Monthly Archives: November 2015

Campbell Fiscal 2016 First Quarter Update

Campbell Soup (CPB) reported fiscal 2016 first quarter GAAP earnings of $0.62 per diluted share, compared with $0.78 in the comparable prior year period.  Excluding special items, the company’s non-GAAP earnings were $0.95, compared with $0.78 last year.

Posted in CPB | Leave a comment

Market Teleconference, Sunday Nov. 22

This coming weekend, I will host a Market Outlook Conference, which will provide a brief review of recent trends in and the outlook for the economy and financial markets.  I also plan to discuss one or more investment ideas or … Continue reading

Posted in Notices | Leave a comment

Reframing the Picture

Economic data and securities prices always provide a picture of investor sentiment regarding the outlook for the economy and financial markets.  That picture is never static, of course, and it often is wrong.  It changes in response to new developments … Continue reading

Posted in Market Commentary | Leave a comment

Denbury Resources 2015 Third Quarter Update

Last year’s bounce did not signal a bottom for Denbury Resources (DNR).  The company’s financial and stock price performance this year has been driven by the collapse in the price of oil.  But there is obviously more to the story.  … Continue reading

Posted in DNR | Tagged , | Leave a comment

Consolidated Water (CWCO) 2015 Third Quarter Update

Consolidated Water (CWCO) reported 2015 third quarter earnings of $0.12 per share, compared with $0.13 per share in the prior year comparable quarter. Revenues of $14.6 million, were down 14% from $17.0 million last year.  Both earnings and revenues fell … Continue reading

Posted in CWCO, Utilities | Leave a comment

UMH 2015 Third Quarter Update

UMH Properties (UMH) reported 2015 third quarter normalized FFO of $0.15 per share, up from $0.12 in the prior year period. On a GAAP basis, the company’s net loss was $0.03 per share, less than last year’s third quarter loss … Continue reading

Posted in UMH | Leave a comment

Brightcove 2015 Third Quarter Update

The company reported a third quarter GAAP loss of $0.04 per share, much better than last year’s $0.12 loss. Adjusted (non-GAAP) EPS, which excludes (non-cash) stock-based compensation and merger-related costs was positive at $0.03, a reversal of last year’s $0.03 … Continue reading

Posted in BCOV | Leave a comment