Stocks break above all-time high but that doesn’t answer the growth question
In my Saturday Night quarterback post of July 9 on my subscription site JubakAM.com I wrote that the big question for the upcoming week was whether or not the Standard & Poor’s 500 stock index would this week take out the all-time high near 2135 set in May 2015....Adding Autoliv to my Jubak Picks portfolio as earnings report confirms growth story
April 29th, 2016 When back on March 29 I gave a thumbs up to Autoliv (ALV) in a post on my subscription JubakAM.com site as a pick for the increasing automaker emphasis upon safety and driver-assisted or autonomous driving systems, I said I’d like to wait until after...Adding Autoliv to my Jubak Picks portfolio as earnings report confirms growth story
When back on March 29 I gave a thumbs up to Autoliv (ALV) in a post on my subscription JubakAM.com site as a pick for the increasing automaker emphasis upon safety and driver-assisted or autonomous driving systems, I said I’d like to wait until after the company’s...Update Cummins (CMI)
I’m starting to see a new pattern in third quarter earnings reports.  Now to see if it continues through the end of earnings season. What’s the potential pattern? Companies that announce great earnings but that still don’t measure up to Wall Street expectations. The...Movement without direction: That was the stock market story last week but it's about to change
The Standard & Poor’s 500 stock index closed on Friday September 24 at 1149. The index closed on Friday October 1 at 1146. That’s a net move of 3 points in five trading sessions. For the past week stocks have been stuck in a rut. Spinning their wheels. As stagnant...One unexpected thing that could stop this rally
So what could stop this rally? Now that it has broken through resistance at 1127 and 1130 on the Standard & Poor’s 500–and even briefly traded at the May high of 1150—what could prevent this rally from running straight through September (historically the...Earnings are solid–and the economy's on track–even if the U.S. stock market doesn't care right now
Earnings, schmearnings. The stock market simply doesn’t care. After the close yesterday, May 18, Hewlett Packard (HPQ) reported earnings for its fiscal second quarter of 2010 of $1.09 a share. That was 4 cents a share better than Wall Street had projected. Revenue...Companies beat Wall Street earnings estimates at a record pace so far this quarter
So far, so good on the earnings front this quarter. Third quarter earnings reports have beaten estimates at 79% of the 104 of the 500 companies in the Standard & Poor’s index that have reported so far. Positive surprises in the second quarter helped fuel a rally...Wall Street's numbers on earnings and revenue for 2010 don't add up
Good number crunching in the “Ahead of the Tape” column in yesterday’s Wall Street Journal by Mark Gongloff. Conclusion: It’s hard to see how U.S. companies are going to deliver the earnings growth Wall Street now projects for 2010. Here are...Earnings above low expectations? Probably. Revenue growth? Unlikely. Will that be enough for a rally?
Last June when this rally looked likely to falter, earnings bailed it out. Not that earnings were so great. They were just better than expected. Analysts had reduced their predictions by so much, in fact, that some companies turned in quarters that were 20, 30, or...Update Corning (GLW)
The recent past was much better than expected. The near term future is uncertain. And the long-term looks great. That’s about the way I’d sum up Corning’s (GLW) second quarter report released before the opening bell on July 27. For the quarter just...Update Coach (COH)
Coach (COH) reported that its earnings for the June quarter matched Wall Street expectations at 43 cents a share. That’s about the last good news for the fourth fiscal quarter that Coach had to announce, however. Coach certainly hasn’t escaped the...How long can the rally run? How fast can Wall Street raise earnings estimates?
Call it the over-reaction reaction. Now that stocks are rallying and companies are beating Wall Street earnings estimates, Wall Street analysts have started to raise their projections for 2010 earnings. The move may not be based on real fundamentals, but it will...What to look for today July 24: The traditional Friday selling after a rally
Thank God it’s Friday. After moving up so strongly–aother 4% gain on the Standard & Poor’s 500 stock index from Monday to Thursday–the stock market is almost certain to retreat tomorrow. But because it’s a Friday–and the market...Update PepsiCo PEP
It’s still the same old story, a song of… Wait. That’s a different story. This one is about the way that a strong dollar has cut revenue and earnings in the second quarter now being reported for the big international consumer companies such as...Things go better–but not better enough–with Coke
Investors didn’t like Coca Cola’s (KO) second quarter earnings reported before the open on July 21. The stock was down around 2% at 1:30 p.m. ET that day. Â I’ve got to wonder what they’re been drinking. If you look beyond the problems created...Jim’s Daily Email Alerts:
Every post from Jubak Picks straight to your mailbox. And they're free!