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Alcoa’s Outlook Implies Large Market Gains Ahead; Will JP Morgan Follow?

By John S. Tobey

This earnings season just kicked off with a major surprise from Alcoa. It wasn’t what Alcoa (AA) did – it’s what it said. Although last quarter’s earnings came in under analysts’ already reduced estimates, management kept its sales growth forecasts virtually unchanged. “Kept” implies a passive, do-nothing attitude. Actually, it’s an active statement founded... »

/Quick Point/ – Alcoa Provides Important, Positive Indicator

By John S. Tobey

Alcoa’s earnings report had better news than expected. »

Fall Earnings Season Starts – What to Watch For

By John S. Tobey

I have described this earnings period as an important third hurdle (out of three) to get the stock market back on track. What should we watch for, and what would make this earnings season a successful one? »

US Stocks’ Third Hurdle Just Around the Corner

By John S. Tobey

The US stock market has cleared its first two hurdles nicely. On the horizon is the third. As June ended, with the US stock market down from its April highs, I thought it faced three hurdles to rebuild its base and regain investor interest (see “This Stock Market Decline Is Painful” – July 2).... »

Earnings Reports Coming – What Does Less Trimming Mean to Investors?

By John S. Tobey

The Wall Street Journal, in “Strong Earnings Season Appears Baked In” (Ahead of the Tape, by Kelly Evans, March 30, page C-1), describes an unusual pattern leading up to this quarter’s earnings reports: Both analysts and corporations are trimming expectations less than usual. (Each group typically trims its forecasts near quarter end to avoid... »

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