October 27, 2013
You gotta love Frank. He is a fountain of information and a wealth of knowledge. We talk about the price of oil, earnings season and what information to believe out of China. Frank also reveals what he says is “the best company in the world” on this episode. Market valuations and a focus on small-caps are all covered in this action packed conversation.
October 13, 2013
This is officially the second week of earnings season and there is a good amount of companies that will report. About a dozen or so will help us get a glimpse of the outlook for the global economy as they are excellent representatives. JB Hunt (JBHT), Intel (INTC), Stanley (SWK). Ebay (EBAY), American Express, (AXP), Las Vegas Sands (LVS), Nucor (NUE), Morgan Stanley (MS) are some of the top names to watch. Read more
September 16, 2013
It is down to the end of the season and there are just a few more important names that are going to be reporting. Believe it or not, Alcoa will report on October 8th and that is the “official” start to the next Read more
August 27, 2013
This earnings season for the DJIA has come to an end. Now we have the job of looking at the final numbers and trying to assemble an outlook. Even though this index represents only 30 stocks, it provides us with a good measure of results to analyze.
The first chart reveals that while the “beat” ratio of stocks was about 70%, earnings (EPS) missed Read more
August 26, 2013
Coming into the final part of earnings season, Salesforce.com (CRM) needs to put up some good numbers. The stock has been a perennial favorite of the MOMO crowd and the company is showing some maturing indications. For a while, they were one of the only games in town for cloud CRM at their level, but very recently a couple of players have entered the market, in direct competition. One that needs to be mentioned is Infusionsoft, a private company which is aggressively marketing in an attempt to take share away from Salesforce.
We will be interested in what management has to says as well as the results. Below are the estimates for Salesforce as well as other key companies that are reporting this week: