By the numbers: (Source: Thomson Reuters, “This Week in Earnings”) Forward 4-quarter estimate: $122.09, unchanged from last week P.E ratio: 17.3(x) PEG ratio: (21), or excluding Energy roughly 2(x) SP 500 earnings yield: 5.79%, up from 5.74% last week. Y/Y … Continued
A photo that never ceases to choke me up. The only picture I’ve ever seen reminiscent of this, is JFK Jr. saluting his Dad’s casket and caisson. This woman’s grief is palpable, captured perfectly in one photo that requires no … Continued
If you aren’t reading Bespoke’s research work (http://www.bespokepremium.com/), you are missing out on some excellent and thorough research at a very reasonable price. In their weekly Bespoke Report, the Bespoke research team takes readers through market, economic, sentiment and technical … Continued
By the numbers: The forward 4-quarter SP 500 EPS estimate as of today was $122.09, up slightly from last week’s $122.05, and the first sequential increase in the forward dollar estimate since the first week of April ’15. The P.E … Continued
While contemplating a couple of different blog posts today, Gary Morrow’s post from This Week on Wall Street (TWOWS), pretty much made the decision, as to what to write about tonight. Gary and I know each other from our days … Continued
By the numbers: The forward 4-quarter EPS estimate per Thomson Reuters “This Week in Earnings” was $122.05 this week, versus last week’s $122.17, so the slow drip lower of the forward 4-quarter dollar estimate continues. P.e ratio: 17.4(x) PEG ratio: … Continued
Had some very positive responses to last night’s SP 500 valuation post. Thanks for the comments. A question from Leslie Lammers, CFA, founder of Riverfront Advisors asked about Q1 ’15 Revenue Growth, and what would it look like if broken … Continued
A better title for tonight’s post might be “What is the True Growth Rate of Q1 ’15 SP 500 Earnings ?” since so many look the SP 500’s p.e ratio and draw conclusions from that metric. I asked Greg Harrison, … Continued
Long being fans of Bernie Schaeffer’s technical research and the work produced by Schaeffer’s Investment Research, we noted this chart over the weekend, put out Sunday by Bernie Schaeffer, that is entitled “Chart of the Week” and discusses Bernie’s view … Continued
This weakness in the year-over-year growth rate of the SP 500 forward estimate is worth mentioning, but there is a lot of distortions in earnings in Q1 ’15 given the dollar, Energy, Bank forex write-offs thanks to even more (!) … Continued