“And then they shelled the Pizza Hut”. A friend from the neighborhood who went to West Point and spent five years in the Army with 6 months in Afghanistan at the Kandahar airfield is polite enough to answer questions about … Continued
This graph, lifted from Chris Kimble Solutions, the great technician out of Cincinnati, show shows the 10-year Treasury yield at a critical juncture. This graph, (I think its from from Charlie Bilello at Pension Partners from Twitter) … Continued
Each quarter, we get the JP Morgan “Guide to the Markets” which I think is chock full of good economic and market data. Dr. David Kelly and the JP Morgan analytical crew do a nice job compiling this 70-odd … Continued
Every 6 weeks the goal is to give readers an update into the various “style box” strategies (large-cap, mid-cap, small-cap, value, growth, etc.) and year-to-date as of Friday, February 16th, 2018, 2018 has started just where 2017 left off … Continued
https://insight.factset.com/record-number-of-sp-500-companies-issuing-positive-eps-guidance-for-2018 The above link may be the best summary of this week’s earnings “action” but Factset notes pointedly that “A record number of SP 500 companies are issuing positive EPS guidance for 2018”. Here is the Thomson Reuters data (by … Continued
Click on the table to enlarge the spreadsheet, but the table shows SP 500 revenue growth – by sector – from the 4th quarter of 2012. As readers can see, SP 500 revenue growth started to accelerate in Q4 … Continued
Given the market action this week, i wondered if Street analysts would pull in their bullishness on forward SP 500 estimates and that absolutely didn’t happen. Here is the Thomson Reuters data by the numbers: Fwd 4-qtr est: $157.28 P.E … Continued
The two most glaring examples are 1994 and 2011. We’ve written about these years before as examples of years where SP 500 earnings growth was strong and yet the SP 500 return for that calendar year was minimal. 1994 was … Continued
This blog post (see link) was written last December, 2017, and given tax reform and the hefty 6% return for the SP 500 in January, 2018, I thought a refresher might be in order. Since Thomson doesn’t publish annual revenue … Continued
Last week, this blog post was shown in order for readers to get a sense for how fast SP 500 earnings were accelerating. With the Thomson Reuters data out this Friday, the 2018 “estimated” SP 500 earnings growth rate is … Continued