In the last blog post, both Q2 ’17 and 2017 revenue growth was discussed and the promise was made that Factset data would be forthcoming so readers can compare it to the Thomson Reuters data: Q2 ’17 – which sectors … Continued
Here is what Thomson Reuters and Factset are expecting for Q3 ’16 SP 500 earnings growth as of September 30 ’16: Thomson: -0.5% Factset: -2.1% Per Factset, this could be the 6th straight quarter of negative earnings growth for the … Continued
July ’16 was a good month for the SP 500, with the main benchmark rising 3% – 4%. The Technology sector led the way, rising roughly 7%. ——————————————————————– SP 500 Earnings Data (by the numbers, courtesy of Thomson Reuters): Forward … Continued
Apple’s importance to the overall stock market has long been known, with the stock (AAPL) being roughly a 3% market cap weight in the SP 500 and 1.6% of the SP 500’s total revenue. If we look strictly at the … Continued
Thomson Reuters “This Week in Earnings” and Factset’s “Earnings Insight” are available each week to anyone who wants to have a look at the raw data. This week, with Q1 ’16 almost entirely reported and now companies reporting their May … Continued
Every Friday night, I print out Thomson’s earnings reports, Factset’s data and Bespoke’s Weekly Letter and crawl up at my Saturday-morning breakfast spot with the week’s reading and start to read and highlight what i think will not only be … Continued
If you read Factset’s “Earnings Insight” this weekend (and I highly recommend you read it every weekend), you will see John Butters focused on the “GAAP vs Non-GAAP” earnings debate, which surfaces a few times of year and is usually … Continued
A friend of mine was driving from Chicago to Springfield, Illinois, 4 – 5 years ago, during one of the famous Illinois winter cold-snaps, in his big, honking, 4-door Lexus, and he hit some black ice on I-57 about halfway … Continued
Howard Silverblatt of Standard & Poors hasn’t been referenced on this earnings blog since last Spring ’15 and for that I am solely to blame. Howard’s earnings work is very impressive, and very quantitative (which is great), and there is … Continued
Each week, clients are emailed a”stat of the week” or “chart of the week”, or “graph of the week”. This week, the chart of the week will be shared with blog readers first, before going to clients. This CNBC clip … Continued