Looking at the SP 500 EPS and revenue data in general, the trough in y/y decline in SP 500 EPS and revenue is expected to occur in Q2 ’20. Lots of discussion late last week and early this week … Continued
David Aurelio of Thomson Reuters is very helpful in getting good sector information on the Thomson Reuters IBES data on the 11 SP 500 sectors. David has never failed to deliver when asked a question. Recently this blog asked David … Continued
B.I.G._Tips_-_Nasdaq_100_Epic_Streak (1) With so much investment-related information data, available daily on a plethora of blogs, Twitter, not to mention the mainstream financial media, every week there is just an enormous amount of market-related data to sift through. The above chart … Continued
Per Thomson Reuters, 423 of the SP 500 have posted Q3 ’16 financial results, and regardless of what you hear in the financial media, Q3 ’16 earnings are pretty solid. Q3 ’16 earnings are up 3.9%, Q3 ’16 revenue growth … Continued
The reversal in the Russell 2000 and biotech’s today was pretty significant since these groups have been leading us lower, along with Energy, Basic Materials and Transports. These timely charts posted today by Chris Kimble of Kimble Charting Solutions tell … Continued
Thanks for reading this blog this year. Here is our bullish case for 2016, and here is the biggest worry headed into the last two weeks of 2015, which hasn’t really materialized. We’ll be out with earnings-related blog posts … Continued
Readers know that as a huge fan of Bespoke Research, I like to copy and paste some of their work to this blog as a source of reader enlightenment (hopefully). Yesterday’s Bespoke Key ETF performance recap (dated November 30, 2015), … Continued
The most striking aspect to the SP 500 since July 1 is the performance differential between “Growth” and “Value” within the SP 500 and really, within mid-caps and small caps too. The drubbing biotech took this week may start to … Continued
My two primary sources of earnings information are Thomson Reuters, “This Week in Earnings” and Factset’s “Earnings Insights”. Greg Harrison of Thomson and John Butters of Factset, are two high-quality individuals that are happy to share their earnings data with … Continued
According to Thomson Reuters, “This Week in Earnings”, the forward 4-quarter estimate was $122.56, versus last week’s $123.49. The p.e ratio on the forward estimate is 17(x). The PEG ratio is 29.5(x), or Ex-Energy, just over 3(x) and still elevated. … Continued