Smith Group Research Library
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Research Article 
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Article Date (Descending)
As Bad as it Gets? Economy and MarketsJuly 2019
Market Perspectives (Q2 2019)Market PerspectivesJuly 2019
S&P Earnings Report Update (2Q 2019)Earnings UpdatesMay 2019
Corporate Cash ConundrumFinancial AnalysisApril 2019
Market Perspectives (Q1 2019)Market PerspectivesApril 2019
S&P Earnings Report Update (1Q 2019) - FinalEarnings UpdatesMarch 2019
S&P Earnings Report Update (1Q 2019)Earnings UpdatesFebruary 2019
Market Perspectives (Q4 2018)Market PerspectivesJanuary 2019
S&P Earnings Report Update (4Q 2018)Earnings UpdatesNovember 2018
Market Perspectives (Q3 2018)Market PerspectivesOctober 2018
S&P Earnings Report Update (3Q 2018)Earnings UpdatesAugust 2018
Market Perspectives (Q2 2018)Market PerspectivesJuly 2018
S&P Earnings Report Update (2Q 2018) - InterimEarnings UpdatesMay 2018
Market Perspectives (Q1 2018)Market PerspectivesApril 2018
S&P Earnings Report Update (1Q 2018)Earnings UpdatesFebruary 2018
Market Perspectives (Q4 2017)Market PerspectivesJanuary 2018
S&P Earnings Report Update (4Q 2017)Earnings UpdatesNovember 2017
Market Perspectives (Q3 2017)Market PerspectivesOctober 2017
S&P Earnings Report Update (3Q 2017)Earnings UpdatesAugust 2017
Market Perspectives (Q2 2017)Market PerspectivesJune 2017
S&P Earnings Report Update (2Q 2017)Earnings UpdatesMay 2017
Market Perspectives (Q1 2017)Market PerspectivesApril 2017
Corporate Taxes' Slippery SlopeFinancial AnalysisMarch 2017
S&P Earnings Report Update (1Q 2017) - InterimEarnings UpdatesFebruary 2017
Market Perspectives (Q4 2016)Market PerspectivesJanuary 2017
A Trump EconomyEconomy and MarketsNovember 2016
S&P Earnings Report Update (4Q 2016) - InterimEarnings UpdatesNovember 2016
Market Perspectives (Q3 2016)Market PerspectivesOctober 2016
The Complexities of Index ValuationsEconomy and MarketsSeptember 2016
S&P Earnings Report Update (3Q 2016)Earnings UpdatesSeptember 2016
The Role of Share Buybacks in Earnings GrowthFinancial AnalysisAugust 2016
Market Perspectives (Q2 2016)Market PerspectivesJuly 2016
An Increasingly Correlated World?Economy and MarketsJune 2016
S&P Earnings Report Update (2Q 2016)Earnings UpdatesJune 2016
Market Perspectives (Q1 2016)Market PerspectivesApril 2016
Missing Quarterly Expectations - The Rising PenaltySecurity Selection InputsMarch 2016
S&P Earnings Report Update (1Q 2016)Earnings UpdatesMarch 2016
Is A Decline In Corporate Profits A Precursor To An Economic RecessionEconomy and MarketsFebruary 2016
Market Perspectives (Q4 2015)Market PerspectivesJanuary 2016
Implications of Excess Cash on the Balance SheetFinancial AnalysisDecember 2015
S&P Earnings Report Update (4Q 2015)Earnings UpdatesDecember 2015
Market Perspectives (Q3 2015)Market PerspectivesOctober 2015
S&P Earnings Report Update (3Q 2015)Earnings UpdatesSeptember 2015
Is an Earnings Recession in 2015 Imminent?Economy and MarketsAugust 2015
The Convergence of Growth and Value - UpdateEconomy and MarketsJuly 2015
Market Perspectives (Q2 2015)Market PerspectivesJuly 2015
Fast Growth May Be Hazardous to Your WealthSecurity Selection InputsJune 2015
S&P Earnings Report Update (2Q 2015)Earnings UpdatesJune 2015
Is Stock Volatility More Prevalent During Earnings Season?Risk and Portfolio ConstructionJune 2015
Hedge Fund Alpha Vanishing ActEconomy and MarketsJune 2015
Are Growth & Value Still Converging?Economy and MarketsJune 2015
Staying Energized in the Energy DownturnFinancial AnalysisMarch 2015
S&P Earnings Report Update (1Q 2015)Earnings UpdatesMarch 2015
