EPS Growth
Disecting The Capital Indices
Identifying and comparing important characteristics of the broad sectors of the S&P 500.
Earnings Momentum Excluding Energy: Energy’s Boost To Become A Drag?
Energy sector earnings growth has helped keep overall S&P earnings advancing at a relatively strong rate. Growth would be about 9% to 10% below reported growth if Energy stocks were excluded.
Assessing The Cycle….Putting Today’s Growth Into A Historical Context
Within the current cycle, the stock market recovery is mature, but based on the average post WWII recovery could still have some upside (S&P 500 to 1400?). Currently, earnings growth is well beyond historical averages, but the economic expansion is below the norm.
Sector Spotlight: Health Care Watch
The near term is becoming more uncertain for Health Care stocks, as HC groups have experienced an erosion in GS Score strength.
Earnings By Sector - Looking For EPS Growth In 2004
ComparIng earnings growth and estimates from Q1 2004 to those at the end of 2003.
Earnings By Sector - Looking For EPS Growth In 2004
Earnings momentum still strong. Q4 reported S&P 500 earnings came in stronger than expected and 2004 estimates boosted to $60.00 (up 22%) after recording a 78% increase in 2003.