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
Meant to publish this earlier this week… Which sectors have improved in terms of Q4 ’15 earnings growth since Jan 1 ’16 ? (First column is expected Q4 ’15 earnings growth as of Feb 9, the second data set is … Continued
With about 60% of the SP 500 having reported Q4 ’15 financial results, SP 500 earnings growth “ex-Energy” is +2.10%, with revenue growth just barely positive at +0.90%. Here is the working spreadsheet, data courtesy of David Aurelio of ThomsonReuters … Continued
With two weeks left in the SP 500 Q4 ’15 earnings reporting season (the quarter end is unofficially thought to conclude with WalMart’s earnings report every quarter), guidance has been ugly, and more importantly the quarterly “Up/Down” revisions tracked courtesy … Continued