February 23, 20220Comments

GE Cuts Transparency & More From the Real Earnings Season

We found interesting footnote disclosures in the filings of General Electric (GE) and other companies last week during The Real Earnings Season.

by Kyle Guske II, Senior Investment Analyst, MBA

October 8, 20210Comments

3Q21 Earnings: Where the Street Is Too Low & Who Should Beat

Unprecedented insights into why Street Earnings provide a flawed picture of earnings, and five S&P 500 companies likely to beat 3Q21 Street EPS estimates.

by Kyle Guske II, Senior Investment Analyst, MBA

October 21, 20200Comments

A Safe Call Regardless of the Election

Regardless of 2020’s election results, this firm’s prospects for continued long-term profit growth are much brighter than the stock’s valuation implies.

by Matt Shuler, Investment Analyst II

December 18, 20170Comments

Danger Zone: Value Destroying Buybacks

Companies often buyback shares when their stock is at the highest point, and they sometimes pass up profitable investments or even go into debt to do the buybacks.

by Sam McBride

August 25, 20150Comments

Wall Street Analysts Find Themselves in the Danger Zone

The cat is out of the bag. CFOs admit that they manipulate accounting rules to “misrepresent earnings”. They also say that Wall Street analysts play along. This week we’re putting Wall Street analysts in the Danger Zone.

by Kyle Guske II, Senior Investment Analyst, MBA