FC-eps estimate revisions With the big banks reporting this week, and a slew of SP 500 components reporting next week, the one data metric tracked each week is the “upward vs downward” estimate revisions within the SP 500. The above … Continued
If you are not a Bespoke subscriber you should be since – for a very reasonable price – you get to read great research every week. (And Paul Hickey never gives discounts – to me anyway- for plugging his product.) … Continued
The expected year-over-year growth rate of the SP 500’s “forward -4-quarter” EPS finally moved over 10%, the first print over 10% since – well – quite a while. A lot of folks are talking about the “tough compares” for the … Continued
Jeff Miller, one of my friends in the business and the excellent ‘Weighing the Week Ahead” and “Dash of Insight” blogger here in Chicago (Jeff’s blog was voted one of the Top 100 Financial blogs in America a few years … Continued
Thomson Reuters data (by the numbers): Fwd 4-qtr est: $137.83 vs last week’s $138.05 P.E ratio: 18x PEG ratio: 1.88x SP 500 earnings yield: 5.51% Year-over-year growth of the fwd estimate: +9.63% vs last week’s +9.69% Source: Thomson Reuter’s “This … Continued
Last week, the continued upward drift in Technology estimates was written about (here), and now this coming week we get Apple’s iPhone 8 announcement / update on Tuesday, and the Oracle’s fiscal Q1 ’18 earnings release on Thursday, September 14th, … Continued
Thomson Reuters data (by the numbers): (Source: “This Week in Earnings” dated 9/1/17): Fwd 4-qtr est: $138.18 P.E ratio: 18(x) PEG ratio: 1.82(x) SP 500 earnings yield: 5.58% vs last week’s 5.67% Year-over-year growth of fwd est: +9.82% vs 9.95% … Continued
“Damn it – don’t ever trust your instincts” – John Cusack as Martin Blank in the all-time-great “Grosse Pointe Blank” Here is a Marketwatch article written by Mark Hulbert on Amazon. I dont know Mark, but while the article might … Continued
There is actually a ton of good data to write about this week, but the content will be doled out in a few separate posts. With WalMart’s earnings report due this coming week, Q2 ’17 earnings come to an unofficial … Continued
Let’s run through the weekly earnings data from Thomson Reuters I/B/E/S: Forward 4-quarter estimate: $138.42 P.E ratio: 17.9(x) PEG ratio: 1.83(x) SP 500 earnings yield: +5.59% Year-over-year growth rate of the forward estimate: +9.75% vs last week’s +9.21% Tracking the … Continued