Dubious Performance

The excellent Birinyi Site has also weighed on the FedEx downgrade.  Our analysis did not name the analyst or firm nor did we go into the record.  Obviously we knew the record and could have cited that as well, but that is not the point. Check out the Ticker Sense site, and then we’ll give […]

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1. Earnings 2. Reaction 3. Guidance

Once again Barry Ritholtz provides some timely information on market conditions, with a look at the current earnings season.  The chart showing the stock price reactions is most informative.  Barry’s explanation, however, is not very persuasive.  First take a look at his data: Link: 1. Earnings 2. Reaction 3. Guidance. We are about halfway through […]

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