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
For many weeks of the quarter, SP 500 earnings discussions are bland and droll: outside of the weekly number updates, there is often little remarkable or out of the ordinary that is interesting. This week however, the “Forward 4-quarter SP … 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
In this weekend’s SP 500 Earnings Update, readers were told I’d get the history of the SP 500 from Thomson Reuters on SP 500 earnings growth “ex-Energy” and David Aurelio from Thomson Reuters was kind enough to provide the attached spreadsheet … 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