First, let’s get to the SP 500 Earnings metrics missed this weekend: Fwd 4-qtr est: $171.52 vs $171.47 PE ratio: 16.7x PEG ratio: 3.63x SP 500 earnings yld: 5.97% vs. last week’s 6.23% Y/y growth of Fwd est: +4.7% vs … Continued
A reader asked about Sector P.Es a few weeks ago – haven’t updated the above spreadsheet in a few years: Financials – big jump in earnings growth rate, but i do think a lot of that is Berkshire’s gain. … Continued
This blog post (see link) was written last December, 2017, and given tax reform and the hefty 6% return for the SP 500 in January, 2018, I thought a refresher might be in order. Since Thomson doesn’t publish annual revenue … Continued
There has been little mystery to what has worked this year, with the Technology sector within the SP 500 up over 30% on the year and large-cap growth returning in the low 20% range, YTD. This year, not so unusually, … Continued
The big banks start reporting their Q3 ’17 earnings tomorrow, Thursday, October 12th, 2017 and regardless of what the results look like for JP Morgan (JPM), Citigroup (C) or the Friday releases, I do like the sector longer-term for clients … Continued