Archive for the ‘earnings’ Category:

Why Weak Earnings Today Could Turn the Bulls Loose Tomorrow

{ Posted on Jan 13 2012 by Keith Fitz-Gerald }
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Categories : All, earnings, GS, JEF, Keith Fitz-Gerald, markets, Money, Money Morning, MS, Premium Content, Stocks
Everybody is hoping for a swell earnings season on the assumption that it will help the markets move higher. However, if history is any guide, weaker earnings may be just what the doctor ordered. Here's why. Obviously we don't want ...Read More »

Economics Cannot Find Racism; Just Move Along

{ Posted on May 20 2011 by Ken Houghton }
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Categories : academia, All, Angry Bear, earnings, econometrics, Economics, Education, race, Uncategorized
One of my favorite paper presentations ever was by Daniel Parent, who is a good enough reason in himself for pending Labor Economists to apply to HEC. He was trying to present data on income inequalities in the Financial Services ...Read More »

S&P Earnings Ratios too High

{ Posted on May 03 2011 by Z }
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Categories : All, earnings, Economy, Investing blog, market rally, PE Ratios, sp500, Stocks, Uncategorized
Have you guys noticed? Wall Street is partying like it’s 1999! While I’m loving the enthusiasm, I’m starting to think that it might be time to cull back some winners and rebalance into the losers. The S&P ...Read More »

How Facebook Makes Money

{ Posted on Mar 17 2011 by Z }
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Categories : All, Business, earnings, Facebook, how it makes money, Investing blog, IPO, Uncategorized
As we look at how different web 2.0 businesses make money, especially in light of new IPOs, I thought it might be important to examine how Facebook makes money, and how it will continue to grow revenue in an industry ...Read More »

Are Earnings Rising or Stagnant?

{ Posted on Jan 16 2011 by Dan Crawford (Rdan) }
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Categories : All, Angry Bear, earnings, Uncategorized, wages
In 2005 Kash Mansori of Angry Bear took a look at Are Earnings Rising or Stagnant? It is an issue worth periodic review:This question is not as easy to answer as it may first appear. In working on various posts ...Read More »

Acme Packet Was Priced for Unattainable Perfection

{ Posted on Jul 30 2010 by Ockham Research Staff }
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Categories : All, APKT, Company Research, earnings, equipment maker, guidance, Ockham, telecommunication
Acme Packet (APKT) was a great example of a company that was Overvalued coming into earnings, so that anything less than absolutely outstanding results will pull the stock lower. Today, the communications equipment maker reported earnings and revenues that topped ...Read More »

East West Bancorp Dinged for Dull Outlook

{ Posted on Jul 28 2010 by Ockham Research Staff }
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Categories : All, Company Research, credit quality, earnings, East West Bancorp, EWBC, FDIC, loan loss provision, Ockham, United Commercial Bank, Washington First International
This morning Pasadena, CA based regional bank East West Bancorp (EWBC) reported second quarter earnings that saw the company swing to a profit.  Net income was about $36.3 million or 21 cents per share, three cents better than expected and ...Read More »

Checking Up on Sprint’s Catalysts for Growth

{ Posted on Jul 28 2010 by Ockham Research Staff }
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Categories : All, churn, Clearwire, CLWR, Company Research, earnings, growth, Ockham, postpaid, pre-paid, S, Sprint, Sprint Nextel, Telecom, wireless
Readers of this research blog know that we were too earlier in our support of Sprint Nextel (S) stock, but after reporting the latest earnings report we are more convinced than ever that the stock has the most upside potential ...Read More »

Don’t Sleep Through Cephalon’s Growth

{ Posted on Jul 27 2010 by Ockham Research Staff }
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Categories : All, CEPH, Cephalon, Company Research, drugs, earnings, guidance, health care, Ockham, pharmaceuticals, upside surprise
Cephalon (CEPH) is a biopharmaceutical company that we have highlighted in the past, and they reported another outstanding quarter after the close on Tuesday.  The company’s most successful drug is Provigil, which is used to treat some sleep disorders, but ...Read More »

eBay: We’re Still Buying What They’re Selling

{ Posted on Jul 22 2010 by Ockham Research Staff }
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Categories : All, Company Research, currency exchanges, earnings, ebay, guidance, marketplace, Ockham, payment processing, Paypal
There are few stocks that are as polarizing as is eBay (EBAY); message boards and forums are choked full of vitriol aimed at the online bazaar of things both old and new.  When I first wrote about their stock in ...Read More »
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