Ed Yardeni made a nice call on expected calendar 2020 SP 500 EPS, estimating $120 – $125, and sure enough the IBES by Refinitiv data has settled in right around $125 for the full 12-months of 2020. The most … Continued
Thanks to David Aurelio and TJ Dhillon at IBES for providing the above data for the trend-watching in y/y growth of Q3 ’20 and Q4 ’20 revenue and EPS for the SP 500. With everyone watching Q2 ’20 – … Continued
The constant focus on SP 500 earnings often overlooks the importance of SP 500 revenue. The same quality analysis of SP 500 earnings by IBES data by Refinitiv, doesn’t always extend to SP 500 revenue. Readers of Refinitiv data reports … Continued
One metric being watched closely the last 6 weeks is the progression in Q2 ’20 revenue expectations. No surprise to readers Q2 ’20 expected revenue growth has been revised lower the last few months. SP 500 revenue grew 5.8% in … Continued
Q1 ’20 SP 500 earnings are going to reflect (probably) a strong January and February, 2020 and then a very weak March, 2020 while the 2nd quarter will / could reflect a very weak April, 2020 and then a slowly … Continued