earnings

It’s “an article of faith among Wall Street research departments,” wrote David Dreman in Contrarian Investment Strategy (1979): “nothing is as important in the...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpicked from around the web and post on Twitter. The purpose of this post is to add extra colour...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpick from around the web and post on Twitter. The purpose of this post is to add extra colour and...

Global Earnings Revisions — Market Going “ex-Growth“? This chart shows the breadth of earnings revisions momentum (ratio of upgrades to downgrades and rate of...

The data is showing it, central bankers are focusing on it and the community are feeling it at the fuel pump, the food aisle and through friendly conversations at...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I handpick from around the web and post on Twitter. The purpose of this post is to add extra colour and...

The Weekly S&P500 ChartStorm is a selection of 10 charts which I hand pick from around the web and post on Twitter. The purpose of this post is to add extra color and...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I hand-picked from around the web and post on Twitter. The purpose of this blog post is to add some extra...

Astrology followers would know that January is the time for horoscopes, and for market experts to give their view on sharemarket returns for the next 12 months. The...

In an ideal world, there would be a stock we can put away that pays a high dividend, has a stable share price, and grows a bit over time. So, what is this holy grail...

It’s easy to get bogged down in current market dynamics when a lot of energy is expended on predictions, but Bob Desmond, Portfolio Manager of the Claremont Global...

The Weekly S&P500 ChartStorm is a selection of 10 charts that I hand pick from around the web and post on Twitter. The purpose of this blog post is to add some extra...

The recent second-quarter US earnings season highlighted how robust and broad-based its economic recovery has been, with healthy wage growth and ramping industrial...

In Five crucial facts the mainstream has ignored (23 April), I demonstrated that “Australian equities have entered an earnings depression – and the market has...

Most articles we read are about hot stock tips to buy. Occasionally there are articles about “shorting” opportunities, albeit most are directed to sophisticated...

If you’ve been following the news – which, two of my recent posts concluded, is a mistake! – for the past six months or more, you’ll be forgiven for thinking that the...

As we’ve highlighted in the two previous quarterly asset allocation valuation publications, (pretty much) everything is expensive. Abundant liquidity has pushed...

Shane Oliver’s recent article (9 keys to successful investing - and why they are more important than ever amid COVID, 15 October) summarises “nine key things for...

Despite the continued earnings downgrades and dour corporate outlook statements, investors have clearly chosen to ‘look through’ 2020 towards a post COVID-19 world...

In the current market environment, finding companies with above market earnings growth over the medium-term with numerous positive catalysts is becoming increasingly...