Smith Group Research Library
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Cantor Smith - US Earnings Update - May 30 2023 - Morgan StanleyEarnings UpdatesJune 2023
Cantor Smith - US Earnings Update - May 30 2023 - UBSEarnings UpdatesJune 2023
Cantor Smith - US Earnings Update - May 30 2023 - Raymond JamesEarnings UpdatesMay 2023
Cantor Smith - US Earnings Update - May 30 2023 Earnings UpdatesMay 2023
Cantor Smith - Global Earnings Update - Mar 31 2023 - UBSEarnings UpdatesMay 2023
Cantor Smith - Global Earnings Update - Mar 31 2023 - Morgan StanleyEarnings UpdatesMay 2023
Market Perspectives - Mar 31 2023 - UBSMarket PerspectivesApril 2023
Cantor Smith - Global Earnings Update - Mar 31 2023 - Raymond JamesEarnings UpdatesApril 2023
Cantor Smith - Global Earnings Update - Mar 31 2023 Earnings UpdatesApril 2023
Market Perspectives - Mar 31 2023 - Morgan StanleyMarket PerspectivesApril 2023
Market Perspectives - Mar 31 2023 - Raymond JamesMarket PerspectivesApril 2023
Market Perspectives - Mar 31 2023Market PerspectivesApril 2023
Smith Group US Earnings Scorecard 1Q23 - Morgan StanleyEarnings UpdatesMarch 2023
Smith Group US Earnings Scorecard 1Q23 - Raymond JamesEarnings UpdatesMarch 2023
Smith Group US Earnings Scorecard 1Q23Earnings UpdatesFebruary 2023
Smith Group Global Earnings Update 1Q23 - Morgan StanleyEarnings UpdatesJanuary 2023
Market Perspectives - Dec 31 2022 - Morgan StanleyMarket PerspectivesJanuary 2023
Smith Group Global Earnings Update 1Q23 - Raymond JamesEarnings UpdatesJanuary 2023
Smith Group Global Earnings Update 1Q23Earnings UpdatesJanuary 2023
Market Perspectives - Dec 31 2022 - UBSMarket PerspectivesJanuary 2023
Market Perspectives - Dec 31 2022 - Raymond JamesMarket PerspectivesJanuary 2023
Market Perspectives - Dec 31 2022Market PerspectivesJanuary 2023
Smith Group US Earnings Scorecard 4Q22 - Raymond JamesEarnings UpdatesNovember 2022
Smith Group US Earnings Scorecard 4Q22Earnings UpdatesNovember 2022
Smith Group Global Earnings Update 4Q22 - UBSEarnings UpdatesNovember 2022
Smith Group Global Earnings Update 4Q22 - Morgan StanleyEarnings UpdatesNovember 2022
Smith Group Global Earnings Update 4Q22 - Raymond JamesEarnings UpdatesOctober 2022
Market Perspectives - Sept 30 2022 - Morgan StanleyMarket PerspectivesOctober 2022
Smith Group Global Earnings Update 4Q22Earnings UpdatesOctober 2022
Market Perspectives - Sep 30 2022 - UBSMarket PerspectivesOctober 2022
Market Perspectives - Sept 30 2022 - CeteraMarket PerspectivesOctober 2022
Market Perspectives - Sep 30 2022 - Raymond JamesMarket PerspectivesOctober 2022
Market Perspectives - Sep 30 2022Market PerspectivesOctober 2022
Smith Grou US Earnings Scorecard 3Q22 - UBSEarnings UpdatesSeptember 2022
Smith Group US Earnings Scorecard 3Q22 - Raymond JamesEarnings UpdatesAugust 2022
Smith Group US Earnings Scorecard 3Q22Earnings UpdatesAugust 2022
Smith Group Global Earnings Update 3Q22 - UBSEarnings UpdatesJuly 2022
Smith Group Global Earnings Update 3Q22 - Morgan StanleyEarnings UpdatesJuly 2022
Market Perspectives - Jun 30 2022 - Morgan StanleyMarket PerspectivesJuly 2022
Smith Group Global Earnings Update 3Q22 - Raymond JamesEarnings UpdatesJuly 2022
Smith Group Global Earnings Update 3Q22Earnings UpdatesJuly 2022
Market Perspectives - Jun 30 2022 - UBSMarket PerspectivesJuly 2022
Market Perspectives - Jun 30 2022 - Raymond JamesMarket PerspectivesJuly 2022
Market Perspectives - Jun 30 2022Market PerspectivesJuly 2022
Smith Group US Earnings Scorecard 2Q22 - UBSEarnings UpdatesMay 2022
Smith Group US Earnings Scorecard 2Q22 - Morgan StanleyEarnings UpdatesMay 2022
Smith Group US Earnings Scorecard 2Q22Earnings UpdatesMay 2022
Smith Group US Earning Scorecard 2Q22 - Raymond JamesEarnings UpdatesMay 2022
Smith Group Global Earnings Update 2Q22 - Morgan StanleyEarnings UpdatesApril 2022
Smith Group Global Earnings Update 2Q22 - UBSEarnings UpdatesApril 2022
Market Perspectives - Mar 31 2022 - Morgan StanleyMarket PerspectivesApril 2022
Smith Group Global Earnings Update 2Q22 - Raymond JamesEarnings UpdatesApril 2022
Smith Group Global Earnings Update 2Q22Earnings UpdatesApril 2022
Market Perspectives - Mar 31 2022 - UBSMarket PerspectivesApril 2022
Market Perspectives - March 31 2022 - Raymond JamesMarket PerspectivesApril 2022
Market Perspectives - Mar 31 2022Market PerspectivesApril 2022
