Boutique CIO provides research covering security selection, sector research, market outlook, manager research and due diligence, and asset allocation
Market Outlook
Fundamental Research
Earnings Reports
ADBE beats expectations driven by Document Cloud
GS navigates slowing M&A enviroment.
NFLX unveils add supported subscription
BAC shows strength in net interest income.
Jabil keeps rising costs in check
NEM margins decline on higher input costs
PCAR shows strength in ICE
TMUS has record quarter and raises guidance across the board, as the company continues to take market share in home broadband
MSFT reafirms FY 23 Revenue and EPS Guidance
Enphase grows as reliance on alternative energy becomes more important
GS performs well as it benefits from rate increases offsetting industry wide deal slow down
MS approves a $20bn share repurchase program
PEP suffers from inflation pressures
Has Multifamily Real Estate performed well?
CVS is planning on closing 900 stores, here is why.
Coca-Cola posts strong quarter.
Can regional banks lead?
JPM investment banking fees are cut by over a quarter.
Has higher inflation affected the chemcials sector?
Conoco Philips a play on natural gas?
Williams - Sonoma improves online presence, and…
Lululemon E-commerce sales over-take brick and mortar
Darden outlines input inflation
Daren Restaurants quanitifies their inflation impact of 6% on their most recent earnings release. The company experienced a 9% increase in commodity Inflation.
Here is how we think this relates to other industries.
Microsoft’s 22% top line growth was driven by…
Is Shopify still a buy?
Earnings Summary
Q4 2021
80 page document covering a wide range of companies, during earnings season.
Sector Research
White Papers
How are Stock Repurchases being used? a long-term Study
khaled Abdou and Pia Gupta
We investigate the long-term effect of companies’ reuse of stock buybacks through three corporate events namely, stock options, mergers & Acquisitions, and seasoned equity offerings. Specifically, our analysis focuses on two issues over a 3 - year period following a repurchase announcement…
