The Earnings Season Playbook

Earnings season rolls around four times a year and brings with it a frenzy of information. The beats and misses, EPS and revenue, excitement and uncertainty all combine for a dizzying few weeks. Don’t get us wrong, it’s important information. Whether it’s a huge swing or a minor movement, earnings announcements make more information available … Continued

Product Update: New & Improved Timeseries Analysis

YCharts’ Timeseries Analysis tool enables you to access, format, and export historical stock, mutual fund, and ETF metrics, as well as economic indicators. Because Timeseries Analysis is a vital resource for data-driven investment decisions, YCharts has updated the tool’s interface to better serve our users. In-depth investment research often requires large data sets with multiple … Continued

In One Chart: FB Drags New Comm Services Sector

The new S&P 500 Sector, dubbed “Communication Services”, officially launched on September 28th. But the Communication Services Select Sector SPDR® ETF (XLC), which tracks the S&P 500 sector, has been live since June 18th. Communication Services is the new GICS Sector Classification that is replacing S&P’s old Telecommunication Services. It is considerably larger than its predecessor and … Continued

Impact Investing – 4 Things You Need To Know

1. ESG and SRI — How they’re different Environmental issues are more relevant (and trendy) than ever. Protecting and preserving the environment has become a focal point in modern politics — and it’s slowly but surely creeping into the investing world. Situations like the BP (BP) oil spill in the Gulf of Mexico and the … Continued

Hancock Fund Outpaces Peers on Blue Chip Bet

This year the markets have felt a lot like the Wonkavator. They’ve gone up and down — and sideways, slantways, longways, and backways. As the volatility train keeps on rolling, a lot of investors have turned their eyes away from indexing ETFs and toward mutual funds. But this poses the question — which mutual funds? … Continued