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
Here is a longer look at the annual SP 500 EPS prints since 2014: 2018: $148.59: or +12% y/y growth (est. per Thomson Reuters I/B/E/S) 2017: $132.65 or +12% expected y/y growth (est. per Thomson Reuters I/B/E/S) 2016: $118.01 or … Continued
Readers will kept abreast of sector changes and such over the next 6 weeks of the quarter, but really all eyes should be on 2017 SP 500 earnings estimates and the potential impact from not just personal tax rate reductions, … Continued
This weekend, some time was spent looking at how the top 5 stocks in the SP 500 (SPY ETF) looked from an earnings and revenue growth perspective. (See above table – market data as of Friday, August 19th, and earnings … Continued
Per Thomson, we’ll hear from 91 companies this coming week, in terms of 2nd quarter, 2016 earnings releases. Microsoft (MSFT), Intel (INTC) and IBM (IBM) interest me from the “old tech” perspective. Microsoft and IBM are doing a better job … 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 reversal in the Russell 2000 and biotech’s today was pretty significant since these groups have been leading us lower, along with Energy, Basic Materials and Transports. These timely charts posted today by Chris Kimble of Kimble Charting Solutions tell … Continued
A friend of mine was driving from Chicago to Springfield, Illinois, 4 – 5 years ago, during one of the famous Illinois winter cold-snaps, in his big, honking, 4-door Lexus, and he hit some black ice on I-57 about halfway … Continued
Briefing.com has a decent earnings calendar and carries more prospective earnings reports than the SP 500. According to Briefing’s table, 74 companies reported earnings this past week: Beat consensus estimates: 41 Met consensus estimates: 13 Missed consensus est: 20 Here … Continued
Maybe better title’s for this blog post could be, “Why Apple’s Relative Strength is Key to this Market “, or “Could a Fed Policy Change Herald New Stock Market Leadership ?” In 2011 and 2012, the only two stocks you … Continued