At breakfast this morning, while perusing John Butter’s weekly Factset missive on Sp 500 earnings, John noted that the expected q4 ’14 earnings growth rate for the key benchmark is now nearing the post-2009 low that we saw in q3 … Continued
Here is the trend in the SP 500’s expected, full-year, 2015 sector earnings growth over three time-frames: Column 1 is as of Friday, January 16th, 2015 Column 2 is as of January 1, 2015 Column 3 is as of October … Continued
The change in expected earnings growth for the Energy sector has been brutal. FCEnergyRtofChange Readers can quickly see how the q4 ’15 compare gets much easier given the drop in crude didn’t start until Sept ’14. For the full year … Continued
We will get to the heart of the matter of the blog post today, and note that, despite the sturm and drang around earnings this past week, Greg Harrison of Thomson Reuters notes in the weekly “This Week in Earnings” … Continued
Per ThomsonReuter’s This Week in Earnings, q4 ’14 SP 500 earnings, which started getting reported this Monday, January 12th, 2015 with Alcoa’s report after the bell, are expecting 4% year-over-year (y/y) growth as it stands right now, even with the … Continued
Bob Lang, of Explosive Options was kind enough to invite me on tonight, January 8th, 2015 at 4 pm central for an “earnings webinar” where we talk about both 2014 actual earnings and 2015’s expected earnings growth and where you … Continued
Although Thomson Reuters didn’t update their data correctly this week, the “forward 4-quarter” estimate saw its typical quarterly bump this week to $126.80 from last week’s $122.85. This isn’t an unusual dollar increase in the forward estimate as we roll … Continued
Weekly SP 500 earnings data won’t come out until tomorrow, January 2nd, 2015, from Thomson Reuters and Factset. Examining the charts this first day of 2015, I happened to look at some of the “growth” and “value” ETF’s. Morningstar has … Continued