Posts Tagged ‘corporate earnings’

Markets to take positive stance on growth-friendly US policy changes

Wednesday, May 17th, 2017

By Michael Stanes, Investment Director at Heartwood Investment Management

Benign economic conditions, strong corporate earnings results (more…)

As US corporates face more headwinds, expect more performance dispersion

Tuesday, February 2nd, 2016

By Michael Stanes, Investment Director at Heartwood Investment Management

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The Only Sector I Believe Will Deliver as Corporate America Struggles

Monday, June 16th, 2014

We are a few weeks away from the second-quarter earnings season and again, there’s a lot of hope and optimism that corporate America will be able to deliver the goods. But we also said that for the first-quarter earnings season—and prior to that, we said the same for the fourth-quarter earnings season. (more…)

Three Stocks to Profit from New and Old Cars Alike

Tuesday, March 25th, 2014

Spring is finally here, but that certainly doesn’t mean corporate America will cease to use the cold weather as an excuse for abysmal corporate earnings. Throw a dart at any sector, and you’ll find CEOs blaming the weather in some capacity—well, save for the utilities companies. (more…)

How to Profit from the S&P 500—Even if Earnings Disappoint

Friday, February 21st, 2014

I was reading an article that suggested investors are underestimating the extent that U.S. corporate profits could grow in 2014. And that the only reason the U.S. economy reported disappointing retail sales and weak jobs numbers (more…)

Corporate Earnings Up 46% YOY for This Global Auto Stock

Monday, December 23rd, 2013

What does it take to develop a successful, long-term investment strategy?

This is the correct question to ask, rather than asking simply which stock(s) to buy. (more…)

Profit Play on the Great Disappearing “Corporate Earnings Growth” Act

Wednesday, December 18th, 2013

As many of you already know, the gross domestic product (GDP) estimate for the third quarter came in above estimates at 3.6%, with most of the increase coming from higher inventory levels. (more…)

Planes, Trains, and Trucks: 3 Ways to Tap into U.S. Growth

Monday, December 2nd, 2013

You really can’t beat the Federal Reserve. Despite weak underlying fundamentals, Wall Street continues to rack up strong gains. So long as the Federal Reserve continues with its more-than-generous quantitative easing policy (more…)

Not All Share Buyback Programs Are Created Equal

Tuesday, November 26th, 2013

While you can’t tell, judging by the growth the S&P 500 has experienced this year, most companies on the index aren’t doing all that well. Somehow, against a backdrop of high unemployment and stagnant wages (more…)

Even with Discounts Flooding Retail Sector, These Stocks Prospering

Monday, November 25th, 2013

As my regular readers know, over the past couple of months, I’ve repeatedly raised my concerns that the stock market is increasingly becoming out of touch with the underlying reality of our economy. (more…)

Declining Sector Set to Outperform Stock Market

Wednesday, November 6th, 2013

When it comes to the recent batch of corporate earnings releases, some investors might be cheering. But if you look a bit closer at the results, you will notice the underlying fundamentals aren’t as strong as they first appear. (more…)

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