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Posts Tagged ‘earnings season’

Saturday Night Quarterback says, For the week ahead expect…

... what I'd call a pre-earnings season week of positioning. Traders and investors will be looking to get ahead of the first quarter earnings reports that begin next week with the big banks. And even more importantly they will be trying to get ahead of the guidance for the second quarter that will come along […]

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Walgreens latest stock to punch holes in a coronavirus revenue growth story

The theory was that Walgreens Boots Alliance (WBA) would actually benefit from the coronavirus pandemic as consumers stocked up at the drugstore chain in preparation for the coronavirus shelter-in-place orders now becoming common in the United States and Europe. But today, April 2, the company reported a steep drop in U.S. same-store sales dating from […]

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No end to selling as coronavirus news, profit-taking drive downward move today

The news from China and about the coronavirus continues to get worse. The death toll has climbed to 82, and at least 2,800 cases have been reported in China. And it doesn't look like the outbreak has been contained with health experts questioning the efficacy of any quarantine and the mayor of Wuhan, the likely […]

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Bet you’ve forgotten: Earnings season starts next week with the big banks

What with everything going 0n, I wouldn't be surprised if the start of earnings season next week has slipped your mind. Reports of fourth quarter earnings are actually fairly important this year because stocks trade near all time highs and estimates say that fourth quarter earning will show a 3.7% year over year drop in […]

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Saturday Night Quarterback says, For the week ahead expect…

...a pause in the news flow. The week ahead won't be completely quiet, of course. There's the little matter of the Part 1 agreement to settle some of the issues in the U.S.-China  trade war.  If this last week is any indication, we'll have lots of "announcements" from the White House trade team and even […]

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Saturday Night Quarterback says, For the 3 weeks ahead expect….

... busy, busy, busy. Here's what we know to be on tap for the rest of October as of today October 5. U.S.-China trade talks are set to resume on Thursday, October 10. That means a switch from a period when both nations were issuing statements and policy steps intended to set the initial conditions […]

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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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