Posts filed under “Earnings”

Actual vs. Estimated Earnings Growth 2005-2015

Reporting for second quarter earnings are ramping up. Two great informative charts from FactSet show Change in EPS and Estimates vs. Actual Earnings Growth:

 

 

 

Source: FactSet

Category: Earnings, Markets

Long Term Drivers of Economic Growth & Profits

My favorite quarterly chart book is out. These few charts caught my eye:

 

click for much larger charts

 

 
Read More

Category: Earnings, Economy, Markets, Valuation

Is The Only Purpose of a Corporation to Maximize Profit?

I am pleased to introduce to Big Picture readers someone I have known and admired for many years: Bruce Bartlett worked for Congressmen Ron Paul and Jack Kemp, and in the Office of Policy Development in the Reagan White House, and at the Treasury Department for George H.W. Bush. He is now a political independent….Read More

Category: Earnings, Really, really bad calls

Always a ‘Great Quarter, Guys!

It’s Always a ‘Great Quarter, Guys!’ If You’re an Equity Analyst Source: Bloomberg    

Category: Analysts, Earnings

Apple’s Q Reveals the Perils of Earnings Predictions

Apple’s first-quarter earnings were blow-out numbers. Far beyond what anyone forecast, the figures show Apple arguably had the single-greatest quarterly performance in U.S. corporate history. A quick overview: Apple’s net profit of $18 billion is an astonishing gain of 38 percent over the already-huge $13.1 billion in the same quarter last year. (So much for…Read More

Category: Analysts, Earnings, Technology

Look Out Below, fill-in-the-blank edition!

Markets were under intense pressure earlier today, with the Dow Jones Industrial Average down almost 400 points. Most indexes were down 2 percent or so around the globe before recovering some of the losses. As is often the case during big market swings, numerous narratives attempt to explain the causes of the market turmoil. Consider…Read More

Category: Earnings, Economy, Markets

Best earnings growth in three years

 

Continues here

 

Read More

Category: Earnings

Earnings Disappointments vs Stock prices

Source: The Reformed Broker

Category: Earnings, Markets

Rising Revenue + Increased Profits = Bull Rally

click for larger chart     I am off to Maine today for a few days of fishing and economic debate and drinking. Before I go, I wanted to share a chart we pulled together in the office yesterday from the BBRG terminal. It was in response to the usual statement “This rally is driven…Read More

Category: Earnings, Federal Reserve, Valuation

Graphic Language: The Curse of the CEO

I love this article: F-Bombs Tolerated in Recession Cause CEOs Trouble Later It turns out that public profanity among top executives is sensitive to economic conditions, according to a Bloomberg News review of thousands of CEO calls with investors and analysts from 2004 to last month. It spiked in the aftermath of the recession in…Read More

Category: Corporate Management, Earnings, Really, really bad calls