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Let’s think about year-end
Arrival of the second half, naturally I think, sets investors and investor relations people to thinking about year-end. We’re halfway through 2010, so we begin to ask, “What will the outcome of this...
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The balance sheet & all the rest
Legendary value investor Marty Whitman gives a good interview on investing in the October 30 Barron’s. It’s a fun read, if you like to gather wisdom from folks who have been around Wall Street for more...
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Winter weather, Super Bowls & other excuses
While shoveling snow this morning – yet again! – I was thinking about how quick the media are quick to hype the latest “blizzard” or “worst winter since the Ice Age.” But should investor relations...
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IR nightmare: leaking earnings
As the Q2 reporting season winds down, a nightmare scenario for investor relations professionals comes to mind: accidentally leaking your company’s earnings release or M&A announcement by...
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Adding wiggle room to guidance
Are we in recession again? Weak recovery? Heading for Financial Crisis 2.0? No wonder more than a few CFOs and IROs have been wringing their hands over what guidance to provide investors as part of the...
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Metrics are the message
Flipping through the annual report of an oil company I own a few shares in, I skimmed over the usual headline cliches (“proven business model,” “rigorous execution,” “strong results”). As a shareholder...
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One message is better than five
Ken Segall, a creative ad man who worked with Steve Jobs through the heyday of building the Apple brand, has an idea worth considering in investor relations: Minimize your messaging. Segall came up...
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Google gags on Q3 snafu
In the “Things Could Be Worse Department,” an investor relations nightmare struck Google Inc. today: Not only did third-quarter 2012 earnings decline and miss expectations, an unfinished draft of...
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Are stock buybacks overhyped?
Share repurchases aren’t the magic potions some investors and corporate managements think, according to an analysis of Standard & Poor’s 500 companies in the June 2013 Institutional Investor. Stock...
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Is ‘guidance’ all there is?
Providing financial guidance has become so common – NIRI says 76% of public companies offer forward-looking financial guidance – that investor relations professionals don’t stop to think much about it....
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Mind the GAAP – and the perceptions
One of many fond impressions London offers to visitors is the warning “Mind the gap” – a uniquely British way of cautioning subway riders not to trip over, or get their foot stuck in, that space...
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Hillary (or Donald) ate my homework
Ya gotta love it! This just in from today’s Wall Street Journal: If you believe U.S. corporations, Americans are drinking less coffee, eating fewer doughnuts and taking fewer cruises, all because of...
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