Earnings: GM and Ford

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I believe, despite some big earnings names, the week will remain in a low volatile range, barring any geopolitical explosions. The market seems poised to go higher, but the confidence boost will not come from economic data, not even earnings. What the market wants to hear is the continuing accommodative blessing from Janet Yellen and Read more…

Earnings: AAPL MSFT

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The top-line CPI-U at 2.1% (“Core” at 1.9%) was for the most part ignored yesterday, as some big name earnings reflected some disappointment on top-line revenue/sales on the domestic front. Companies like Comcast and Verizon are in a game fighting over slices of the same pie as their market penetration is already hitting maximum potential. Read more…

Earnings: KO, MCD and UTX

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We are at the start of the earnings season and we are also waiting for some big names after the close; Apple and Microsoft. While the bottom line is always important, what we really need to pay attention to is the topline revenue and sales. We have seen over the last few years with the Read more…

Earnings Half-Time Report

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We are half way through earnings season and it doesn’t look great, but at least it is not contracting. I guess you could say it is tepid or lackluster. Some are saying this was because of the winter storms, but I can’t help but wonder if this really was just a blip from the storms, Read more…

Apple Earnings – a value stock?

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A couple of solid earnings in some over-weight stocks have the pre-market futures up strongly, especially in the tech heavy NDX index. Amazingly, it only takes a couple of big names to drive the whole market. Was this strong earnings move on better bottom line, top-line revenue, and strong domestic or emerging market growth? All Read more…

McDonald’s, Netflix, United Tech Earnings

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It’s a big earnings week and we should look behind the headline numbers and into the details to see how both the domestic and global economies are doing. Yesterday I mentioned we have seen what looks to be the start of a rotation out of growth and into value or safety. This is exemplified through Read more…

Value Rotation?

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It’s the height of earnings season and so far we have gotten a mixed picture. The market continues to bounce between a support and resistance range, we are waiting to see how the Ukraine situation plays out and lastly, we are not certain how and when the Fed’s monetary policy will change. The pre-market futures look Read more…

GE, GOOGLE, IBM earnings

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The market is seeing a generally solid rebound; however it is the RUT that continues to be a lager. If the broader based index can’t get off the mat, I think this could be nothing more than a “dead cat” bounce. Some big names in earnings could set the short-term trend. GE, GOOGLE, IBM earnings Read more…

A little of everything

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The market bounced off these critical support levels giving everyone a sigh of relief. However, are we out of the woods and is this just a dead cat bounce? Part of that will be based on how the earnings reports sit with investors. Will they bring forth optimism or concern? So far it seems that Read more…

Lethargic Citigroup

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Earnings season is underway and the initial stories seem to be that of managing costs as top-line revenue and sales continue to see tepid growth. The big picture continues to be the division between emerging market growth and Western debt inflation. The good news is that the number of consumers and their incomes continue to Read more…

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