Q4 ’17 revenue expectations: Energy: +17% Technology: +10% Basic Mat: +9.7% Utilities: +7.6% Industrials: +7.2% Real Estate: +6.4% Cons Disc: +5% Health Care: +4.7% Cons Spls: +4.2% Financials: +2.5% telco: +1.9% SP 500: +6,5% Q4 ’17 earnings expectations: Energy: +123% … Continued
With pending passage of tax reform several of the major Tech sector names were looked at to see what percentage of their outstanding shares could be repurchased with repatriated cash from abroad. Most Technology companies disclose in their Q’s … Continued
Great article by Josh Brown this Sunday, November 25, 2017. This blog post of last weekend hinted at this, but Josh more thoroughly flushes it out. Market breadth is extremely important – ignore it at your own risk. This morning’s … Continued
Source: Morningstar / Ibbotson’s Stocks, Bonds, Bills & Inflation Handbook The 30-year bond data needs to be updated and the Barclay’s data is now being tracked (now Bloomberg Barclays Aggregate)on the spreadsheet. The point of today’s post is simply to … Continued
Thomson Reuters data by the numbers: Fwd 4-qtr est:$142.45 vs last week’s $142.30 P.E ratio: 18.3x PEG ratio: 1.7x SP 500 earnings yield: 5.47% vs 5.52% last week Year-over-year growth of fwd estimate: +10.8% vs last week’s 10.78% Source: This … Continued
CNBC’s Melissa Lee did one of the many CNBC “panel -of-experts” interviews in the last few weeks, (not on the Fast Money show, but during the day), and one of the experts she had on – one of three high-end, … Continued
The Technology sector is now roughly 25% of the SP 500 by market cap. (Not as high as what it was in 1999, early 2000 at 33%, but it’s getting there. ) The Tech sector has returned roughly 32.6%% in … Continued
Late Friday, November 17, 2017 @SentimentTrader posted this to Twitter: Interesting. Will we get the typical seasonal rally into the last 6 weeks of the calendar year ? ———————————————————————————————————- The earnings update will be out Sunday morning, November 19, 2017. … Continued
Reading a good blog this Monday night, it was somewhat surprising to read that this blog author was worried about the flattening yield curve and was avoiding the Financial sector. His reasons were solid, but I think that easier regulation … 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