ETF Thematic Investing – Part 1 The Basics
by Leslie N. Masonson, MBA About 15 years ago, forward-thinking institutions and pension funds were exploring groundbreaking, long-term strategies to enhance their global returns. They delved into ETF thematic investing and some firms dove in head first to capture assets from interested investors. The world of Exchange-Traded Funds (ETFs) investing is no stranger to the allure of new categories [...]
Apple Earnings Beat Expectations, But Lack of Guidance Sparks Concern: 3 Things to See
Apple (AAPL) delivered quarterly earnings Thursday evening and narrowly surpassed analyst expectations. But, the lack of guidance issued for the fiscal first quarter of the year (December quarter) left analysts and investors alike perplexed and assuming the worst - shares are down 2% as a result. The company’s fiscal fourth quarter saw a slight step backward in revenue, with $89.5 [...]
Shopify is Up 22% After Impressive Earnings and Upbeat Guidance – Time to Buy This Stock?
Shopify (SHOP) shares got a nice 22% boost in Thursday morning’s trading session after the company reported third-quarter earnings that beat expectations on both the top and bottom lines. The e-commerce platform also provided upbeat guidance for the remainder of the year. Revenue of $1.71 billion outperformed the analyst expectation of $1.67 billion. This represented a 25% increase year [...]
Wayfair Struggles With Dwindling Sales, But the Stock Still Gains 5%: 3 Reasons It’s Time to Sell
Shares of Wayfair (W) fell more than 6% in pre-market trading early this morning, but have since rebounded. The stock now sits 5% higher than yesterday’s close. This all came after the company delivered its third-quarter earnings. Wayfair reported dwindling sales as fewer and fewer customers shop with the online retailer. Total net revenue of $2.94 billion narrowly missed [...]
Pinterest is Up 18% After Q3 Earnings Beat, But it May Not Be Time to Buy This Stock…
Pinterest (PINS) reported third-quarter earnings after the closing bell Monday afternoon, sending shares higher in extended trading. That trend continued when the market opened this Tuesday morning as shares are up more than 18%. This came after the company grew revenue 11% year over year to $763.2 million compared to $684.6 million in 2022. Analysts were only forecasting $744 [...]
McDonald’s Raises Prices and Beats 3rd Quarter Targets, But Is This Strategy Sustainable?
McDonald’s (MCD) started the week with a bang releasing results from its 3rd quarter. The company beat analysts' estimates through a series of price hikes to give sales a much-needed lift. That being said, there is concern that customers won’t tolerate these prices in the long term. The fast food chain reported revenue of $6.69 billion, a 14% growth [...]
