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 plethora of opinions out in the market about Q1 ’18 earnings expectations. the above spreadsheet should give good perspective on sector earnings and revenue growth looking all the way back to 2014. While the financial media focus on … Continued
Here is the chronology of the SP 500 “Earnings Yield” since the week of February 9th, 2018, when the stock market suffered the volatility crash: 4/6/18: 6.22% 3/30/18: 5.99% 3/23/18: 6.11% 3/16/18: 5.75% 3/9/18: 5.69% 3/2/18: 5.88% 2/23/18: 5.75% 2/16/18: … Continued
The SP 500 earnings yield ended Friday, March 23, 2018 at 6.11%, higher than the 6% print on February 9th, 2018. Of course since the week of February 9th, the SP 500 forward estimate has risen from $157.28 to this … Continued
SP 500 Earnings Data by the numbers: (Source TR I/B/E/S “This Week in Earnings” dated 1/19/2018) Fwd 4-qtr est: $151.95 P.E ratio:18.5x PEG ratio: 1.29x SP 500 earnings yield: 5.41% vs last week’s 5.40% Year-over-year growth of forward estimate: +14.31% … Continued
Check the numbers this week: Fwd 4-qtr estimate: $150.32 vs last week’s $147.94 (highly unusual to see this kind of sequential increase) P.E ratio: 18.5x PEG ratio: 1.40x SP 500 earnings yield: 5.40%, vs last weeks 5.39% (despite 3% SP … Continued
CNBC’s Melissa Lee did one of the many CNBC “panel -of-experts” interviews in the last few weeks, (not on the Fast Money show, but during the day), and one of the experts she had on – one of three high-end, … Continued
For “Fed Model” fans, a SP 500 earnings yield of 5.70% with a 10-year Treasury rate of 2.19% continues to indicate that stocks are more reasonably valued than Treasuries, from a relative perspective, but the Fed Model always needs to … Continued
The earlier posts this week on SP 500 revenue growth from Tuesday and Friday continue to reflect the positive revision pattern of higher revisions to expected forward revenue growth at a time when the typical pattern is downward pressure. That’s … Continued
Way back in late, 1999, and early 2000, the SP 500 earnings yield on the SP 500 was roughly 3.3%, using the 1999 actual EPS of the SP 500 of roughly $50 per share, and an SP 500 value of … Continued