Category Archives: Earnings

Employment

With such slow growth, it isn’t possible to get the employment situation to improve significantly, despite the attempts at upbeat headlines. On April 5th we learned that March experienced the biggest monthly increase in people dropping out of the labor … Continue reading

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Corporate Earnings

As we head into the first quarter’s earnings season, 78% of companies have issued negative earnings preannouncements, the highest percentage of companies issuing negative earnings guidance since FactSet began tracking the data in Q1 2006. The chart above shows in … Continue reading

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General Motors enjoys record profits

Lenore Hawkins joins David Asman and the Power Players to discuss GM’s record earnings this quarter.

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Meritas on Fox Bulls and Bears

One of our principals, Lenore Hawkins, appeared on Fox Bulls and Bears today to discuss our cautious view of the first quarter earnings estimates. Watch the latest video at video.foxbusiness.com

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Valuation Matters

Many popular investment “gurus” advocate the Buy and Hold Strategy, yet most never discuss valuation.  We believe that valuation matters most, so before we look at anything else, we determine whether an asset class is currently cheap, expensive or fairly … Continue reading

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