The headline continues to be the $64,000 question, regarding SP 500 earnings. The reason the probability for SP 500 earnings bottoming in Q1 ’16 is starting to gain some traction is the action in commodities, and the action in the … Continued
“Fed Model” fans are familiar with the SP 500 earnings yield, since it is the Fed Model calculation that subtracts the 10-year Treasury yield from the Earnings Yield of the SP 500 (calculated by using Thomson’s forward 4-quarter earnings estimate … Continued
All eyes are on the Fed this week, but I’ll be more interested in what comes after i.e. could we be looking at another government shutdown thanks to the debt ceiling ? When Fed Governor Dudley gave a speech at … Continued
Per Thomson Reuters, the forward 4-quarter earnings estimate rose this week to $122.03, from last week’s $122.01. The P.E ratio on the forward estimate is 17.3(x) The PEG ratio is still negative. The SP 500 earnings yield fell to 5.78% … Continued
The Thomson Reuters earnings data I track on an Excel spreadsheet goes back a long way, back to the year 2000, and there are very few periods that are negative, in terms of year-over-year (y/y) earnings growth. Obviously 2008 was … Continued
Per Thomson Reuter’s This Week in Earnings, the “forward 4-quarter” estimate fell this week to $124.37 from last week’s $125.36. The p.e ratio on the forward estimate is now 16(x). The PEG ratio is 2.52(x). The “earnings yield” on the … Continued
Per Thomson Reuters, the “forward 4-quarter” earnings estimate for the SP 500 actually rose $0.02 last week from $118.87 to $118.89. The p.e ratio on the forward estimate is now 15.5(x), while the PEG ratio is 2.50(x), still towards the … Continued
Per ThomsonReuter’s “This Week in Earnings” the SP 500’s forward quarter estimate fell $0.32 this past week to $118.87 from $119.19. The p.e ratio on the forward estimate is now 15.8(x) as of Friday, March 7, 2014. The PEG ratio … Continued
Per ThomsonReuter’s This Week in Earnings, the “forward 4-quarter” earnings estimate for the SP 500 rose $0.02 this week to $115.71. The p.e ratio on the forward estimate rose to 14.6(x). With the SP 500’s 2% rally this week, the earnings … Continued
According to ThomsonReuters, the “forward 4-quarter” earnings estimate for the SP 500 as of Friday, March 22nd, 2013 was $111.88, down from last week’s $111.96 and down exactly $2.00 from the start of the quarter, which actually – in terms of … Continued