December 2016

Investor Sentiment on Industrials Tightens and Is Increasingly Cautious; 92% Assert Valuations Are Fair or Overvalued, According to Corbin Research58% expect this quarter's earnings to be in line with consensus while fewer are expecting missesTrends in executive tone have warmed somewhat with nearly half of investors and...

Corbin Advisors Finds 90% of Surveyed Investors Consider Equity Markets Fairly to over ValuedHeading into 3Q16 earnings season, 78% of surveyed investors expect performance to be in line or better than consensus; just 22% expect earnings misses, down from 39% last quarterInvestors largely expect organic growth and margin stabilization...

There have been recent dissertations from well-known financial powerhouses about the negative effects of guidance, essentially encouraging companies to withdraw from issuing quarterly and even annual estimates.While the argument theoretically suggests that this would reduce volatility and shift both corporate and investor focus to the...

Tech Sentiment and Outlooks Stabilizing but We Are Not out of the Woods YetOur quarterly Technology Sentiment Survey reveals tech investors largely exhibit a neutral to bullish sector outlook, expect in-line earnings results and generally anticipate KPIs, including revenue, operating margins and EPS, to remain the same.Tech investors are...