Basically, 495 of the SP 500 have reported Q4 ’16 earnings by now, so we look forward as they say, and the “Forward 4-quarter Growth Rate” continues to push higher. Thomson Reuters I/B/E/S data by the numbers: Forward 4-quarter estimate: … Continued
Typically, there is always one or two data points that jump out from the Thomson or Factset earnings summaries which come out each Friday afternoon. This week, it was noted on page 5 of the Factset Earnings Insight, that Q4 … Continued
Per Thomson Reuters, with 455 of the SP 500 having already reported their Q3 ’16 financial results, SP 500 earnings have grown 4.1% year-over-year, while excluding Energy, the SP 500 earnings have grown +7.7%. This is pretty good earnings growth … Continued
The stock market has long been considered a “leading economic indicator” and is thought to discount SP 500 earnings and economic activity 6 – 9 months forward. If you think back to the Financial / Mortgage Crisis of 2007 – … Continued
Using the Thomson Reuters data, with Q4 ’15 earnings complete for all but 70 SP 500 companies, the year-over-year earnings growth for the SP 500 will be about -1% when the final print is made April ‘1 ’16. For 2016, … Continued
The bullet points shows historical and projected SP 500 dollar estimates and growth rates from 2011 through 2017. 2017 est: $142.82 or +12% y/y EPS growth 2016 est: $126.91 or +8% 2015 est: $117.26 or -1% 2014 actual: $118.78 … Continued
Here is one of my favorite spreadsheets, FCSP500longtermdata, that takes a VERY long-term look at SP 500 earnings, annual returns as well as returns on the 30-year Treasury and the closing yield each year. The reason the spreadsheet was built a … Continued
Perhaps the headline question was phrased incorrectly: maybe a better way to ask the question to investors is, “Is there enough P.E expansion with this SP 500 rally ?” Using the forward 4-quarter estimate published each week by Thomson Reuters, … Continued
With 439 of the SP 500 having reported q4 ’14 earnings per Thomson Reuters, basically 2014 EPS numbers are in the books. One interesting stat that caught my eye, that might give regular readers a glimpse as to how the … Continued
Assuming that the Santa Claus rally started in earnest yesterday, we’ve just finished our 5th correction in the SP 500 in 2014, which is a pretty strong “change of character” for the market since the March, 2009 generational low for the … Continued