Sales
Analyzing Large Cap, Mid Cap & Small Cap 2004 Composite Income Statements
2004 earnings very strong but further earnings improvements in 2005 will be largely a function of stronger sales, not any more margin expansions.
Better Top Line Growth Points Toward Improved Bottom Line
Earnings momentum may appear to be slowing, but it is last year’s comparisons that were overstating the results.
Eye On The Consumer
Important pillars of economic bridge until Capex kicks in and business confidence improves. Interest only mortgages-the ticking time bomb debt. U.S. Consumer debt OK compared with other countries but, what happens when interest rates rise?
Unreal Expectations, Unreal Money = Lingering Pain
By Kate Welling - Companies are still acting, by and large, as if they have an inalienable right to spin numbers in whatever direction produces the most pleasing results.
Index Sector Weights and Comparisons With Sales and Earnings
New series compares index industry sector weights with sales and earnings contributions.
S&P 500 Sales and Earnings Trends
Our momentum studies indicate that big cap earnings and sales momentum may be fading. Small cap earnings and sales trends, on the other hand, appear to be stable and maybe even improving.