Just past the halfway mark in Earnings season!
Earnings season is more than halfway done – especially within the large cap and mid-cap space. There will be more reporting over the next couple of weeks – but our IAS Equity portfolios have more earnings events behind it than in front of it.
As we have always said in the past, our performance numbers alone do not tell the whole story for the IAS strategies. Our strategies are built to find companies that are winning in their industry – but the Wall Street analysts are not observing that success like we are. In other words, these are companies that are likely to surprise the market.
Every quarter, every publicly traded company must report its earnings to the SEC. As a result, we get a real-time report card on whether we are finding companies that are actually surprising the market. That is the other way to measure our performance: are we invested in the right companies as they build up to earnings and announce earnings.
Every week during earnings season, we will create this new report that summarizes the earnings announcements for ANY company in one of our IAS portfolios. In other words, if we are invested in it when the earnings are announced, we will include it in the report. No omissions! If they report and we are invested in it, we will include it.
Several advisors and institutions are subscribing to this report on a weekly basis during earnings. Let me know if you want to get access to this report also by emailing me at email@example.com.
Attached is the report. It shows strong results through earnings season. Hope this helps in your efforts to keep up with our strategies!