Chuck Hill
Chuck Hill
earnings growth revenue slowing
The story on slowing earnings growth and revenue growth is not over.
earnings growth heading market stock
We really thought growth would taper off heading into 2000 and it hasn't. It isn't going to be earnings that prick the stock market bubble.
forecast growth march minus percent technology
We forecast technology as a whole for 11 percent growth as of Jan. 2. As of March 20, it's at minus 7 percent.
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.
companies easy excellent growth last overseas quarter stronger
It's going to be an excellent quarter for earnings. A lot of these companies will have some very easy comparisons over last year, which will help, but stronger growth in the U.S. and overseas is really going to make a difference, as well.
earnings growth percent track
We still think we are on track to see earnings growth of 23 percent for the quarter.
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.
growth half hanging market second
The big thing hanging over the market is what kind of growth we're going to see in the second half of the year.
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.
april expect lower numbers somewhere week
We expect the numbers to be somewhere lower by the week of April 13, when all the (quarterly earnings) announcements will have been made.
certainly looking negative
We certainly think it will end up in negative territory. I think you've got to be looking at 2002 for any recovery.
decline estimate percent reporting
We're doing about what we expected. Going into the reporting season, the estimate were for a decline of 18 percent and we said we thought we'd end up about down 15 but may end up down 16.
almost certainly earnings next turn
Earnings are bottoming out and will almost certainly turn up in the next quarter.
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.