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Investing Topics: Quarterly Earnings

Key Takeaways from First-Quarter Earnings

By Roger S. Conrad on May. 14, 2017
Earnings season provides a deluge of information about specific companies as well as early insight into industry-level trends.

Strategy And Earnings Update

By Roger S. Conrad on Mar. 2, 2017
Utility stocks have continued to rally, propelling a record 20 of our Portfolio holdings above our value-based buy targets--a high-quality problem. We also highlight the solid fourth-quarter results posted by a handful of our aggressive picks.

Content is King When It Sits on the Right Throne

By Roger S. Conrad on Oct. 25, 2016
AT&T follows Comcast Corp’s example with a bold move into the content side of the business. Here’s our take on the deal and third-quarter earnings from some of our core Portfolio holdings.

Learning from Earnings

By Roger S. Conrad on Jul. 30, 2016
A baker's dozen of our Portfolio holdings have reported second-quarter results. Here are our key takeaways.

Deals, Deals, Deals (and Earnings)

By Roger S. Conrad on Jul. 25, 2016
We share our take on the latest deal flow involving companies in our Utility Report Card, the first earnings of the season and hedging against potential downside in utility stocks.

Earnings Roundup

By Roger S. Conrad on Mar. 24, 2016
All our Portfolio holdings have reported results for the quarter ended Dec. 31, 2016. We review how the latest batch fared and their outlook for 2016.  

Third-Quarter Earnings Season Kicks Off

By Roger S. Conrad on Oct. 27, 2015
Here's our take on the first three Model Portfolio holdings to report third-quarter results.

Second-Quarter Earnings Season Winds Down

By Roger S. Conrad on Aug. 27, 2015
We briefly recap our key takeaways from earnings season and review results from the final three of our Portfolio holdings to report results.

Making Calculated Moves

By Roger S. Conrad on Aug. 11, 2015
In the second half of 2015, our investment strategy remains focused on the long term and opportunistic in the near term.

Second-Quarter Earnings Thus Far

By Roger S. Conrad on Aug. 6, 2015
Second-quarter earnings season is in full swing. Here's how our Portfolio holdings have fared.

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