The Bespoke Report is – in my opinion – one of the best weekly summaries of market-related, and econ-related and investment-related topics on the Street. Bespoke, founded by Paul Hickey and his team years ago, came out of Laszlo Birinyi’s … Continued
Two items read this week, were a little worrisome: 1.) Liz Ann Sonders, Schwab’s great strategist, posted this to Twitter on Thursday: During most of this secular bull market, sentiment has been a mixed bag with the AAII data … Continued
Personally, Ive always felt that stock markets corrections are like sudden death: you know it’s coming, just not the timing or the form it will take. What will the next stock market correction look like ? Wider Credit Spreads would … Continued
If you are not a Bespoke subscriber you should be since – for a very reasonable price – you get to read great research every week. (And Paul Hickey never gives discounts – to me anyway- for plugging his product.) … Continued
Dr. David Kelly and the JP Morgan research team publish a quarterly “Guide to the Markets” which I’ve always thought was an excellent 70-odd page summary of economics, capital markets, style boxes, and all manner of investment-related information in one … Continued
Thomson Reuters I/B/E/S Data by the numbers: Forward 4-quarter estimate: $131.39 versus $131.50 last week P.E ratio: 18(x) PEG ratio: 2.3(x) SP 500 Earnings Yield: 5.59% vs 5.68% from prior week Year-over-year Growth of Forward estimate: 7.93% vs last week’s … Continued
Updating this article from the last week of December, 2016 and this article from early, 2017, here is an update to the three favored sectors as Q4 ’16 earnings season began: FC – sectorupwardrev122516 (The spreadsheet is dated 12/25/16, but the … Continued
Let’s take a quick look at revisions within the SP 500. fc-eps-estimate-revisions Hopefully this spreadsheet, which has been updated weekly for years, is helpful to readers. Note how just within the last week, 412 of the SP 500 companies have … Continued
Thanks to Thomson’s David Aurelio (and Greg Harrison) for updating this data today. 3 months ago, we posted to this blog SP 500 earnings and revenue estimates “Ex-Energy”. Today, Thomson provided the updated numbers here: FC – SP500exEnergy5516 The bottom line … Continued
The Weekly Earnings Update is already done, but this comment on the Energy sector takes precedence in my opinion in terms of the weekly earnings commentary. There are a couple of reasons I think Energy remains the key to this … Continued