Author Archive: Jeremy Parkinson
Hoisington Quarterly Review And Outlook, Q1 2017
Lacy Hunt and Van Hoisington kick off their Q1 “Review and Outlook” – today’s Outside the Box – with a bang, calling our attention to the fact that in 80% of the 14 Federal Reserve tightening cycles since 1945, a recession ensued, and the Fed managed to keep the Good Ship Economy off the rocks just three […]
Inventories: Another Hit To GDP Estimates For First Quarter
Wholesale inventories declined 0.1% for March while retail inventories rose 0.4% according to Advance Indicators from the Census Department. The report also shows wholesale inventories rose only 0.2% in February vs the initial report of plus 0.4%. Advance International Trade in Goods The international trade deficit was $64.8 billion in March, up $0.9 billion from $63.9 billion in […]
Raytheon Company Lifts Outlook As Q1 Earnings Beat
Raytheon Company (NYSE: RTN ) early Thursday posted better than expected first quarter earnings results and boosted its full-year outlook, although its 2017 EPS guidance would still likely fall short of expectations.
Today’s Stock Watch List
Today’s stock watch list Long Norfolk Southern (NSC) Long GrubHub (GRUB) Short Abbott Laboratories (ABT)
Trump’s First 100 Days And Gold
Saturday will be the 100th day of Trump’s presidency. Were these days positive for the gold market? Well, that passed quickly. And the world has not collapsed, what a relief! But jokes aside, it’s been an eventful few months since the election, especially for precious metals. As one can see in the chart below, the […]
EC AT&T Dials Up A Solid Quarter, But Competitive Threats Are Rising
AT&T (T) is one of the most tried-and-true dividend stocks in the S&P 500. It has increased its dividend for 33 years in a row. AT&T is a Dividend Aristocrat, a group of 51 stocks in the S&P 500 with 25+ consecutive years of dividend increases. AT&T recently released first-quarter earnings, and the results were […]
How To Build A More Complete Quality Portfolio In U.S. Equities
In 2015, Cliff Asness and his colleagues released a paper with the highly provocative title “Size Matters, if You Control Your Junk.”1 We agree that taking an additional layer of focus within small-cap stocks—for example, small caps plus quality, small caps plus value or small caps plus momentum—can be very helpful, to allow for the risk/return trade-offs to be […]
Bristol-Myers Squibb Co. Ups Forecast As Q1 Earnings Beat The Street
Bristol-Myers Squibb Co. (NYSE: BMY) early Thursday posted much better than expected first quarter earnings results and lifted its full-year outlook, as sales of several of its new drugs begin to skyrocket.
Adieu Yahoo!
Photo Credit:Piutus/Flickr.com After 21 years of being listed on the stock exchange, Yahoo (Nasdaq: YHOO) recently announced the results for its last quarter as a public company. Once the jewel of the Internet, Yahoo’s story is a remarkable one that proves how continuous mismanagement and lack of focus can drive a company to its demise. Over the […]
Nokia Misses Earnings And Revenue Estimates In Q1 – Thursday, April 27
Nokia Corporation’s (NOK – Free Report) first-quarter 2017 earnings per share of €0.03 (approximately 3 cents) missed the Zacks Consensus Estimate of 4 cents. In the year-ago period, the company had reported earnings of €0.03 (3 cents) per share. Net sales declined year over year (on a comparable combined company basis) to €5.4 billion (approximately $5.73 billion). Moreover, […]