Earnings Confidence RevisitedSecurity Selection InputsMarch 2015
Is Active Share the Whole StoryRisk and Portfolio ConstructionJanuary 2015
Earnings Quality is Slow Growth KeyFinancial AnalysisJanuary 2015
S&P Earnings Report Update (4Q 2014)Earnings UpdatesDecember 2014
Watching for an Economic TopEconomy and MarketsSeptember 2014
S&P Earnings Report Update (3Q 2014)Earnings UpdatesSeptember 2014
Growing from the TopFinancial AnalysisSeptember 2014
CapEx and The Next LegFinancial AnalysisAugust 2014
S&P Earnings Report Update (2Q 2014)Earnings UpdatesJune 2014
Pulling Back the Curtain on Earnings QualityFinancial AnalysisJune 2014
Finding Unexpected GrowthSecurity Selection InputsJune 2014
The Convergence of Growth and ValueEconomy and MarketsApril 2014
Smith Group Sweet SpotSecurity Selection InputsApril 2014
Is "Better Than Expected" Profitable?Security Selection InputsApril 2014
S&P Earnings Report Update (1Q 2014)Earnings UpdatesMarch 2014
Scratch Below the Surface (GAAP and Non-GAAP Earnings)Financial AnalysisDecember 2013
At the Margin (Interest Expense and Profit Margins)Financial AnalysisDecember 2013
S&P Earnings Report Update (4Q 2013)Earnings UpdatesNovember 2013
Then and Now (Equity Market Structure Post Fin'l Crisis)Economy and MarketsOctober 2013
Strange Trip (A look at Beta)Risk and Portfolio ConstructionOctober 2013
Growth Fastest or Unexpected (Earnings Surprise)Security Selection InputsOctober 2013
S&P Earnings Report Update (3Q 2013)Earnings UpdatesSeptember 2013
The Downside of RiskRisk and Portfolio ConstructionJune 2013
S&P Earnings Report Update (2Q 2013)Earnings UpdatesJune 2013
Inside Return on EquityFinancial AnalysisJune 2013
The Active versus Passive Management Argument ExaminedEconomy and MarketsMarch 2013
Quality ConsiderationsSecurity Selection InputsMarch 2013
No Normal Trends (Earnings Estimates)Security Selection InputsMarch 2013
S&P Earnings Report Update (1Q 2013)Earnings UpdatesFebruary 2013
Comments on the Fiscal CliffEconomy and MarketsJanuary 2013
Micro Matters (Market Cap)Risk and Portfolio ConstructionDecember 2012
Is Underinvestment a Problem (CAPEX)Financial AnalysisDecember 2012
Cash Flow is King (Valuation Metrics)Financial AnalysisOctober 2012
An Eye Offshore (Foreign Sales by US Companies)Financial AnalysisOctober 2012
The Sensitive Side of Markets (Beta)Risk and Portfolio ConstructionJuly 2012
Signal or Noise (Falling Earnings Expectations)Economy and MarketsJuly 2012
Sector VolatilityRisk and Portfolio ConstructionJuly 2012
Global Opportunity (Process)Security Selection InputsApril 2012
Exceeding Expectations (A Peek at Smith Group's Process)Security Selection InputsApril 2012
Is the stock market undervalued? History says YesEconomy and MarketsMarch 2012
The Earnings Quality EdgeSecurity Selection InputsJanuary 2012
At The Margin (Operating Margin Trends)Financial AnalysisJanuary 2012
Two Decades of Pent Up Demand (CAPEX Trends)Financial AnalysisOctober 2011
Stressing Balanced Portfolio ManagementRisk and Portfolio ConstructionOctober 2011
Is Domicile RelevantFinancial AnalysisOctober 2011
Leaving Landmines Behind (Negative Earning Surprise)Security Selection InputsJuly 2011
Elusive Energy Differentiation (Smith Group's View of the Energy Sector)Security Selection InputsJuly 2011
Stock Pickers Rejoice (Correlations)Risk and Portfolio ConstructionApril 2011
Return of the Wishbone Offense (Earnings Surprise)Security Selection InputsApril 2011
A Different Kind of Quality (Earnings Quality)Security Selection InputsApril 2011
Raising the Bar on Earnings SurpriseSecurity Selection InputsJanuary 2010
Corporate Earnings: Its not just a question of quantitySecurity Selection InputsSeptember 2007