bespokeinvest.typepad.com - 11/9/2008
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Below we highlight the current year-over-year growth (or decline) in earnings for the S&P; 500 and its ten sectors in the third quarter. As shown, the Energy sector has seen the best growth at 55.9%, which is 10.6 points better than the expected 45.3% growth at the start of the reporting period. ...
clusterstock.com - 11/3/2008
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clusterstock.com —
GranthamS&Pprofitmargins.png The good news: The S&P 500 is
trading near fair value. The bad news: If the...
current post-bubble low follows previous post-bubble lows, the S&P 500 will probably bottom around 600. First things first, however: Long-term ...
(more)
Likely S&P 500 Bottom: 600, Down 40% From Here
stocksorbonds.blogspot.com - 11/16/2008
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stocksorbonds.blogspot.com —
In 1982, when company earnings were falling rapidly,
it was time to buy stocks. In 1991, when...
... In 2002, when ... You get the drill. It was not time to buy MEI stocks (Materials, Energy or Industrials) but the insuing strength of the other stuff ...
(more)
Earnings Falling -- Time to Buy Stocks
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Words From the (Investment) Wise (11/9/08)
The Big Picture —
... to see earnings decline by 10% at the start of October. Industrials, Utilities, Telecom and Financials have all seen earnings decline in Q3 ‘08 vs. Q3 ‘07. Overall, the S&P 500 has seen earnings decline by 10.5% in Q3 ‘08, which is about twice as bad as was expected prior to earnings season. This decline is all due to the Financial sector, however, and every other sector is faring better than the index as a whole.”
Source: Bespoke, November 3, 2008.
Richard Russell (Dow Theory ...
Words from the (investment) Wise
The Big Picture —
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