The Running of the Bulls or On the Horns of a Dilemma? Throughout the second quarter, even as we were still digesting first quarter earnings announcements, analysts were quite busy following their modus operandi from prior years. As the June quarter progressed, corporate earnings estimates were given a haircut by Wall Street analysts. FactSet, a well-known provider of financial information, [...]
And This Is Where It Gets Interesting… As first quarter earnings season ends, we find ourselves in the same position as we have the last couple of years. Yet another quarter completed with a good portion of the companies in the Standard & Poor’s 500 index successfully beating analysts’ consensus earnings estimates – significantly reduced estimates. According to S&P Capital [...]
“A woman is like a tea bag - you can't tell how strong she is until you put her in hot water.” Eleanor Roosevelt Back in 1983, portfolio management was largely a male dominated industry. The majority of decision-making clients in the bank Trust Investment division where I began my career as a portfolio manager, were also men. My (atypical) [...]
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