Niloofer Shaikh’s Post

#investing The second busiest week of earnings season is on tap, with 173 companies set to report their results. CIO Larry Adam provides insight into this and other market-moving headlines in Up & Adam. #genemelamud #financialadvisorlargo #CFP

Last week, corporate reports negatively impacted the financial markets. Learn what happened that left investors unsettled in our #iWealth weekly market update. #FinancialMarket #MarketUpdate #FinancialPlanning #WealthManagement https://lnkd.in/g4AU7Kmt

Last week, corporate reports negatively impacted the financial markets. Learn what happened that left investors unsettled in our #iWealth weekly market update. #FinancialMarket #MarketUpdate #FinancialPlanning #WealthManagement https://lnkd.in/grKr5F7a

#Leveraging_Earnings Calls for Trading Opportunities Earnings calls present unique opportunities for traders to capitalize on market movements. By understanding how to analyze these events and identify potential trading signals, you can enhance your investment strategy. #Why_Earnings_Calls_Matter: Earnings calls are corporate events where companies announce their financial results and discuss their future outlook. These events often lead to significant price movements, making them a focal point for traders. +Market Volatility: Earnings calls can introduce significant volatility into the market, creating opportunities for both long and short positions. +Insight into the Company: By listening to the call, investors gain valuable insights into the company's performance, strategies, and future plans. +Identifying Trading Signals: Traders can identify potential trading signals based on the information revealed during the call. #How_to_Capitalize_on_Earnings_Calls #Preparation_is_Key: +Research the Company: Understand the company's business, industry, and financial performance. +Analyze Expectations: Review analyst forecasts and consensus estimates to gauge market expectations. +Identify Key Metrics: Determine the key metrics that will be most closely watched by investors. #Listen_Carefully: +Focus on Guidance: Pay close attention to the company's guidance for future quarters. +Note Any Surprises: Unexpected results or news can lead to significant price movements. +Analyze Management's Tone: The tone of management's commentary can provide clues about their confidence in the future. #Identify_rading_Opportunities: +Buy the Dip: If the stock price falls after a disappointing earnings report, it may present a buying opportunity for long-term investors. +Sell on the News: If the stock price rallies significantly after a strong earnings report, it may be an opportunity to take profits or short the stock. +Option Strategies: Consider using options to profit from expected volatility around earnings announcements. #Tips_for_Success: +Diversify Your Portfolio: Don't put all your eggs in one basket. +Manage Risk: Use stop-loss orders to limit potential losses. +Stay Informed: Stay up-to-date on market news and economic indicators. +Consider Consulting a Financial Advisor: If you're unsure about how to trade earnings calls, seek advice from a professional. #In_Conclusion Earnings calls offer traders valuable insights and opportunities to profit from market movements. By following these guidelines and conducting thorough research, you can improve your chances of success. #earningscalls #trading #investing #stockmarket #financialmarkets

Going forward, earnings growth is expected to broaden. The S&P 493 and S&P Mid-cap 400 are projected to improve from single-digit earnings growth in 2024 to double-digit earnings growth in 2025, while that of the #MagnificentSeven is forecasted to be nearly cut in half. See the chart from JPMorgan below. Prudent in our methodology, our US large-cap portfolio construction includes #equalweighted exposures. If one only owns US large-cap market-cap-weighted products, their portfolio will have a relatively expensive valuation. However, if investors incorporate equal-weighted strategies, valuations could be lowered by approximately five turns. Astoria implements equal-weighted equity funds in our #ETFportfolios and we have managed equal-weight stock portfolios for our clients for years. Ask us about them. Chart Source: J.P. Morgan, FactSet. Data as of May 8, 2024. Estimates represent FactSet consensus.

