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Well, in a word, "yes" which should surprise no one. Back in the early 2000s, while writing for TheStreet, there was a fellow contributor by the name of Jordan Kahn, out of LA (Kahn Asset Management), who I thought was a good writer and investor. Jordan's framework or process involved the an...
This graph, which appears weekly on the first page of I/B/E/S by Refinitv's "This Week's in Earnings," sometimes tells a better story than the written word, so it is posted this week to show readers that the share-weighted earnings (in US dollars) recovery is real, and it shouldn't be too long...
Love this graph IBES by Refinitiv puts at the bottom of the first page of "This Week in Earnings" every week. That's about all you need to know right now: Q1 '19 earnings growth "expectations" were too low, and now that we are seeing actual earnings, the expected growth rate for Q1 '19 is ri...
A focus on the Healthcare sector and historical revenue and earnings growth will come this weekend. The sector has been absolutely crushed the last few weeks. S&P 500 Earnings (by the numbers): Source: I/B/E/S by Refinitiv Fwd four-qtr est: $172.14 vs. last week's $173.14 ...
According to the CME Group's quarterly dividend futures , the rate at which S&P 500 dividends are growing will peak in the current quarter of 2019-Q2, then will go on to decelerate through mid-2020. The deceleration becomes more apparent when we track the trailing twelve-month sum of qu...
Readers who aren't visually challenged can see the above Excel spreadsheet, updating the 2019 EPS estimates for the Top 10 Stocks in the S&P 500. Visa (V) has now joined the Top 10, while Bank of America (BAC) has fallen to 12th place in the S&P 500, and Procter & Gamble (PG) has...
The ProShares UltraPro S&P 500 ETF ( UPRO ) made its run-up back to the 200-day moving average after being down for three days in a row and nearly touching the 100-day moving average. Whether the S&P 500 will be able to continue its uptrend or not from current levels remains to be se...
The S&P 500 (Index: SPX) survived last week's quadruple witching on Friday, 15 March 2019. The last time the S&P 500 was at such a height was back on 9 October 2018, shortly after the market peaked at its record high closing value of 2,930.75 on 20 September 2018, just ahead of anoth...
About 25 years ago, I was a fresh-faced graduate trainee at a leading investment bank in London. One day, my parents dragged me along to a garden party organised by some friends. Once there, I was introduced to the global head of the bank's stock trading business, who must have been a mutual...
Not all profit margin data are created equal. Elga explains why we focus on profit margins in the national accounts data (NIPA) and shares where they appear headed. Earnings are a key driver of equity returns. That's why we care about profit margins, which we expect to fall this year . ...