100 Shares Posted April 22, 2015 Share Posted April 22, 2015 Found this when searching for SP500 Earnings Per Share. Thought it was worth sharing. I especially like the EPS estimates versus months prior to actual, thought that was very informative and interesting http://www.crestmontresearch.com/docs/Stock-EPS-Trends.pdf Link to comment Share on other sites More sharing options...
TwoCitiesCapital Posted April 23, 2015 Share Posted April 23, 2015 Thanks for sharing. I enjoy Crestmont's research. I'd like to know more about how they forecast their S&P earnings trend line. Would be interesting to see to determine if I agree with their estimate of earnings. My main concern for this market has become the occurrence of margin compression on top of multiple compression. Margins could compress by 20-25% easily and multiples could also compress 20-25% easily. The two happening in concurrence (a reflexive type movement for you Soros types) would be pretty ugly. I don't know what the trigger will be to set it off, but I think this year has a lot going for it to get the process started. Link to comment Share on other sites More sharing options...
scorpioncapital Posted April 23, 2015 Share Posted April 23, 2015 They should plot a second line on top of this graph - real interest rates. Link to comment Share on other sites More sharing options...
TwoCitiesCapital Posted April 24, 2015 Share Posted April 24, 2015 They should plot a second line on top of this graph - real interest rates. I've never heard of comparing real interest rates to the absolute level of EPS for equities. What would be the reasoning to do such? Link to comment Share on other sites More sharing options...
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