Is there a right time in the year to invest in the markets? "Sell in May and go away..." The National finds out the truth about it. Read insights from our CEO, Tony Hallside, who weighs in to the crucial discussion. https://lnkd.in/dk9zc5JQ #primebrokerage #assetmanagement #gccfamilyoffices

📈 Earnings Recap: BlackRock and JPMorgan Chase Q1 2024 Results The financial sector kicked off earnings season with two heavyweight firms, BlackRock and JPMorgan Chase, reporting their Q1 2024 results. Let's dive into the key highlights: 🏆 BlackRock Hits Record $10.5 Trillion AUM, Beats Estimates Adj. EPS: $9.81 (est. $9.34) Revenue: $4.73B (est. $4.68B) AUM: $10.47T (est. $10.43T) Net Inflows: $57.19B (est. $90.71B) Raised Quarterly Cash Dividend 2% to $5.10 per share The world's largest asset manager continues to soar, hitting a record $10.5 trillion in assets under management (AUM). Despite missing expectations on net inflows, BlackRock's strong performance and solid revenue growth drove shares up 2% in pre-market trading. 💰 JPMorgan Chase Beats on EPS, Revenue; Shares Dip EPS: $4.44 (est. $4.11) Revenue: $42.55B (est. $41.85B) JPMorgan Chase, the largest U.S. bank by assets, reported better-than-expected earnings and revenue for Q1 2024. However, shares are currently down 3.5% in pre-market trading, potentially due to concerns over the bank's ability to sustain strong performance amidst economic headwinds. As the earnings season progresses, it will be interesting to see how other financial giants fare and how the market reacts to their results. Stay tuned for more updates and analysis! #Earnings #FinancialSector #BlackRock #JPMorganChase #WallStreet #Investing #Markets

$APEI - Is there a new start for American Public? Upcoming quarterly report is on 12th of March 2024.: About 80.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 0.84. Some equities with similar Price to Book (P/B) outperform the market in the long run. American Public Education has Price/Earnings To Growth (PEG) ratio of 1.34. The entity recorded a loss per share of 3.9. The firm had not issued any dividends in recent years. #stocks #stocktwits #thematic_portfolio

Goldman Sachs Q1 2024 Earnings Overview The company reported net revenues of $14.21 billion and net earnings of $4.13 billion for the quarter ended March 31, 2024. This represents a significant increase from the previous year, with a 16% rise in net revenues and a 28% jump in net earnings. The diluted earnings per share (EPS) stood at $11.58, surpassing the analyst estimate of $8.56. The impressive results were driven by strong performances across all segments, particularly in Global Banking & Markets, which generated quarterly net revenues of $9.73 billion. This was supported by record-breaking performances in Investment banking fees, Fixed Income, Currency and Commodities (FICC), and Equities. Investment banking fees soared to $2.08 billion, a 32% increase compared to the first quarter of the previous year, reflecting significantly higher net revenues in Debt underwriting, primarily driven by leveraged finance activity, and in Advisory, due to an increase in completed mergers and acquisitions transactions. The Asset & Wealth Management division also reported record quarterly net revenues of $3.79 billion, with assets under supervision increasing by $36 billion during the quarter to a record $2.85 trillion. Goldman Sachs' stock responded positively to the earnings report, climbing more than 3% in midday trading following the announcement. This performance is indicative of the firm's core strength and its ability to capitalize on favorable market conditions. The firm's CEO, David Solomon, highlighted the interconnectedness of Goldman Sachs' franchises and the firm's focus on executing its strategy by leveraging its core strengths to serve clients and deliver for shareholders. The first quarter results reflect the strength of the firm's world-class franchises and the earnings power of Goldman Sachs. The detailed earnings report can be found on the company's official website. $GS #GoldmanSachs #Earnings #Stocks #Market #Goldman

Q1 results have brought a mix of highlights and lowlights. We examine these opposing forces, how the Magnificent 7 narrative may change in coming quarters, and how to calibrate equity exposure in this unique period. The post The push and the pull of U.S. earnings appeared first on RBC Wealth Management.