Expectations

Earnings Season – So Far So Good

With the first week of earnings season complete, we are encouraged by the good reports. We expect this current trend to continue as earnings and revenue growth are up. We also like the fact that $51 billion of cash came…

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Realistic Expectations

Every quarter the stock market plays the "expectations game". Stock analysts (there a lot fewer these days) make estimates for corporate earnings and the company managers try to deliver earnings results that beat the analyst's "expectations". If company earnings are…

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