X
<
1
Cisco's Fiscal 1Q18 Earnings Beat Analyst Estimates

The US-based (SPY) tech (QQQ) heavyweight Cisco (CSCO) announced its fiscal 1Q18 results on November 15 and reported revenue of $12.1 billion.

WMT-stock-1
Walmart Stock Soared 10.9% on Stellar 3Q Results

Walmart (WMT) stock rose 10.9% to $99.62 after the company reported better-than-expected fiscal 3Q18 results on Thursday, November 16, 2017. Several analysts raised their price targets on the stock.

1
Home Depot Raised 2017 Guidance after Strong 3Q17 Earnings

Home Depot (HD) posted adjusted EPS of $1.87 on revenues of $25.0 billion. Compared to 3Q16, the company’s EPS rose 16.9%, while revenues rose 8.1%.

ASian
Pre-Market Report: Global Markets Are Mixed on November 17

On November 17, the Shanghai Composite Index fell 0.48% and closed the day at 3,382.91. The SPDR S&P China (GXC) rose 1.8% on November 16.

RECENT Active Management RESEARCH

market-cao-1
Prospect Capital: What You Need to Know

Prospect Capital Corporation (PSEC) released its earnings report for fiscal 1Q18 on November 8. The company failed to meet the projections Wall Street analysts had set for earnings per share or EPS and revenues.

chart-1-1
Inside China’s Emerging Market Opportunities

To gain an understanding of the latest changes in emerging markets—in particular those changes related to China, the largest emerging markets country—we spoke with Vanguard’s head of ETF Product Management, Rich Powers.

market-cap-1
Carlyle Group and Its Mixed 3Q17 Results

The Carlyle Group (CG), an alternative asset manager, reported its 3Q17 earnings on October 31, 2017. Its EPS was $0.56, which was higher than the Wall Street estimate of $0.51.

bvps
Key Takeaways from State Street's 3Q17 Earnings

State Street (STT) has seen a marginal YoY (year-over-year) rise in its service revenues, from $1.3 billion in 3Q16 to $1.4 billion in 3Q17.

cHART-1-1
The Truth Behind Three Common Indexing Questions

Indexing has become an undeniable force in the investment world…and indexing’s rise didn’t happen by accident.

profit-margin-2-1
A Look at KKR & Co.’s 3Q17 Results

KKR & Co. (KKR) reported its 3Q17 earnings on October 26. KKR posted earnings per share of $0.36, which fell short of Wall Street’s estimate of $0.42.

ROA
How Blackstone Performed in 3Q17

The Blackstone Group (BX) reported EPS (earnings per share) of $0.69 in 3Q17, beating analysts’ estimate of $0.54.

ROA
What Analysts Expect from Prospect Capital in Fiscal 1Q18

Prospect Capital has generated a return of 4.1% on its assets on a last-12-month (or LTM) basis.

Vanguard-chart-1
Think Actively Managed Funds Always Outperform? Think Again

When I tell people about the seven-day race I ran in the Sahara last year, they ask questions. The most common one is, “Why?”

EBITDA-margin-2-1
What You Need to Know about Invesco's 2Q17 Performance

Invesco’s (IVZ) total operating expenses rose marginally between 2Q16 and 2Q17, to $935.5 million from $887.9 million, a 5.4% increase.

EPS1
Macroeconomics, Insurance to Dictate Berkshire Hathaway's 2H17

Berkshire Hathaway (BRK.B) and other major reinsurers are expecting to see the fallout of Hurricanes Harvey and Irma and other recent storms. Berkshire continues to outperform the S&P 500.

eff-ratio-1
State Street in 1H17: Total Revenues, Total Expenses, and More

In 1H16, State Street Corporation (STT) reported total fee revenues of ~$4.0 billion. In 1H17, STT posted total fee revenues of ~$4.4 billion, which reflects an increase of 10%.

FCF yields
Asset Managers: Total Revenues, Valuations, and Dry Powder

In 1H16, Carlyle Group (CG) reported ~$1.1 billion in total revenues and in 1H17, it reported total revenues of ~$2.0 billion. This rise was mainly due to a substantial rise in total performance fees.

revenues-in-2Q17-2-1
Analyzing Blackstone's Performance in 1H17

Blackstone (BX) reported revenue of $1.5 billion in 2Q17. In this series, we’ll delve into its performance in the first half of this year.

PSEC-and-comp.-operating-margin-1
Behind Prospect Capital's Fiscal 4Q17 Earnings

Prospect Capital (PSEC) reported EPS (earnings per share) of $0.19 in fiscal 4Q17, missing the analysts’ estimate of $0.21.

EPS
Berkshire Hathaway or the S&P 500 over the Next Decade?

Berkshire Hathaway (BRK.B) has outperformed the S&P 500 for the past few decades and has generated strong returns for shareholders under Warren Buffett.

STT-ROE-1
What You Should Know about State Street's Outlook

State Street (STT) posted EPS (earnings per share) of $1.67 in 2Q17, thus beating analysts’ estimate of $1.57. That’s a 14.0% rise on a YoY basis.

Deployments-made-1
What's in Store for Alternative Asset Managers in 2H17?

In 2Q17, alternative asset managers Carlyle Group (CG) and KKR & Co. (KKR) reported earnings per share of $0.59 and $0.89, respectively. These results beat Wall Street analysts’ earnings estimates.

Apollo-and-comp.-total-AUM-1
A Look at Apollo Global Management's 2Q17 Earnings

In this series, we’ll study the performance of Apollo’s various divisions, its dividend distribution, and its valuation.

CG-and-comp.-revenue-per-share-1
Inside Carlyle Group's 2Q17 Results

In 2Q17, Carlyle Group (CG) posted strong ENI (economic net income) of $300 million, which reflects a substantial increase over its $158 million in 2Q16.

X

Please select a profession that best describes you: