How much variance is there around y/y EPS and revenue growth in the Energy Sector ? Here is the historical…
Energy is now just 4.5% of the SP 500 market cap weight, down from a high of 15% in September,…
Last week, the 2020 expected growth rates by sector were noted on the blog here. This week, what has caught…
Source: I/B/E/S by Refinitiv Energy and Basic Materials, as well as Technology – led by Apple – have been the…
Because of the diminished long-terms returns-on-invested-capital and the inability for many commodity companies to build what Mr. Buffett and Morningstar…