Posts Tagged ‘analysis’

New CEO Larry Page needs to show investors and Wall Street that he (and Google) can still deliver impressive results.

We are forecasting earnings growth of 21 percent and a solid earnings beat this quarter.

Weak domestic results could lead to only inline earnings results from YUM Brands in the second quarter.

Strong global demand for aluminum is likely to push Alcoa’s quarterly results above expectations this quarter and the company looks to be positioned for a strong second half of the year.

While Costco appears to be seeing improvement in their operating margins, we feel that severe weather that blanketed much of the nation over the last few weeks could limit any upside surprise.

Strength within their Frito-Lay division along with currency benefits should lift Pepsi’s fourth quarter results.

Cisco Systems is expected to report their third consecutive quarter of sequential revenue growth driven by a recovery in corporate IT spending.

Pfizer has consistently underperformed the broader market indexes over the last several years, but finally looks poised to change that trend.

Following strong earnings results by IBM and Intel, Wall Street appears to be increasingly confident that Microsoft will also deliver better than expected quarterly results.

Netflix continues to offer one of the more compelling growth stories in the market today with revenue growth rates that are accelerating.