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Costco Tops Fiscal 1Q18 Estimates

Costco Wholesale (COST) reported stronger-than-expected fiscal 1Q18 results, surpassing analysts’ expectations for both sales and EPS (earnings per share).

Asian
Pre-Market Report: Global Markets Are Weak on December 15

After a pullback on Thursday, the Shanghai Composite Index opened lower on December 15 and fell to five-week low price levels.

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US Markets Had a Mixed Performance on December 14

The S&P 500 started this week on a stronger note. Despite a strong start, the market lost momentum as the week progressed and fell on Thursday.

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Can Kohl’s Stock Pick Up Some Momentum?

Kohl’s (KSS) stock price has risen 1.8% on a YTD (year-to-date) basis as of December 12.

RECENT Mutual Funds RESEARCH

ESG criteria
Want Your Investment to Be Responsible? Here's How

Socially responsible investing is known by several terms, including sustainable investing, green investing, and ethical investing.

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A Deep Dive into Europe-Focused Mutual Funds in 2016

In this series, we’ll look at how 2016 has panned out for Europe-focused mutual funds so far. We’ll take an in-depth look at the portfolios of 12 funds and conduct attribution analysis to see which sectoral or stock picks helped or hurt these funds.

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Your US Large-Cap Fund Breakdown as of Mid-October 2016

Worries about Brexit’s impact on US financial markets have given way to concerns about US elections. But so far in 2016, US stocks and funds have done well.

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Fear, the Fed, and the Current Bull Market

In Richard Bernstein Advisors’ October newsletter, Richard Bernstein noted that although the bull run in US stocks is in its seventh year, investors remain afraid of equities.

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How the Dollar's Rise Has Affected Other Asset Classes

The US dollar is at more than a six-month high compared to its peers. Let’s take a look at the US Dollar Index, which weighs the dollar against seven major currencies.

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Alternatives Raise Deployments, Investments amid Volatility

Alternatives are positioned for improved performance in the second half of 2016 on rising equity valuations, stabilizing oil prices, and a recovery in metals.

Estimates
Will Improving Performance Help Carlyle's Valuations Recover?

Carlyle expects EPS of $0.44 in 3Q16. For the full year, analysts have revised earnings expectations up to $1.44 with an implied price-to-earnings of 10.8x.

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BlackRock Vies for New Assets Through Strong Offerings

BlackRock (BLK), the world’s largest asset manager, is expected to post earnings per share (or EPS) of $4.96 in 3Q16, 1% lower than the prior year’s quarter.

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Will Blackstone Ride on Private Equity and Real Estate?

Blackstone is the world’s biggest alternative asset manager. The company has underperformed its peers in recent quarters due to the weak performance of its private equity holdings.

Stock
Closed-End Funds among Financials Bracing for Rate Hikes

Closed-end asset managers (PSP) are expected to see higher interest costs on their leverage positions if there is a substantial hike by the Federal Reserve by the end of 2016. Portfolio yields are expected to remain stable, as the demand for quality borrowers is high among lenders.

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Market to See How KKR & Co. Improved Its Performance in 3Q16

KKR & Co. is expected to post earnings per share (or EPS) of $0.50 in 3Q16, compared to EPS of -$0.37 in 3Q15 and EPS of $0.23 in 2Q16.

Estimates2
Berkshire Hathaway's Performance: The Impact of Financials in 3Q

Berkshire lost $1.4 billion in valuations after the scandal related to Wells Fargo (WFC) unearthed. Berkshire stock has fallen 3% over the past one week.

Estimates
Prospect Capital's Performance Improves, Yields Rise

Prospect Capital is expected to post EPS of $0.24 in the September quarter—lower than the previous quarter and the corresponding quarter one year ago.

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Breaking Down Latin American Funds for Investment Opportunities

The process of Brazil’s political impasse’s passing began in May 2016, when the case against Dilma Rousseff was found to be strong enough for impeachment proceedings to begin.

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Should You Be Invested in These International Funds?

With one-third of 2016 yet to go, international funds have already had an action packed year. Events haven’t been restricted to a specific region or market.

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Taking Stock of These Large-Cap Funds So Far in 2016

Richard Bernstein believes that the corporate profit cycle in the US has turned for the better and if it comes about, the bull run in US equities may continue. In this series, we’ll evaluate 12 large-cap equity funds that invest in US equities.

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T. Rowe Price Needs Investments, Strategy to Reverse Trends

T. Rowe Price Group (TROW) posted a $1.15 decline in earnings for 2Q16, excluding a one-time charge. Wall Street analysts estimate that TROW should maintain its current earning trajectory for 3Q16 at $1.15 per share.

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AMG Delivering Consistent Performance amid Uncertainties

AMG has managed to beat estimates over the past four quarters. It has seen a steady performance of its affiliates and is expected to post EPS of $2.98 in the September quarter.

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Alternatives Improve Operating Performances on Higher Deployments

In this series, we’ll be looking at alternatives’ deployments, fund performances, assets under management, strategic initiatives, and valuations.

Estimates
Carlyle Group's Performance Improved across Asset Classes in 2Q16

In 2Q16, Carlyle Group (CG) posted earnings per share of $0.35, compared to the Wall Street consensus of $0.31. For fiscal 2016, CG is expected to post $1.33 per share, with implied growth of 15%.

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