Should stock-market investors freak out over an ‘earnings recession’ These charts say no

The potential for a 2019 earnings recession — or two consecutive quarters or more of year-over corporate earnings declines—is providing another source of worry for investors uncertain about the durability of the stock market’s rebound from a December rout.

Instead, the S&P 500 posted an average gain of 3.9% in the three months ahead of the first quarterly earnings fall, and rose by an average 6.6% and 8.5%, respectively, in the six- and 12-month periods, with those returns even higher when economic recessions are taken out of the mix, Belski said.

Dish Network’s stock dives as subscribers fall with loss of HBO, Univision

Shares of Dish Network Corp. took a dive Wednesday, after the pay-TV services provider reported disappointing earnings, with satellite service subscribers falling below the 10 million mark for the first time in 15 years.

Dish ended the year with 12.32 million pay-TV subscribers, down 6.9% from last year and less than the FactSet consensus of 12.52 million, as Dish satellite subscribers fell 10.2% to 9.91 million and Sling subscribers increased 9.3% to 2.42 million.

Cisco shows ‘fundamental resiliency’ as stock climbs after earnings

Don’t miss: Cisco stares down geopolitical unrest and cloud downturn, and stock emerges higher. Resilience was also a theme for J.P. Morgan analyst Samik Chatterjee, who has an overweight rating on Cisco and raised his price target to $60 from $59.. “Cisco’s F2Q earnings and F3Q outlook can be broadly characterized as modestly better than expected, although what makes it stand out is the resilience of the performance despite consistent concerns relative to macro growth; marking a significant change for a stock that was once considered a bellwether for the industry and still trades at a discount to the overall market multiple,” Chatterjee said, adding that growth momentum in applications and security sales underscored the success of Cisco acquisition strategy such as the company’s acquisition of Duo Security last year. FBN Securities analyst Shebly Seyrafi said that the company’s latest numbers showed “more good than bad,” given strong indications in switching, wireless, applications, and security.

NetApp Stock Plunges. Blame the Economy.

For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.

JPMorgan analyst Paul Coster lowered his rating for NetApp stock to Neutral from Overweight, citing the risk from the more difficult global economic environment. He noted that NetApp blamed the deterioration in January spending on concern among corporations about the outlook.

The most popular stock market indicator just gave a buy signal — ignore it

• The indicator derives its power not from anything innate in the stock market, but from the legions of investors who believe in it.

Please see “If you own Apple, Amazon, Facebook or AMD, look out below.”. • In deciding whether to jump into the stock market based on this indicator, in my opinion, investors ought to pay more attention to the second chart linked above. Please see “You can bet that the U.S.-China trade deal won’t help stocks — here’s why.”. • Legions of investors who believe in the 200-day moving average will have an eye-opener if they were to look at the third chart linked above.

Classic cars you can buy shares in... just like a stock

Rally Rd. is new type of alternative investment platform that allows retail investors to buy shares in classic cars the company has identified with upside potential.

After a 90-day lockout period, trading windows open every month or so where stakeholders can resell their shares through a marketplace housed on the Rally Rd. app. When the company gets an offer on a car, or determines the time is right to sell, it polls shareholder interest and distributes the proceeds if it closes a deal.

Bullish stock investors ‘too sanguine’ about U.S.-China trade talks, warns fund manager

POTUS’s market-pleasing deadline squashiness may hinge a lot on how the next couple of days go between China Vice Premier Liu He, U.S. Trade Rep. Lighthizer and Treasury Secretary Steven Mnuchin:. No pressure guys, but investors seem to have a lot riding on the trade-optimism.

Onto our call of the day, from Ronald Temple, head of U.S. equity and co-head of multiasset at Lazard Asset Management, who worries investors are “too sanguine” about trade, as he flags another fast-approaching and overlooked deadline for negotiators.

This stock picker continues to outperform by using volatility as a ‘friend’

They don’t reflect any additional annual fees you pay your adviser:. Don’t miss: Proof that you can outperform with the right actively managed stock fund

“That was a great example of using volatility as our friend and not to let the market action dictate my behavior,” she said. So Zhang was buying on weakness, in the $23 to $24 range late in October, before Vista’s deal taking out Apptio at $38 a share was announced Nov. 11.

Marco Rubio rolling out his own plan to limit stock buybacks

Sen. Marco Rubio on Tuesday is rolling out his own plan to thwart stock buybacks, aligning with Democratic rivals who have recently condemned corporate stock repurchases as a source of the widening gap between average Americans and the wealthy.

Related: The Sanders, Schumer buyback test would block almost all company stock repurchases. Limiting stock buybacks could remove a source of demand for shares on major benchmarks like the S&P 500 index SPX, +0.07%

Asian markets mostly higher, boosted by energy stocks

Asian shares were mostly higher Wednesday, cheered by prospects for a resolution to the costly trade dispute between the U.S. and China, which had also sent Wall Street indexes higher.

Among individual stocks, oil company Inpex 1605, +13.85%   soared in Tokyo trading after raising its annual profit forecast by 37%, while SoftBank 9984, +5.80%   and Honda 7267, +1.80%   rose as well. Tech and oil stocks rose in Hong Kong, with AAC 2018, +7.46%  , Sunny Optical 2382, +2.93%  , PetroChina 0857, +2.24%   and China Petroleum & Chemical 0386, +2.15%   all advancing.

Kicking yourself for missing the recent rally Here are 5 reasons you shouldn’t

Wall Street experts argued there were some good reasons: Economic slowdowns in China and Europe, rising interest rates, trade war fears, looming conflicts between a Democratic Congress and President Trump, and weaker corporate earnings.

“One of the most common rhetorical bulwarks in the defense of buy and hold investing is to demonstrate the effects of missing the best 10 days in the market, and how that would affect the compounded return to investors,” Cambria Investments manager Meb Faber pointed out in a recent research paper. But, he warns, “This is perhaps one of the most misleading statistics in our profession.”

Here’s why stocks have gone from record-low correlation to extreme highs since October

“We forecast a stable macro environment in the near term, characterized by steady U.S. economic activity and a patient Fed, which we believe has been priced in the market,” Hammond wrote, adding that given the nearly 10% advance staged by the S&P 500 SPX, +0.30%   year to date, U.S. stocks’ rise will be much more subdued for the remainder of the year, creating an environment that requires active stock selection to realize high returns.

Why a stock-market rally has taken hold on Wall Street in February

Stocks are levitating higher on Wall Street, with major benchmarks and a few other market indicators offering signs that a rally that took hold in January may give way to a more lasting uptrend.

The stock-market benchmark, often employed as a proxy for the health of technology and internet-related stocks, on Dec. 21 closed more than 20% below its all-time high set on Aug. 21, meeting the widely accepted definition of a bear market.

U.S. stock futures point to fresh highs for Wall Street on trade-deal optimism

U.S. stock futures indicated major indexes could be headed for fresh highs on Wednesday, after President Donald Trump said he may let a China trade-deal deadline slide if the two sides were making enough progress.

Providing fresh optimism for investors, President Trump said Tuesday that he would allow for flexibility on a the timeline for a deal with China if an agreement looks close. That marked the S&P’s longest sojourn under the key trend line since March 2016, according to the Dow Jones Market Data Group.