Now that the dollar vs stock thing isn’t as automatic, we have to look at earnings and revenues again. Dammit.
Earnings
"You mean these things go down too?"
The afternoon look…and it ain’t pretty.
Bespoke's Earnings Date Movers and Shakers
Stocks that move the most on earnings reports.
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.”
Get 'em Sam!
I love stories like these… The Boston Beer Company (SAM) raised guidance this morning and I gotta tell ya, I have no stock in the company but I love what I’m seeing. Here we have a great American brand beset on all sides by foreign competitors (yes, Budweiser is now an import) coming out and absolutely…
Texas Instruments: Note To Self
Talk about having your thunder stolen! Reporting earnings at the same time as Apple is like playing the second stage at Lollapalooza as the Chili Peppers take the main stage. Supposedly, crickets could be heard on the Texas Instruments (TXN) conference call along with the quiet yearning of the second string sell-side analysts who wished they were…
Crushing Earnings Estimates? There's an App for That.
I’m utterly in awe of the great American earnings machine that is Apple Inc (AAPL). This evening’s earnings report eruption was utterly remarkable given the environment. From All Things Digital: Apple’s September quarter saw, among other things, the release of Snow Leopard, the latest upgrade to its OS X operating system and the first public…
Uh Oh…The Analysts Are Bullish
Many will call this the ultimate contrarian tell, in fact, most will. But then doesn’t that mean that the real contrarian would take this as a positive? I’m talking myself in circles here. From Bespoke Investment Group: Analysts are more bullish heading into the current earnings season than they have been at the start of…
Hot Links: CNBC, Fox Biz & Larry Summers
Hot Links for Weekend Reading… Bronte Capital takes on these phony baloney explanations of how Goldman Sachs could have made $22 billion in High Frequency trading. (Bronte) Speaking of Goldman, how has Warren Buffett fared with his stake? (Hint: he kicked ass so far). (DealBook) I thought this faux-CNBC homepage artwork was hysterical. (TBP) Even…
Market Recap: Explosive Rally…Yawn
The Reformed Broker, AKA Pedro Cerrano, here with today’s Market Recap… Either the bulls brought their “A” Game or the bears forgot to set their alarms, ’cause the action today was up from the open, with the DJIA up roughly 2% all day. Here’s the 3:30 look at the Dow: As of the close, we…
