Quantitative strategy guru James O’Shaughnessy recently gave a primer on Yahoo! Finance’s Breakout on analyzing a company’s earnings and sales. O’Shaughnessy talks about the importance of net income, and why…
Category: Earnings Estimates
Doll: U.S. Economy "Doing Just Fine, Thank You"
Blackrock’s Bob Doll says the U.S. economy “is doing just fine, thank you”, and expects to see second-half growth come in around 2%. Doll also tells Bloomberg that he expects to…
Are Stock Prices Already Factoring In An Earnings Slowdown?
Michael Lipper, a former president of the New York Society of Security Analysts, says he thinks stocks are already pricing in a slowdown in sales growth and a decrease in…
Sonders on Earnings and The Market
While some fear that a decline in corporate earnings growth will send the stock market tumbling, Charles Schwab Chief Investment Strategist Liz Ann Sonders says they’re off base. “There is…
Top Strategists See Slow Growth, Strong Profits for U.S. Firms
ISI Group’s Ed Hyman, who has been one of the top-ranked economists on Wall Street for years, says he doesn’t see a new recession hitting the U.S. “The economy has…
Doll on the Debt Ceiling's Impact on His Portfolio
Blackrock Chief Equity Analyst Bob Doll says he hasn’t sold any stocks because of the debt ceiling imbroglio, and he expects a deal will get done. “We’re going to have…
Birinyi Sees Huge Jump Coming for Stocks
Strategist Laszlo Birinyi was ahead of the curve in calling the big market rally that started in March of 2009. Now, he says the bull run has a ways to…
Doll: Strong Earnings Should Drive Market
Blackrock’s Bob Doll says he thinks the market is more likely to be up than down in August. Doll tells CNBC that while there has been a “U-shaped, lazy economic…
Stocks Cheaper vs. Bonds than at Bear Market Lows, Top Managers Say
O. Mason Hawkins and G. Staley Cates, whose three Longleaf Partners’ funds have handily beaten the market over the past year and the long term, say stocks present a “superior”…
Hussman: Don't Believe That Stocks Are Cheap
While Liz Ann Sonders says stocks are undervalued using her computation of “normalized” earnings, fund manager John Hussman has a far different view. In his latest market commentary, Hussman says…