95 of the Sp 500 companies have reported Q1 ’17 earnings as of Friday, April 21, ’17 per Thomson Reuters I/B/E/S. By the end of this coming week, April 28, ’17, about half the SP 500 will have reported their … Continued
Thomson Reuters I/B/E/S data (by the numbers): Forward 4-quarter estimate: $131.50 vs last week’s $131.95 P.E ratio:17.6(x) PEG ratio: 2.24(x) SP 500 earnings yield: 5.68% Year-over-year growth of the forward estimate: 7.88% vs last week’s 7.71% and still shy of … Continued
Updating this article from the last week of December, 2016 and this article from early, 2017, here is an update to the three favored sectors as Q4 ’16 earnings season began: FC – sectorupwardrev122516 (The spreadsheet is dated 12/25/16, but the … Continued
The top three sectors that are expected to offer strong results with potential “upside surprises” for Q4 ’16: Energy Technology Financials Energy should have the best “upside” in terms of Q4 ’16 earnings growth simply because I suspect the Energy … Continued
“With all thy getting, get understanding” (Proverbs 4:7) My first job real job in the investment business was as a municipal credit analyst back in early 1990 for Clayton Brown & Associates, a small, regional broker-dealer here in Chicago, and … Continued
fc-sectorupwardrev122516 Click on the above Excel spreadsheet to show the three sectors that have seen upward revision to forward earnings growth, at a time when the pattern is usually downward, in terms of the direction of expected earnings growth revisions. … Continued
sector_snapshots_120116_42i-1 – A quick snapshot from Bespoke’s regular Thursday Sector update, shows that Technology is officially oversold. Not a surprise if you’ve been watching the trading action of late. All the FANG stocks, i.e. Facebook, Amazon, Netflix and Google are down … 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
Because yesterday was quarter-end of 9/30/16, and Thomson Reuters cuts off the earnings data as of Thursday night, 9/29/16, the following “By The Numbers” data that will be reported will still be working off the forward 4-quarter estimate of Q3 … Continued
“One Guy” – listening to the Delivering Alpha conference this week with one ear, doing some spreadsheet work, I was really struck by the gloom and doom of just about everyone at the conference. It was depressing to listen to … Continued