Posts Tagged ‘quarterly’

Earnings season is beginning to wrap up and we are now down to our last two big weeks of earnings reports.

The continued recovery in aluminum prices should help Alcoa deliver stronger than expected results to kick off the third quarter earnings season.

Wall Street has taken a very negative view towards Burger King’s fourth quarter earnings results. In fact, analyst consensus estimates are below the low end of the company’s guidance range. In addition, analysts at JP Morgan and Citigroup both downgraded the fast food chain in recent weeks. Now that the bar has been set so low, we believe there is significant potential for upside surprise. ...

While Wall Street analysts are expecting Hewlett-Packard to report results at the low end of the company’s guidance range, we are taking a more bullish view and believe HPQ’s results will come in at the high end. While there’s not likely to be significant increases in IT budgets in the near term, our view is that the aggressive reductions in corporate IT budgets are over. ...

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.

Management’s decision last month to revise downward their full year guidance reflects the strong economic headwinds that are continuing in 2009.

While first quarter results may look good in comparison to the strike-impacted fourth quarter results, we anticipate that Boeing will again disappoint Wall Street.

Despite the current challenging retail environment, eBay’s traffic appears to be showing moderate growth. eBay may be the beneficiary of consumers more aggressive attitude towards finding bargains.

While there has been some glimmer of optimism in the markets over the last few weeks, the reality is that the financial environment has shown little to no improvement.

It’s hard to bet against a company like Johnson & Johnson and their incredible track record of outperforming Wall Street’s expectations.