Smith Group US Earnings Scorecard 1Q22 - UBSEarnings UpdatesFebruary 2022
Market Perspectives - Feb 24 2022 - UBSMarket PerspectivesFebruary 2022
Market Perspectives - Feb 24 2022 - Raymond JamesMarket PerspectivesFebruary 2022
Market Perspectives - Feb 24 2022Market PerspectivesFebruary 2022
Smith Group US Earnings Scorecard 1Q22 - Morgan StanleyEarnings UpdatesFebruary 2022
Smith Group US Earnings Update 1Q22Earnings UpdatesFebruary 2022
Smith Group US Earnings Scorecard 1Q22 - Raymond JamesEarnings UpdatesFebruary 2022
Smith Group Global Earnings Update 1Q22 - UBSEarnings UpdatesJanuary 2022
Smith Group Global Earnings Update 1Q22 - Morgan StanleyEarnings UpdatesJanuary 2022
Smith Group Global Earnings Update 1Q22 - Raymond JamesEarnings UpdatesJanuary 2022
Smith Group Global Earnings Update 1Q22Earnings UpdatesJanuary 2022
Market Perspectives - Dec 31 2021 - UBSMarket PerspectivesDecember 2021
Market Perspectives - Dec 31 2021 - Raymond JamesMarket PerspectivesDecember 2021
Market Perspectives - Dec 31 2021 - Morgan StanleyMarket PerspectivesDecember 2021
Market Perspectives - Dec 31 2021Market PerspectivesDecember 2021
Smith Group US Earnings Scorecard 4Q21 - UBSEarnings UpdatesNovember 2021
Smith Group US Earnings Scorecard 4Q21 - Morgan StanleyEarnings UpdatesNovember 2021
Smith Group US Earnings Scorecard 4Q21 - Raymond JamesEarnings UpdatesNovember 2021
Smith Group US Earnings Scorecard 4Q21Earnings UpdatesNovember 2021
Smith Group Global Earnings Update (4Q 2021)Earnings UpdatesOctober 2021
Market Perspectives - Sep 30 2021Market PerspectivesOctober 2021
Smith Group US Earnings Update (3Q 2021)Earnings UpdatesAugust 2021
Smith Group Global Earnings Update (3Q 2021)Earnings UpdatesJuly 2021
Market Perspectives - June 30 2021Market PerspectivesJuly 2021
Smith Group US Earnings Update (2Q 2021)Earnings UpdatesMay 2021
Smith Group Global Earnings Update (2Q 2021)Earnings UpdatesApril 2021
Market Perspectives - Mar 31 2021Market PerspectivesApril 2021
Smith Group US Earnings Update (1Q 2021)Earnings UpdatesFebruary 2021
Smith Group Global Earnings Update (1Q 2021)Earnings UpdatesJanuary 2021
Market Perspectives - Dec 31 2020Market PerspectivesJanuary 2021
Smith Group - A Broken Value-Growth Cycle - Nov 2020Economy and MarketsNovember 2020
Smith Group US Earnings Update (4Q 2020)Earnings UpdatesNovember 2020
Market Perspectives - Nov 5 2020Market PerspectivesNovember 2020
Smith Group Global Earnings Update (4Q 2020)Earnings UpdatesOctober 2020
Market Perspectives - Sep 30 2020 Market PerspectivesOctober 2020
Market Perspectives - Aug 31 2020Market PerspectivesSeptember 2020
Smith Group US Earnings Scorecard (3Q 2020)Earnings UpdatesAugust 2020
Market Perspectives - July 31 2020Market PerspectivesAugust 2020
Smith Group Global Earnings Update (3Q 2020)Earnings UpdatesJuly 2020
Market Perspectives - June 30 2020Market PerspectivesJuly 2020
Market Perspectives - May 31 2020Market PerspectivesJune 2020
Smith Group - Dividend Resilience in a RecessionEconomy and MarketsMay 2020
Smith Group Global Earnings Update (2Q 2020)Earnings UpdatesMay 2020
Smith Group US Earnings Update (2Q 2020)Earnings UpdatesMay 2020
Market Perspectives - April 30 2020Market PerspectivesMay 2020
Market Perspectives - April 20 2020Market PerspectivesApril 2020
Market Perspectives - April 09 2020Market PerspectivesApril 2020
Market Perspectives - April 03 2020Market PerspectivesApril 2020
Market Perspectives - March 31 2020Market PerspectivesApril 2020
Market Perspectives - March 27 2020Market PerspectivesMarch 2020
Market Perspectives - March 20 2020Market PerspectivesMarch 2020
Market Perspectives - March 13 2020Market PerspectivesMarch 2020
Smith Group Market Perspectives - Coronavirus and What We're WatchingEconomy and MarketsFebruary 2020
Smith Group US Earnings Update (1Q 2020)Earnings UpdatesFebruary 2020
Smith Group Global Earnings Update (1Q 2020)Earnings UpdatesJanuary 2020
Smith Group - Europe Prospect or Pariah - Dec 2019Economy and MarketsDecember 2019
Smith Group Global Earnings Update (4Q 2019)Earnings UpdatesNovember 2019
Smith Group US Earnings Scorecard (4Q 2019)Earnings UpdatesNovember 2019
Tariffs, Tweets, and TribesEconomy and MarketsOctober 2019
Does China Really Want a Deal? Economy and MarketsSeptember 2019
S&P Earnings Report Update (3Q 2019)Earnings UpdatesAugust 2019
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