Previous 10 | Next 10 |
Source: "This Week in Earnings", IBES by Refinitiv To cut right to the chase, the overall "estimated" S&P 500 earnings growth for 2020 fell about 1/2 of 1% in January 2020, which, if we annualize, puts the expected 10% S&P 500 EPS growth rate in 2020 of 10% closer to 4-5% for the c...
Value Investor Update The Dallas Fed reported the 12mo Trimmed Mean PCE which is used in the calculation of the Value Investor Index for the S&P 500. 12mo inflation dipped slightly to 1.96%, which keeps it close to a trend line of 2.00% the past 10yrs. The Value Investor Index ((VII)) ...
Greed And Fear The January 1987 edition of Military Review, a professional journal of the U.S. Army, noted: “Since the mind of the individual soldier has not changed and fear is the crucial factor in the outcome of all battles, tactics must be directed not just against the enemy,...
The "forward 4-quarter estimate" in terms of its 1-year change % or y/y growth looks to have bottomed on November 1 '19. This number has been declining since late September '18 and peaked the week the S&P 500 topped in September '18. Moving steadily higher since November 1st is a big p...
Sign up for Let's Talk ETFs on the podcast platform of your choice to make sure you don't miss an episode: Apple Podcasts Spotify Google Play Stitcher By Jonathan Liss Growth stocks have been on a historic tear over the last decade and change - outperforming ...
This "forward estimate 1-year chg %" continues to tell the right story, thus it will continue to be shown every week, after bottoming the week of 11/1/2019. That +0.06% 1-year change in the forward estimate on 11/1/19 was the smallest print for the metric since early to mid-2016. Although ...
First order of business this week is to relay to readers a note received this past week from John Butters, the FactSet principal behind FactSet's weekly "Earnings Inisight" report. John sent me an e-mail this week, saying that FactSet did not state that 2018's "organic" growth rate for S&...
With 466 of the S&P 500 having reported third-quarter '19 earnings, the earnings season officially ends this coming week when Cisco (CSCO) and Walmart (WMT) report their respective October '19 quarters. The big news this past week was the jump in the 10-year Treasury yield to close Frida...
Q3 '19 financial results will start to be released starting in about three weeks. Let's take a look at Q3 '19 EPS and revenue estimates by sector and how they have changed the last 90 days: Consensus S&P 500 EPS growth estimates by sector: Source: IBES by Refinitiv Consensus ...
By Jonathan Liss The spark for today's conversation was an article that my guest, Victor Haghani , posted to Seeking Alpha back on July 18 of this year titled Smart Beta: The Good, The Bad, And The Muddy . In it Victor helped crystallize some of the issues I myself have been s...