Posts Tagged ‘first’

While the global economic headwinds may be abating, Procter & Gamble is still struggling to recover from market share losses suffered over the last few quarters.

We are expecting another solid quarter with revenues likely inline with Street consensus, but cost savings should deliver better than expected earnings results.

While the economy is showing signs of recovery, we don’t see any catalyst that would cause the company to deliver a monster quarter.

We view management’s earnings guidance as being on the conservative side and expect reported results to be at the high end of their guidance range.

We would expect strong quarterly results and upbeat guidance will lift NSM’s stock price in the near term.

The company’s portfolio of consumer products appears to be holding up quite well despite the economic challenges.

Wall Street’s estimates don’t appear to be taking into account the recent stabilization that we are seeing the economic environment. While Medtronic still faces strong headwinds, we are expecting a relatively flat sequential performance from what we saw last quarter.

We expect that strong sales activity should drive earnings leverage that will allow RIMM to come in at the high end of their guidance range.

While analysts estimates have been creeping up as we see more evidence of improvements in the economy, we still believe there is an opportunity for Best Buy to deliver a strong beat this quarter.

With Home Depot and Hewlett Packard both reporting earnings last week, we have now had all 30 of the Dow stock components report their first quarter results.