Earnings Season

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Earnings season kicks off this week and we will start getting a glimpse of how we fared in Q1. While the expectations are for a weaker quarter, my real concerns are top-line revenue and sales. Of all the recent economic reports and data out there, there is one item that sticks out – China’s significant 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…

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…

Earnings MCD and NFLX

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Earnings continue to reflect a mixed picture. We continue to see that investors need to be more selective in their investments and that we may face a 2014 in which not all stocks and markets rise. We have already seen forward difficulty in the financial sector and the news yesterday about Sears, Target and a Read more…

JP Morgan and MCD Earnings

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Have we made it through the political tunnel of horrors? So far it seems so. The Taper, which initially brought concern to the market, was averted (as expected) and now with the new Fed Chairman we could very well see the QE money printing increase. I don’t see any signs of a Taper in the near Read more…

Earnings: MCD, GE and Rumors at PEP/MDLZ

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The market fell a little further yesterday, with some of the indices breaking below supports; however, the INDU and, more importantly, the RUT held above those support areas. Could we be putting in a bottom after the recent sell-off? I am not sure, but Gold seems to have found a support level and is moving Read more…