Research and Process Insights

Corporate Cash Conundrum

Apr 5, 2019 | Research and Process

Corporate Taxes’ Slippery Slope

Mar 2, 2017 | Research and Process

The Role of Share Buybacks in Earnings Growth

Aug 2, 2016 | Research and Process

Missing Quarterly Expectations – The Rising Penalty

Mar 2, 2016 | Research and Process

Implications of Excess Cash on the Balance Sheet

Dec 23, 2015 | Research and Process

Is Stock Volatility More Prevalent During Earnings Season?

Jun 25, 2015 | Research and Process

Fast Growth May Be Hazardous to Your Wealth

Jun 23, 2015 | Research and Process

Earnings Confidence Revisited

Mar 1, 2015 | Research and Process

Earnings Quality is Slow Growth Key

Jan 2, 2015 | Research and Process

Is Active Share the Whole Story

Jan 1, 2015 | Research and Process

Growing from the Top

Sep 18, 2014 | Research and Process

CapEx and The Next Leg

Aug 18, 2014 | Research and Process

Pulling Back the Curtain on Earnings Quality

Jun 18, 2014 | Research and Process

Finding Unexpected Growth

Jun 18, 2014 | Research and Process

Smith Group Sweet Spot

Apr 18, 2014 | Research and Process

Is “Better Than Expected” Profitable?

Apr 18, 2014 | Research and Process

Scratch Below the Surface (GAAP and Non-GAAP Earnings)

Dec 18, 2013 | Research and Process

At the Margin (Interest Expense and Profit Margins)

Dec 18, 2013 | Research and Process

Strange Trip (A look at Beta)

Oct 18, 2013 | Research and Process

Growth Fastest or Unexpected (Earnings Surprise)

Oct 18, 2013 | Research and Process

The Downside of Risk

Jun 18, 2013 | Research and Process

Inside Return on Equity

Jun 18, 2013 | Research and Process

Quality Considerations

Mar 18, 2013 | Research and Process

No Normal Trends (Earnings Estimates)

Mar 18, 2013 | Research and Process

Micro Matters (Market Cap)

Dec 2, 2012 | Research and Process

Is Underinvestment a Problem (CAPEX)

Dec 2, 2012 | Research and Process

Cash Flow is King (Valuation Metrics)

Oct 2, 2012 | Research and Process

An Eye Offshore (Foreign Sales by US Companies)

Oct 2, 2012 | Research and Process

Sector Volatility

Jul 17, 2012 | Research and Process

The Sensitive Side of Markets (Beta)

Jul 17, 2012 | Research and Process

Exceeding Expectations (A Peek at Smith Group’s Process)

Apr 17, 2012 | Research and Process

Global Opportunity (Process)

Apr 17, 2012 | Research and Process

At The Margin (Operating Margin Trends)

Jan 17, 2012 | Research and Process

The Earnings Quality Edge

Jan 17, 2012 | Research and Process

Is Domicile Relevant

Oct 17, 2011 | Research and Process

Stressing Balanced Portfolio Management

Oct 17, 2011 | Research and Process

Two Decades of Pent Up Demand (CAPEX Trends)

Oct 17, 2011 | Research and Process

Elusive Energy Differentiation (Smith Group’s View of the Energy Sector)

Jul 17, 2011 | Research and Process

Leaving Landmines Behind (Negative Earning Surprise)

Jul 17, 2011 | Research and Process

A Different Kind of Quality (Earnings Quality)

Apr 17, 2011 | Research and Process

Return of the Wishbone Offense (Earnings Surprise)

Apr 17, 2011 | Research and Process

Stock Pickers Rejoice (Correlations)

Apr 17, 2011 | Research and Process

Raising the Bar on Earnings Surprise

Jan 17, 2010 | Research and Process

Corporate Earnings: Its not just a question of quantity

Sep 17, 2007 | Research and Process