A report from DSP Mutual Fund indicates a shift favouring large-cap stocks over small and mid-caps, as the latter reach high valuation levels

The third quarter earnings season has been quite eventful for my Ten Clean Energy Stocks for 2013 and six alternative picks model portfolios, so much so that writing about them has taken a back seat to keeping up with the announcements. There were a number of earnings disappointments and earnings announcements which were in line with my expectations but the market treated like disappointments. These resulted in an overall decline of 2.5 percent for the portfolio since the last update, even as my industry benchmarks, the Powershares Wilderhill Clean Energy (PBW) and my small cap benchmark (IWM) were up 1.0 percent and 3.9 percent over the months since October 15th.

The most active week of the earnings season is on and the rush of quarterly reports Tuesday, 39 in all, captured the maneuvering of companies from almost every sector as they feel their way through an unprecedented economic shockwave. Companies are being affected in different ways but if there’s a common theme, it’s that the […]

Most companies are not giving earnings guidance, leaving investors and analysts in the dark, yet the market is still rewarding better-than-expected results.

Companies in every sector face challenges giving forward-looking guidance in a pandemic that remains unpredictable.

In crisis mode, profits and growth matter much less than ability to ride out a downturn

TCS will hold its board meet the next day (April 16) for approval of its financial statements