Thomson Reuter’s quick peek at Health Care earnings as of 11/7/16: # of # Earnings Revenue Health Care Cos Rep Surprise Above Match Below Growth Surprise Above Match Below Growth Biotechnology 8 8 2.1% 75% 0% 25% 2.1% 0.5% … Continued
Here is an interesting trend in HealthCare sector earnings growth revisions: Q3 ’17: +12.3% on 10/14 vs +12.0% as of October 1 Q2 ’17: +8.4% as of 10/14 vs +8.3% as of October 1 Q1 ’17: +8.0% as of 10/14 … Continued
In 2015, the “forward 4-quarter” earnings estimate for the SP 500 turned negative in early April ’15 and stayed that way for all of 2015, as rapidly-declining Energy estimates and the strong dollar took its toll on SP 500 earnings. … Continued
If you read Factset’s “Earnings Insight” this weekend (and I highly recommend you read it every weekend), you will see John Butters focused on the “GAAP vs Non-GAAP” earnings debate, which surfaces a few times of year and is usually … Continued
The HealthCare sector has struggled since the August ’15, China-induced, beat down on the major equity indices, which is exactly what typically happens when the market has a decent correction. Biotech stocks, the HealthCare sector, and Apple have been leadership … Continued
In 2011, the SP 500 earnings grew 15% year-over-year, but the SP 500 corrected 20% from the spring through early October, 2011. The p.e compressed from 13(x) to 11(x) from the first week of January, 2011 to the first week … Continued
We were a bit disappointed in the Twitter (TWTR) quarterly earnings release this week, or rather the stock’s reaction to it. We’ve been using Twitter more and more and continue to find great insight and research on the medium from … Continued
The “forward 4-quarter earnings estimate” for the SP 500 slipped to $113.22 last week, from $113.38 the week prior, as the SP 500 rose 0.78% over the last five trading days. The forward p.e ratio is now 14.5(x). The “earnings … Continued
Pfizer reported earnings last week that beat analyst estimates, and was shortly followed by a successful IPO of the animal-health unit Zoetis (ZTS), but as the above chart indicates we sold about 40% or our poistion Monday, February 4th. Pfizer was a great … Continued
According to ThomsonReuters, the “forward 4-quarter” earnings estimate” for the SP 500 this past week slipped to $112.47 from last week’s $113.16, but is still growing at a 5.86% year-over-year rate. The year-over-year growth of the SP 500’s foward estimate … Continued