With yesterday’s post, the SP 500 earnings data was not posted. SP 500 earnings data (by the numbers): Using forward earnings data: Fwd 4-qtr est: $172.51 vs last week’s $172.90 Fwd PE: 18x Fwd PEG: 43x (will explain this further … Continued
Per IBES 461, of the SP 500 have reported their Q3 ’19 results. We continue to lap toughest quarter of 2018 in terms of quarterly earnings, as Q3 ’18 saw SP 500 EPS grow 28% and SP 500 revenue grow … Continued
Here is our twice-quarterly style box spreadsheet for readers. To preface the content, using iShare ETF’s for style-box returns, Value is clearly outperforming Growth across all market-caps. However, using the Vanguard style-box ETF’s and YTD returns, the Growth style … Continued
Apologies for the condensed spreadsheet but i wanted to show readers the consistency (so far) of expected 2020 SP 500 EPS growth. The expected 10% EPS growth today was 12% last June, versus 10% today. Like the good country … Continued
With 466 of the SP 500 having reported 3rd quarter ’19 earnings, the earnings season officially ends this coming week when Cisco (CSCO) and Walmart (WMT) report their respective October ’19 quarters. The big news this past week was the … Continued
We heard very little about this week’s Ron Baron forecast, where he predicted a 650,000 DJIA in 50 years. The math is simple as Baron detailed it: he assumed a 6.5% average annual return for the Dow 30 for a … Continued
This weekend, the numbers and metrics will be updated for readers, but today, I wanted to show readers how 2020 sector estimates have changed during October ’19. Some management start to give a first pass on how next year will … Continued
According to the Chicago Merc’s fed funds futures contract there is a 98% chance that the new fed funds range will be 1.50% – 1.75% which would obviously be a 25 basis point reduction in the FOMC’s fed funds target. … Continued
Alphabet (GOOGL) reports tonight (Monday, October 28, 2019) after the closing bell with analyst consensus (per IBES by Refinitiv) expecting $12.42 in earnings per share (EPS) on just over $40.3 billion in revenue for expected year-over-year growth of 5% and … Continued
Thanks to Jeff Miller (www.dashofinsight.com) for including this blog in his latest post. Jeff notes that the Friday, 11/1/19 nonfarm payroll report could see 75,000 less jobs thanks to the GM strike. Street consensus is expecting 80,000 to 100,000 “net … Continued