FCSP500revgro(qtrly) The above link shows the recent history of SP 500 revenue growth dating back to q1, 2000. Readers get to see the SP 500 over a few cycles, with my comments in the margins. What is fascinating to me … Continued
A little late getting out this week… We are going to start off the Linkfest with a corporate credit topic: the continuing erosion of credit covenants, which will have its biggest impact on the high-yield corporate bond market. Here is … Continued
Per Thomson Reuters, the “forward 4-quarter” estimate of the SP 500 fell last week to $122.97 from the prior week’s $123.04. The P.E ratio on the forward estimate using Friday’s SP 500 close is 16(x), for expected growth of 7% … Continued
http://www.bespokeinvest.com/thinkbig/2014/6/27/first-half-coming-to-an-end.html Click on the above link from Bespoke and you will see all the various returns by asset class for year-to-date, 2014. It would have been helpful to get the data as of Monday night, but as the old saying … Continued
We were fortunate to be invited to a BlackRock “Alts” conference in Chicago last week, presumably the group was in town for the Morningstar throw-down. Mark Peterson, BlackRock’s Director of Investment Strategy and Education led off the 4 presentations with what I thought … Continued
Haven’t done one (Linkfest blog) in a while, and it hasn’t really been missed, so not sure why I’m spending the time this weekend, but here goes: Great blog called “This Week on Wall Street” by Gary Morrow and his … Continued
Per ThomsonReuters, the SP 500 “forward 4-quarter” estimate rose this past week to $123.04, from last week’s $122.96. Using Friday’s close on the SP 500 of 1,962.87, the p.e ratio using the forward estimate is now 15.9(x). The PEG is … Continued
Per Thomson Reuters, the “forward 4-quarter estimate” for the SP 500 rose $0.02 this week to $122.96. The p.e on the forward estimate is now 15.75(x). The PEG ratio remains at 1.85(x). With a forward p.e of roughly 16(x), and estimated … Continued
Per Thomson Reuter’s, “This Week in Earnings” the forward 4-quarter EPS estimate for the SP 500 fell $0.12 last week to $122.94. The p.e ratio on the forward estimate is now 15.9(x). The PEG ratio using the forward estimate is … Continued
http://www.reuters.com/article/2014/03/05/iraq-oil-idUSL6N0M22P120140305 http://fuelfix.com/blog/2014/05/14/expert-white-house-likely-to-lift-oil-export-ban/ Energy is about 10% – 11% of the SP 500 by market cap. The sector p.e is roughly 16(x) forward earnings, with expected growth of 9.7% this year and 6.3% next year. Per Bespoke, about 90% of the … Continued