The Earnings Scout

@EarningsScout

Macroeconomic research and the premier provider of earnings trend analysis on the Street

Vrijeme pridruživanja: ožujak 2013.

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  1. Prikvačeni tweet
    19. ruj 2019.

    On 1/4/19, we went on & said the Fed made a mistake to hike rates & it would "break the economy" if it kept tightening. We said if the Fed backed off, EPS ests would stabilize & prices would re-set higher. This is THE story for stocks in 2019!

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  2. 10 co's report after the bell tonight. They are, in order of market cap, QUALCOMM, MetLife, Cognizant Technology, O'Reilly Automotive, AvalonBay Communities, Fox Corporation, Paycom Software, Cincinnati Financial, FMC and Lincoln National.

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  3. Q: How do you know when you are in a bull market? A: "When bad news is good news and good news is great news."

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  4. Overall EPS growth estimates are now starting to fall as the volume of companies reporting has picked up. This is the bad news. The good news is the EPS estimate cuts have not been as severe as they were in the prior earnings season. This is a positive for stock prices.

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  5. This morning, 8 co’s reported bringing the grand total to 274 co’s in the index on the 4Q 2019 clock. Thus far, 71% have topped EPS ests on +4.60% EPS growth and 66% have exceeded their sales ests on +2.98% growth. Earnings, on an aggregate basis, have fallen -1.66%.

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  6. Poništi
  7. 5. velj
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  8. 3. velj

    Think EPS est changes do not matter? Think again. Check out the 15 co’s with the best and the 15 with the worst 1Q20 EPS est revisions among the 227 co’s reporting 4Q19. Notice the difference in their YTD returns.

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  9. 3. velj

    53% of the 227 co’s reporting 4Q19 results had their 1Q20 EPS ests cut afterwards. The avg 1Q20 EPS est chg has been -1.52%. This compares to last quarter when 61% of these same co’s had their next Q EPS ests cut by -2.42%.

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  10. proslijedio/la je Tweet
    3. velj

    That is ... one expensive nap 😅 (via )

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  11. proslijedio/la je Tweet
    2. velj

    Yield curve inverted again. I'd estimate a 90% chance the Fed cuts rates this year (at least once). The Fed doesn't want to leave the curve inverted. And inflation is still below target.

    Prikaži ovu nit
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  12. proslijedio/la je Tweet
    2. velj
    Odgovor korisnicima

    The finance bro remix is Discount Rates rule everything around me imo

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  13. proslijedio/la je Tweet
    1. velj
    Odgovor korisnicima

    Zerohedge is just clickbait! Ask anyone who is a serious money manager about their views on zero hedge and you’ll get your answer about its credibility

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  14. 1. velj

    A couple of yrs ago, tweeted data on that was factually incorrect. I responded to that tweet with accurate data. Instead of defending itself, ZH blocked me. At that point, I realized ZH was not concerned about truth only its biased, negative agenda.

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  15. proslijedio/la je Tweet
    1. velj

    A wall of worry hit the market this week. Weak manufacturing, Europe in recession and CORONAVIRUS. What does this mean for you? What should you do next? TUNE IN TO FIND OUT!

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  16. proslijedio/la je Tweet
    25. sij

    Coronavirus is making waves throughout the markets. What might this mean to the economy, the market and your money? TUNE IN TO FIND OUT!

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  17. proslijedio/la je Tweet
    1. velj
    Odgovor korisnicima

    Actually, I think earnings were peaking with double-digit growth in 2018 leaving an expectation that they could only go down from there. The difference this time appears to be that they are bottoming and there might be an opportunity to see them improve going forward.

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  18. 31. sij

    Which one works this year? The 1st 5 days of trading in 2020 indicated higher stocks prices for the year. Total trading for the month of January though points to lower stock prices this year. Which one will be true?

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  19. 31. sij
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  20. proslijedio/la je Tweet
    31. sij
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