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7-2-24 How to Beat Earnings Estimates

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Manage episode 426809295 series 2417520
Content provided by The Lance Roberts Show and Lance Roberts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Lance Roberts Show and Lance Roberts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Lance previews Q2 GDP estimates: The lag effect is showing up in GDP Estimate revisions, as the economy slows. The difference betweeen Inflation vs Deflation: The rate of change is slowing, but prices are remaining high. Commentary on interest rate behavior at end of Quarter; quarter-end rebalancing and dividend payments. The next chapter in the saga of the Roberts' Rental house; kudo's to Abacus Electrical, raspberries to Centerpoint Energy. The best way to beat earnings estimates: Lower the bar for expectations. The normal beat rate is about 75%. What is the true value of a financial advisor? Not to be confused with a portfolio manager (Doctors vs Coaches). A brief discussion of Tex-Mex, BBQ, and Houston as a food mecca; the value of a financial planner to a family. SEG-1: Inflation vs Deflation - Which Way, Interest Rates? SEG-2A: The Roberts' Rental Saga, Pt-2 SEG-2B: How to Beat Earnings Estimates SEG-3: The Value of a Financial Advisor, Pt-1 SEG-4: The Value of a Financial Advisor, Pt-2 Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=bG6OzGjibtM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=6s ------- Articles mentioned in this report: "Earnings Bar Lowered As Q2 Reports Begin" https://realinvestmentadvice.com/earnings-bar-lowered-as-q2-reports-begin/ "The Confidence Dichotomy" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Interest Rates are a Function of Inflation and Economic Growth" is here: https://www.youtube.com/watch?v=NuGhZlS_1J0&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Confidence Dichotomy" https://www.youtube.com/watch?v=QF2-xOKv68c&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #EarningsGrowth #FinancialCrisis #LoweredEarningsBar #CompanyPerformance #Expectations #StrongEarnings #QuarterResults #FinancialAnalysis #EarningsEstimates #Inflation #Deflation #FinancialAdvice #FinancialAdvisorValue #PortfolioManager #RentalProperty #HomeOwnership #Markets #Money #Investing
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2538 episodes

Artwork
iconShare
 
Manage episode 426809295 series 2417520
Content provided by The Lance Roberts Show and Lance Roberts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Lance Roberts Show and Lance Roberts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Lance previews Q2 GDP estimates: The lag effect is showing up in GDP Estimate revisions, as the economy slows. The difference betweeen Inflation vs Deflation: The rate of change is slowing, but prices are remaining high. Commentary on interest rate behavior at end of Quarter; quarter-end rebalancing and dividend payments. The next chapter in the saga of the Roberts' Rental house; kudo's to Abacus Electrical, raspberries to Centerpoint Energy. The best way to beat earnings estimates: Lower the bar for expectations. The normal beat rate is about 75%. What is the true value of a financial advisor? Not to be confused with a portfolio manager (Doctors vs Coaches). A brief discussion of Tex-Mex, BBQ, and Houston as a food mecca; the value of a financial planner to a family. SEG-1: Inflation vs Deflation - Which Way, Interest Rates? SEG-2A: The Roberts' Rental Saga, Pt-2 SEG-2B: How to Beat Earnings Estimates SEG-3: The Value of a Financial Advisor, Pt-1 SEG-4: The Value of a Financial Advisor, Pt-2 Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=bG6OzGjibtM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=6s ------- Articles mentioned in this report: "Earnings Bar Lowered As Q2 Reports Begin" https://realinvestmentadvice.com/earnings-bar-lowered-as-q2-reports-begin/ "The Confidence Dichotomy" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Interest Rates are a Function of Inflation and Economic Growth" is here: https://www.youtube.com/watch?v=NuGhZlS_1J0&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Confidence Dichotomy" https://www.youtube.com/watch?v=QF2-xOKv68c&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #EarningsGrowth #FinancialCrisis #LoweredEarningsBar #CompanyPerformance #Expectations #StrongEarnings #QuarterResults #FinancialAnalysis #EarningsEstimates #Inflation #Deflation #FinancialAdvice #FinancialAdvisorValue #PortfolioManager #RentalProperty #HomeOwnership #Markets #Money #Investing
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