Chuck Hill
Chuck Hill
bounce business looking numbers
Utilities are pretty much business as usual. In the aggregate, we see the numbers bounce around some, but this will change. We're still looking at better-than-normal performance.
cast earnings quarter season strong
We think a pretty strong earnings season for the quarter is pretty much cast in stone.
brings good people somewhat
We'll probably get somewhat of an overreaction to the pre-announcements but that will be good because it brings people back to reality.
bigger changing company earnings growth missed news per rate says share
If a company says it's changing its long-term growth rate by 1 percent, that should be bigger news than if it missed its quarterly earnings per share by a penny. But it's not.
earnings temper
I don't think it's going to temper earnings that much. But it isn't going to be a positive, that's for sure.
case decline earnings since war worst
But this decline is deeper. You could make the case that this is the worst earnings decline since World War II.
cases following gone loss
But for the following year, they have narrowed the loss and in some cases gone to profitability.
worse
I would have expected, even without FD, to see more preannouncements this quarter. Things are worse out there.
earnings fourth positive quarter
On the earnings front, there's not much on the positive side. ...The fourth quarter is going to be a disaster.
time
Now we'll see if this time it's going to be different.
afraid community investment modest question recovery slope
Now the big question is what the slope of recovery is going to be. I'm a little afraid it will be more modest than most of what the investment community expects.
companies good next week
We got a lot of companies this week, but it wasn't a good cross-section of industries. Next week is a much better cross-section. But so far, so good.
correction high learned lessons people rebound september shares since technology
The rebound in the technology shares since September 21 has been huge. I think the valuations are too high again. I don't think people learned their lessons with the correction we had.
bad good news slope somewhat worries
The good news is that the recovery's in sight. The bad news is that there's a lot of uncertainty about what the slope of the recovery's going to look like and worries that it'll be somewhat disappointing.