Chuck Hill
Chuck Hill
almost certainly earnings next turn
Earnings are bottoming out and will almost certainly turn up in the next quarter.
add earnings estimates last number percent
Of the 59 percent of the S&P 500 that has reported, earnings are down 18.1 percent. If we add that number to estimates for the rest, we're down 22.2 percent from last year.
earnings growth revenue slowing
The story on slowing earnings growth and revenue growth is not over.
earnings focus judgment short term
Quarterly earnings are still made up to be too important, in my judgment. There's too much focus on the short term by far.
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.
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.
earnings month next picture
At least for the next month or two, the earnings picture is going to be pretty dismal.
changes companies earnings far fourth gains growth taking third time
There's big changes taking place. By the time we get to the third quarter, most of these companies are going to be significantly in the black, as far as earnings growth goes. And in the fourth quarter, the earnings gains are going to be huge.
earnings growth percent track
We still think we are on track to see earnings growth of 23 percent for the quarter.
bit despite earnings fourth good growth highest less match negative peak percent pessimism quarter running seen since time
Overall, the quarter is going to be excellent. We think it will match the 23.6 percent earnings growth for the first quarter, which was the highest we'd seen since back in the fourth quarter of 1993. It's going to be a very good quarter for earnings despite all the pessimism here during the peak time of pre-announcements. But pre-announcements are running a little bit less negative than they usually do so I think it's a bit of an over-reaction.
beat definitely earnings fourth further maybe negative prospects somewhere
I think we'll probably end up somewhere around negative 4 or negative 5 percent. Some will probably beat expectations, but not many. Down earnings is definitely in the cards, and the prospects of maybe even down earnings further in the fourth quarter.
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.
cast earnings quarter season strong
We think a pretty strong earnings season for the quarter is pretty much cast in stone.