Big Ugly Winners of 2009

“Some companies that have shined in 2009 are expected to earn less next year than they did this year, which makes their 2009 stock gains suspect.”

The Danger of Earnings Season Extrapolation

Yes, we all get excited when an scorches their earnings forecast or when an Apple Inc. Suge Knights the whole sell-side with a massive beat, but should that enthusiasm really spread to other stocks? One of the dangers of extrapolating the good earnings reports out of Apple, Amazon or Intel is that in reality,…