons,” said Bespoke. [...] More on this topic (What's this?) The Best Way to Measure Company Performance (Investment U, 10/12/11) Earnings Season Update: Show Me the Revenue! (Wall Street Daily, 11/8/11) Earnings Season Preview: Forget Alcoa, Focus on These Two Numbers Instead (Wall Street Daily, 1/11/12)
Don Coxe has updated his popular webcast on Friday, October 21, 2011. Click through for the recording. [...]
Is now the time to make a bullish call on the stock market? Insight on why the market may make a run at all time highs next year, with James Paulsen, chief investment strategist of Wells Capital Management. [...]
inancial market volatility has receded significantly over the past two weeks. The CBOE S&P 500 Volatility Index (VIX) dropped from 45.5 at the end of September to 28.2 two days ago, before again edging up a notch. The drop brought the VIX back to less than one standard deviation from its average since 1986. While still high, it signals that anxiety levels have moved away from crisis levels. But what led to the easing of volatilities? Read on … [...] More on this topic (What's this?) Anxiety Recedes, as Long Term Investors Show Their Hands (GreenLightAdvisor Views, 10/20/11) Crash Got You Shaking With Anxiety? The CBOE Will Allow You To Put Your VIX Positions On 20 Minut... (Wall Street Sector Selector, 9/25/11) The Market Taker’s Edge (Wall Street Sector Selector, 9/6/11)
John Mauldin, author and analyst, is absolutely certain there will be a “banking and credit crisis” in Europe; it’s just a matter of when. “We’re getting closer and closer to the end game,” says Mauldin. “At some point, whether you have a physical Lehman, you have a Lehman Moment. That’s what all of these debt crises end in.” [...] More on this topic (What's this?) Prepare for Europe – "It's Going to Be Ugly" (Money Morning, 1/16/12) Take Heed! How the European Crisis Could Hurt U.S. Stocks (Wall Street Daily, 1/19/12) EU Summit Produces a Long-Term Solution for a Short-Term Crisis (Investment U, 12/16/11) | ||||||||||||||||||||||||||||||||||||||||
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