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Sector
How Did Wall Street Perform on October 18?

The S&P 500 started this week on a stronger note following the fifth consecutive weekly gain. It continued to move higher on Wednesday.

CSX-Indexed-1
CSX’s 3Q17 Earnings Shine: Higher Freight Rates, Stock Up 2.6%

The eastern US rail freight carrier CSX (CSX) announced its 3Q17 earnings on October 17. The quarter marks the end of two full quarters under the leadership of Hunter Harrison.

JBHT-Indexed-1
What Weighed down J.B. Hunt's 3Q17 Results?

For 3Q17, J.B. Hunt (JBHT) reported EPS (earnings per share) of $0.91, which was 5.4% lower than the analysts’ estimate of $0.96.

Asian
Pre-Market Report: Global Markets Are Strong on October 18

On October 18, the Shanghai Composite Index closed at 3,381.79 after rising 0.29%. The SPDR S&P China ETF (GXC) fell 0.9% on October 17, 2017.

RECENT Financials RESEARCH

Equity underwriting league table 2 02.25.2013
Equity underwriting league table is a group of 5 including MS, GS, JPM, C, and BAC

Banks with large equity underwriting desks should benefit from a stable stock market and rising valuations Equity underwriting, or underwriting IPOs and follow on offerings, is a well followed industry…

Bond outstandings 02.25.2013
Morgan Stanley and Goldman have bigger bond exposure than Bank of America and Citi

Bond underwriting exposure could be risky for investment banking departments, as interest rates begin to rise and refinancing slows Investors generally have a good understanding of various aspects of the…

M&A underwriting league table 02.26.2013
M&A activity was down in '12 but GS, MS, JPM, and Citi topped the tables

M&A activity is a key profitability driver of investment banking revenue Although total M&A volume was down in 2012, it was higher for the largest banks, including GS, MS, and…

Basel III 02.25.2013
Citigroup and Bank of America already in compliance with forming Basel III

Citigroup & Bank of America are already in compliance with Basel III capital ratios and have enough capital to operate with a margin of safety If excess capital is deployed,…

Equity flows 02.27.2013
Weekly equity fund flow still favoring international funds benefiting BEN

As chronicled in our article, Equity fund flows continue higher but international flow still stronger than domestic, we outlined that the long-term trend of investor inflow into equity mutual funds…

Bond v Equity 02.05.2013
Bond flows are accelerating not decelerating to start 2013

In our recent article, The real bull market is in bonds, we highlight that over the past year that there has been a huge discrepancy between stock and bond mutual…

Market gains 02.07.2013
While the stock market is close to a new high, the market's PE ratio is not

As the S&P 500 index approaches new highs not seen since 2007, the current market’s P/E is some 2 multiple points lower than in ’07 which means that stocks are…

Pensions Stocks 02.13.2013
Underfunded pensions could be assisted by higher returning stocks

As outlined in our article, Corporate pension plans now hold the lowest stock allocation in history, corporate pensions now have the lowest exposure to equities in history and will likely…

YTD bond v stock 02.20.2013
Record start this cycle for both stock and bond flows

While many strategists on Wall Street are speculating that the “great rotation” from bonds to stocks has begun after solid, consistent gains in fixed income throughout this economic cycle and…

Bond v Equity 2 02.05.2013
The real bull market is in bonds which benefits LM, BEN, and BLK

While equity markets are off to a fast start in 2013 up over 5% after a 13% increase for the S&P 500 in 2012, a bull market in stocks is…

FA 1
Market cap to AUM is a great valuation metric for asset managers

Like many things in life, size matters, and in the asset management industry this paradigm is no different. A large asset management company is able to enjoy substantial incremental operating…

Flows 1 01.31.2013
Equity fund flows continue higher but international flow still stronger than domestic

With equity markets continuing to trend higher across the globe to start the year, mutual fund flow continues to improve as investors allocate more money to stocks to potentially capture…

New Product chart 1 01.28.2013
Plenty of room to grow for ETFs against mutual funds

Not since the introduction of the first S&P 500 index fund by Vanguard in 1976 has there been such a tectonic shift in the asset management industry driven by a…

Claims 01.25.2013
Why jobless claims are worth tracking

While watching the morning spin of a national financial news show can result in an alphabet soup of what drives markets and the $16 trillion U.S. economy,

Morningstar 2 01.24.2013
Why Morningstar ratings matter

Morningstar is best known for helping investors decipher the past performance of mutual funds and which managers and their products are worth looking at.

Appreciation 1 01.22.2013
Market appreciation drives returns for fund managers

It is said that a high tide raises all boats, however higher average markets can also raise all asset levels.

Fin Chart 2
Ample Funds on the Sidelines to Support a Good 2013 for Markets

Not dissimilar from a healthy checking account that allows more purchases to be made on a credit card (for those consumers that actually pay off their credit card balances), the…

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