Discussion in 'Trading' started by Pa(b)st Prime, Nov 14, 2007.
Can someone post thoughtful analysis on the recent round of earnings announcements?
Double digit YOY numbers surpassed all the lowball estimates so far. Gives them more room to spin surprise results for end of year rally IMO. As I mentioned on an earlier thread, if energy should pull back (which it has), someone needs to make up the slack, and with tech 3rd on the list, it gives Qs a lot more room to run up.
These tax loss selling pullbacks could provide opportunity for the four horsemen type stocks that got shellacked IMO.
Ignoring all the fundamental reasons, I've posted one potential argument why aapl still has juice to run before imploding.
THATS BS. THOMSON SAID WE HAD 0% GROWTH. EVERY SERVICE HAS DIFFERENT #;S. EARNINGS STUNK
Sure there are different numbers being thrown around. No different than GAAP or pro-forma. Zacks does state clearly that net-income growth was horrible (right on the header). However, adding in share repurchases, etc.. the absolute median numbers were double digit.
Here's more metrics... i.e. blended growth per thompson's looks bad
The way I try to look at the picture, however, is which way are the analysts going to spin the numbers into year end?
I'd bet doughnutss to dollars they will latch onto the most positive metrics.
It's their perceptions that are going to garner the headlines on the major news services.
And there are plenty of positive ways to spin the numbers presented thus far IMO.
You're doing "better than expected" in that favorite cat poll thread.
i trust the estimates as much as I trust the CPI or PPI...This whole under promise, over deliver has gotten a bit old.
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