Updating this article from the last week of December, 2016 and this article from early, 2017, here is an update to the three favored sectors as Q4 ’16 earnings season began: FC – sectorupwardrev122516 (The spreadsheet is dated 12/25/16, but the … Continued
Long-time readers know this blog tracks the the year-over-year growth rate of the forward SP 500 estimate, which dollar estimate is given weekly by Thomson Reuters I/B/E/S, “This Week in Earnings”. The year-over-year growth rate is my calculation for readers, … Continued
Thomson Reuters I/B/E/S data by the numbers: Forward 4-Quarter estimate: $132.93 vs last week’s $132.75 P.E ratio: 17(x) PEG ratio: 2.5(x) SP 500 earnings yield: 5.85%, vs last week’s 5.84% Year-over-year Growth Rate of Forward Estimate: +6.75%, the highest since … Continued
Here is a longer look at the annual SP 500 EPS prints since 2014: 2018: $148.59: or +12% y/y growth (est. per Thomson Reuters I/B/E/S) 2017: $132.65 or +12% expected y/y growth (est. per Thomson Reuters I/B/E/S) 2016: $118.01 or … Continued
The top three sectors that are expected to offer strong results with potential “upside surprises” for Q4 ’16: Energy Technology Financials Energy should have the best “upside” in terms of Q4 ’16 earnings growth simply because I suspect the Energy … Continued
Moving into January, 2017, here is the Thomson Reuters I/B/E/S data by the numbers: Forward 4-qtr est: $132.73, up from $128.57 last week, and typical with the roll into the new quarter. P.E ratio: 17(x) PEG ratio: 3.5(x) SP 500 … Continued
fc-eps-estimate-revisions We start the weekly SP 500 earnings update, with a spreadsheet showing estimate revisions for – well – a long time. When readers open the spreadsheet, quickly look at three separate groupings: 1.) Note lines 154 – 159, or … Continued
Here was the forecast for Q3 ’16 at the start of Q4 ’16. Per Thomson Reuters, which is my primary earnings data provider, actual Q3 ’16 earnings grew 4.3%, but Ex-Energy, SP 500 earnings grew 7.9%. Pretty good growth. For … Continued