Maybe a better question for the headline to today’s blog post would have been, “What about the weekly SP 500 earnings data would have given clues to anticipating the Q4 ’18 selloff ? ” To be completely frank with regular … Continued
FC-eps estimate revisions The above spreadsheet is a far bigger data field than needs to be posted, but if you wish to take a look at SP 500 EPS estimate revisions since the 2009 market low, here is the spreadsheet … Continued
After the recent slippage in the forward estimate the last few weeks, a couple readers emailed and noted the decline and made some additional comments about the drop the forward estimate, which from a historical perspective, was almost immaterial. Readers … Continued
With the first quarter expected to end Thursday night, March 29th, 2018, given the stock and bond markets will be closed for Good Friday, the SP 500 could end the first quarter with a negative return despite the large upward … Continued
Longtime readers that pay attention to SP 500 earnings know that the typical pattern for the “forward 4-qtr estimate” is that its high print usually occurs the first week of every quarter as the trailing quarter falls off and the … Continued
Suddenly all the prognosticators are bullish. Individual investor sentiment had risen the last few weeks: Bespoke put out their graph today on investor sentiment: Here is the data: Actual dollar EPS SP 500 SP 500 Y/Y gro Total return … Continued
Q4 ’17 revenue expectations: Energy: +17% Technology: +10% Basic Mat: +9.7% Utilities: +7.6% Industrials: +7.2% Real Estate: +6.4% Cons Disc: +5% Health Care: +4.7% Cons Spls: +4.2% Financials: +2.5% telco: +1.9% SP 500: +6,5% Q4 ’17 earnings expectations: Energy: +123% … 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
Is there a forward earnings curve for the SP 500 ? Id say “yes” although readers need to be careful in the kind of earnings data they review when making investment decisions. There is “bottom-up” data which constitutes the quarterly … Continued
An oft-used analogy for many circumstances, “Waiting For Godot” seems the perfect analogy for the anticipated faster earnings growth from the SP 500, which we have yet to see. My apologies to all, since I haven’t read the play since … Continued