Equity Analysis

Rackspace — a cloud computing provider — faces strong competition from such established players as Amazon. As Rackspace continues to feel intense pricing pressure, analysts are lowering estimates.A Thomson Reuters negative Predicted Surprise points toward the likelihood that Rackspace earnings may miss the consensus for the first fiscal quarter. Cloud computing — computing resources delivered [...]

Oil and gas drills are revving up around the world and Canadian pipeline supplier Shawcor is looking at a gusher — record order backlogs and increasing revenues. A Thomson Reuters StarMine analysis indicates it may beat the consensus estimates when it reports quarterly earnings next month and record a positive earnings surprise. In North America, [...]

From Warren Buffet to Sir John Templeton, the concept of value investing — finding equities that represent bargains — has been around for decades. But could this idea be used to group stocks according to country? A recent Thomson Reuters StarMine study suggests that the value approach may help identify nations that are attractive for [...]

Net inflows into exchange-traded products hit a fresh high of $73.4 billion during the first quarter of 2013, pushing assets invested ETFs and ETPs to a new record of $2.09 trillion, according to data from ETFGI. Large gains in many global equity markets fueled enthusiasm among investors for exchange-traded products, including exchange-traded funds (ETFs) during [...]

After the preseason period fueled hopes of an unbroken pattern of healthy earnings gains and positive surprises, the first reports after Alcoa kicked off the official earnings season seemed to paint a different, more bearish, picture. But there is still plenty of room for the 74 companies scheduled to report their results this week to [...]

FLIR Systems’ revenues from the U.S. government are sliding — but the company has also reduced its dependence on government contracts as it’s pursued increased global sales. Commercial clients, such as private security firms, are also placing orders. A Thomson Reuters StarMine analysis points toward the likelihood that FLIR may beat quarterly earnings estimates. In [...]

Disappointing employment data last week didn’t put a halt to investors’ interest in stocks, but it may have helped make inflows into equity mutual funds the weakest they have been so far this year. Investors also continue to demonstrate their enthusiasm for taxable bonds, but not for muni bonds or Treasury securities. Mutual fund investors [...]

Few retail analysts were expecting March’s same-store sales gains to measure up to the big advance recorded last year: that 7.1% jump made comparisons very tricky. But the cold weather, among many other factors, put an even bigger chill on sales than expected, and the Thomson Reuters Same-Store Sales Index posted an overall gain of [...]

As on-the-go platforms such as tablets and smartphones proliferate, content providers need a wireless strategy. DISH Network Corp. is facing this reality while coping with rising content and subscriber costs. Data produced by a Thomson Reuters StarMine analysis suggests that DISH Network may miss quarterly earnings estimates. Trains, cafés, a park bench, the beach … [...]

Earning season has officially kicked off. Thomson Reuters senior research analyst, Sri Raman, discusses which stocks will be the biggest upside and downside surprises this earnings season. Positive surprises include Sandisk, Blackstone and Flir Systems while Electronic Arts and ASML are among the negative picks. Learn more. View Sri Raman as he discusses the stocks [...]