Reader “dmarilley” over on Seeking Alpha asked a good question about a month ago, but it has taken me some time to work through the backlog of articles and client meetings and tasks for the new year to properly address … Continued
Long-time readers know this blog tracks the the year-over-year growth rate of the forward SP 500 estimate, which dollar estimate is given weekly by Thomson Reuters I/B/E/S, “This Week in Earnings”. The year-over-year growth rate is my calculation for readers, … Continued
Thomson Reuters data (by the numbers): Forward 4-quarter growth rate: $128.54 vs last week’s $128.51. Again, unusual to see sequential increases. The typical pattern at this point in quarter is for steady erosion. P.E ratio: 17.5(x) PEG ratio: 3.89(x) SP … Continued
Because yesterday was quarter-end of 9/30/16, and Thomson Reuters cuts off the earnings data as of Thursday night, 9/29/16, the following “By The Numbers” data that will be reported will still be working off the forward 4-quarter estimate of Q3 … 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