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Posts Tagged ‘earnings season’

Saturday Night Quarterback says, For the week ahead expect…

... bank stocks to carry us into the heart of earnings season. And going into earnings reports for the big banks on Monday, Tuesday, and Wednesday, bank earnings look strong for the second quarter. Citigroup (C) reports first on Monday with Wall Street calling for earnings of $1.80 a share, up from $1.60 in the […]

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Trick or Trend: Have Wall Street analysts been more optimistic than usual for upcoming earnings?

Our regular (or occasional or perhaps occasionally regular) Friday series (actually running on Friday this week) Trick or Trend looks at what might (or might not) be emerging investible trends. Exclusively on JAM. This post won't run anywhere else. Ever. It's no secret by now, even as the Standard & Poor's 500 posts another all-time […]

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In the shortish short term does anything matter for U.S. financial markets except for the Fed?

Think about it this way: The bulk of investors and traders believe that the Federal Reserve will cut interest rates at both the July 31 and September 18 central bank meetings. A significant minority believes that the Fed will deliver more than just two 25 basis point cuts. Maybe, the odds now say, one of […]

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Does a post-earnings plunge for Levi tell us anything about how the market will react to this earnings season?

Levi Strauss & Co. (LEVI) fell 6.59% in after-hours trading today after the company reported earnings for the second quarter. It will be "interesting" to see how the full session tomorrow--Wednesday, July 10--reacts. Depending on whether you use adjusted earnings or not, the company either badly missed Wall Street estimates (reporting 7 cents a share […]

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82% of companies have cut earnings guidance for the second quarter–is this more than just the usual “set the bar” low?

The forecast from earnings observers such as FactSet is that second quarter earnings will show a 2.5% drop from last year. So what does the average, reasonably smart CEO do? He or she goes to the Wall Street playbook and cuts guidance so that when earnings are actually reported, the company can beat estimates. Second […]

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Estimates for bank earnings continue to move lower ahead of next week’s earnings reports

Bank stocks aren't doing badly today ahead of the start of earnings reports from the biggest banks starting on Monday. But to me it looks like today's slightly upward bias is a bet not on good earnings but that analysts have gone too far with their cuts to bank earnings for the fourth quarter. The […]

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Will earnings from Microsoft, Amazon, and Google put an end to this sell off tomorrow?

Today, Wednesday October 24, everything sold off. And stocks with the biggest growth prospects sold off the most. The Standard & Poor's 500 closed down 3.09% and the Dow Jones Industrials fell by a smaller 2.41%. The growth heavy HASDAQ Composite drop 4.43%. Among S&P sectors, the Technology Select Sector SPDR ETF (XLK) was down […]

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U.S. stocks pick up from morning lows; will they hold through the close?

U.S. stocks hit the lows for the day--so far--near the 10:20 a.m. mark in New York this morning. The Dow Jones Industrial Average, which had closed at 25,317 yesterday, October 22, traded at 24,777 at 10:23 a.m. That's a drop of 540 points. The Standard & Poor's 500 index, which closed at 2756 on October […]

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Saturday Night Quarterback says (on a Sunday), For the week ahead expect…

... anticipation of the start of earnings season to stabilize U.S. stock markets. Earnings season for the September quarter kicks off on Friday with reports from the big banks, Citigroup (C), JPMorgan Chase (JPM), and Wells Fargo (WFC). Earnings growth is expected to be as good or even perhaps better than the great performance turned […]

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I’m selling the Invesco KBW Bank Portfolio ETF out of my Perfect 5 ETF Portfolio

As I outlined in my recent special report "Five Places to Hide from a Downturn--and Still Make Some Money" on my JubakAssetManagemnt.com site,  I think worry over the added downside potential for stocks created by everything from the tariff war, to higher interest rates, to slowing economic growth in key regions makes utilities a better […]

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