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Tag >> earnings
Apr 11
2011

Deutsche Bank sees sixth straight quarterly growth

Posted by Stephen Taub in salesrevenuesearnings forecastearningsDeutsche BankCash

Stephen Taub

As Corporate America gears up to report first quarter earnings this week, Deutsche Bank fired off a report to clients that predicts modest results and a modest reaction from the stock market.

The investment bank is looking for 6.9 percent year-over-year revenue growth, the sixth straight quarterly revenue increase. It will be led by revenues in energy, materials and info tech.

Feb 15
2011

How to interpret fourth quarter earnings

Posted by Stephen Taub in Standard & Poor'sS&Prevenueseconomic growthearnings forecastearningsCash

Stephen Taub

With the bulk of the companies having already reported their results, how did the fourth quarter shape up? Well, it all depends upon what you compare them against.

If you look at the comparable period the year before, the fourth quarter looked outstanding. However, it was only slightly better than the prior three-month period.

Nov 08
2010

More good news about corporate earnings

Posted by Stephen Taub in S&P 500earnings forecastearningsCash

Stephen Taub

Perhaps the most encouraging piece of business-related news I have read in a long time was reported by Bloomberg this morning. It also probably explains why the stock market has been surging since the beginning of September.

The wire service reported that 198 companies lifted their earnings estimates above analysts' forecasts in October while 130 companies reduced them. Bloomberg said this is the biggest gap since it began tracking this data in 1999.

Aug 09
2010

As go banks, so goes the recovery?

Posted by mcole in Riskmortgagesmortgage backed securitiesFederal ReserveearningsDealscompliancecollateralized debt obligationBanks

mcole

If the Federal Reserve Bank of New York requires mortgage originators to repurchase mortgages acquired through the bailouts of companies like American International Group and Bear Stearns, as it said it might, banks could face weaker earnings and reduced lending capacity as a result.

Second-quarter earnings showed that recovery is on its way for banks, with, for example, Morgan Stanley beating analysts' forecasts. But there's still some pressure on the industry.

Aug 03
2010

Why corporations may not care about the domestic economy

Posted by Ron F in recoveryrecessionoutsourcingoffshorejoblessnessglobal economyemployment growthemploymentemerging marketseconomyearningsdemandcutting costscorporations

Ron F

Paul Krugman today once again bemoans the lack of Keynesianism in what passes for economic policymaking discussions these days, and I share that complaint.

However, Krugman may be missing part of the problem here, which is that those who pooh-pooh the prospect of deflation may actually not much care if it materializes, though they would be mistaken to do so.

Jul 08
2010

Why companies aren't spending

Posted by Ron F in recoveryrecessionObama AdministrationObamajobsjoblessnessemploymenteconomyearningsdemandcash positioncash managementCashcapital expenditurescapex

Ron F

There's a political debate heating up about companies' hesitancy to invest the cash they're sitting on.

Essentially, the Democrats--or at least those in favor of further government stimulus measures such as a jobs program or at least extended unemployment benefits--argue that companies are wary of spending because of the lack of aggregate consumer demand.

Jun 08
2010

Strikes in China could mean lower US profits

Posted by Ron F in workersoutsourcingoffshoreMalaysiaemerging marketseconomyearningsdemandcostscost reductioncost cuttingconsumer spendingChinaCareers/Management

Ron F

Rising labor strife in China has potentially significant implications for US companies and financial markets. The irony is that what companies want isn't necessarily the same thing that markets do.

Yves Smith over at Naked Capitalism does a good job of explaining why.

May 25
2010

Euro starts to hit US corporate earnings

Posted by dbedell in Riskhedgingforeign exchange managementearnings

dbedell

US multinationals will start to feel the effects this quarter of the dollar’s rise against the euro as earnings take a hit. Not only will profits suffer from translation, but companies that set up effective hedging programs in the face of last year’s weak dollar are now also contending with the flip side and could see big losses as a result of hedging contracts that put them on the wrong side of the latest trend.

Although any volatility can be problematic, the weak dollar in 2009 had a generally positive impact on corporate earnings for companies with big revenue bases outside the US – such as consumer goods and food and beverage firms. The strong dollar, in contrast, will have a negative impact on earnings as revenues are affected by the foreign exchange impact and as US goods cost more when sold into markets with a weaker currency.

May 22
2010

Ambercrombie CFO defies the CW

Posted by Going Concern in investor relationsfinancial professionalsearningsCFOsCFOCareers/Management

Going Concern

Submitted by Jonah Bloom, republished from Going Concern, Accounting News for Accountants and CFOs.

Jonathan Ramsden has been Executive Vice President and Chief Financial Officer of Abercrombie & Fitch since December 2008 and is a key part of a team trying to guide the retailer's global expansion while managing something of a remake of its domestic operations. Going Concern caught up with him recently to find out how he sees A&F's business and what else is on his mind.

Apr 30
2010

Dow Chemical making life difficult for analysts

Posted by MQuinn in financial reportingearningscompliancecareer/management

MQuinn

By remaking itself through acquisitions and divestitures, Dow Chemical hasn't made life easy for those inside its finance department. And so, apparently, they've decided to share the pain with investors and analysts following the chemical manufacturing giant.

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