Clients are being told that the shock of this global pandemic (for the SP 500 and the US anyway) was analogous to a car traveling down a highway at 60 miles per hour, and then suddenly having the automatic transmission … Continued
Q3 ’19 financial results will start to be released starting in about three weeks, Let’s take a look at Q3 ’19 EPS and revenue estimates by sector and how they have changed the last 90 days: Consensus SP 500 EPS … Continued
It was the 4th quarter of 2018, where the growth rate started to slow for the SP 500, although we really didn’t get a sense of that until Q4 ’18 earnings reports started in January, 2019. In 2020, the compares … Continued
Well the additional tariffs – if they happen – will impact the forward estimates, but expectations coming into the start of the 2nd quarter earnings in two weeks are really as low as they have been in years. The headlines … Continued
We are just 7 months from the calendar rolling into 2020. The first EPS estimate for 2020 was actually published by I/B/E/S by Refinitiv in early April ’18, but the sector growth rates don’t start to get tracked until the … Continued
Despite the market volatility this week, with the SP 500 falling 2.4% on Monday, May 13th after President Trump’s China tariff tweet, the 2019 and 2020 “bottom-up” EPS estimate “rate of change” again improved, for the 2nd consecutive week. Here … Continued
This graph, which appears weekly on the first page of I/B/E/S by Refinitv’s “This Week’s in Earnings” sometimes tells a better story than the written word, so it is posted this week to show readers that the share-weighted earnings … Continued
First, for the first time in a while, the number of “positive revisions” to SP 500 estimates outnumber “negative revisions: Here’s the data and the graph: The above is a spreadsheet kept weekly on the number of positive and … Continued
Readers who aren’t visually-challenged can see the above Excel spreadsheet, updating the 2019 EPS estimates for the Top 10 Stocks in the Sp 500. Visa (V) has now joined the Top 10, while Bank of America (BAC) has fallen … Continued
CNBC was throwing all these headlines out on Friday, after the February ’19 month-end benchmark results were calculated and it appears that in 2019, the Dow 30, SP 500 and the Nasdaq are all on track for their best start … Continued