Tag Archives: earnings growth
Earnings Season – So Far, So Good - 04/02/10
Once again earnings are coming in strong as is sales growth for the S&P 500. Unfortunately, the market doesn’t care. But the S&P 500 PE is now coming back from recent high levels thanks to a falling index and rising earnings.
Full StoryWeekly Commentary – Tough Week - 01/02/10
Last week was a bad one but once again the monday effect is lifting markets. In this weekly commentary we take a look at the recent market weakness in context of the early recovery phase of the market.
Full StoryBuying the Banks Ahead of Earnings - 24/10/09
We believe the Canadian banks are well positioned to exceed earnings expectations in similar fashion to last quarter. The yield curve remains very steep which has a positive relationship with earnings growth. Once more, based on current earnings estimates the market is not expecting any earnings growth from the banks.
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