What You Should Know About Earnings Season So Far

The market is down so far this year, but there are a lot of positives to point to during earnings season.

Jan 30, 2014 at 5:15PM

Of the companies in the S&P 500 that have reported earnings, about two-thirds have gone on to beat estimates, which looks good on the surface. But that hasn't translated to gains on the market, with the S&P 500 down around 3% for the year. So what's going on?

2014 expectations may have gotten ahead of themselves for the market as a whole, but there are also some positives to point to. Microsoft (NASDAQ:MSFT) saw increased business spending, and its stock popped after earnings. General Electric (NYSE:GE) saw a 3% rise in revenue on strength in energy and aviation, two strong segments of the economy. And Caterpillar (NYSE:CAT) sees an improving housing industry, even if a decline in mining sales is overshadowing that positive right now.

You wouldn't know it by looking at the broader market, but there are a lot of positives to be found when you dig into this earnings season's results. Erin Miller sat down with Fool contributor Travis Hoium to discuss what he's seen so far.

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Erin Miller has no position in any stocks mentioned. Travis Hoium manages an account that owns shares of General Electric. The Motley Fool owns shares of General Electric and Microsoft. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

4 in 5 Americans Are Ignoring Buffett's Warning

Don't be one of them.

Jun 12, 2015 at 5:01PM

Admitting fear is difficult.

So you can imagine how shocked I was to find out Warren Buffett recently told a select number of investors about the cutting-edge technology that's keeping him awake at night.

This past May, The Motley Fool sent 8 of its best stock analysts to Omaha, Nebraska to attend the Berkshire Hathaway annual shareholder meeting. CEO Warren Buffett and Vice Chairman Charlie Munger fielded questions for nearly 6 hours.
The catch was: Attendees weren't allowed to record any of it. No audio. No video. 

Our team of analysts wrote down every single word Buffett and Munger uttered. Over 16,000 words. But only two words stood out to me as I read the detailed transcript of the event: "Real threat."

That's how Buffett responded when asked about this emerging market that is already expected to be worth more than $2 trillion in the U.S. alone. Google has already put some of its best engineers behind the technology powering this trend. 

The amazing thing is, while Buffett may be nervous, the rest of us can invest in this new industry BEFORE the old money realizes what hit them.

KPMG advises we're "on the cusp of revolutionary change" coming much "sooner than you think."

Even one legendary MIT professor had to recant his position that the technology was "beyond the capability of computer science." (He recently confessed to The Wall Street Journal that he's now a believer and amazed "how quickly this technology caught on.")

Yet according to one J.D. Power and Associates survey, only 1 in 5 Americans are even interested in this technology, much less ready to invest in it. Needless to say, you haven't missed your window of opportunity. 

Think about how many amazing technologies you've watched soar to new heights while you kick yourself thinking, "I knew about that technology before everyone was talking about it, but I just sat on my hands." 

Don't let that happen again. This time, it should be your family telling you, "I can't believe you knew about and invested in that technology so early on."

That's why I hope you take just a few minutes to access the exclusive research our team of analysts has put together on this industry and the one stock positioned to capitalize on this major shift.

Click here to learn about this incredible technology before Buffett stops being scared and starts buying!

David Hanson owns shares of Berkshire Hathaway and American Express. The Motley Fool recommends and owns shares of Berkshire Hathaway, Google, and Coca-Cola.We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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