Chuck Hill
Chuck Hill
earnings growth percent track
We still think we are on track to see earnings growth of 23 percent for the quarter.
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.
earnings temper
I don't think it's going to temper earnings that much. But it isn't going to be a positive, that's for sure.
economy obviously showing signs slowing third
There are obviously signs the economy is slowing but it's not showing up yet in earnings, and probably won't in the third quarter.
case decline earnings since war worst
But this decline is deeper. You could make the case that this is the worst earnings decline since World War II.
cases following gone loss
But for the following year, they have narrowed the loss and in some cases gone to profitability.
cast earnings quarter season strong
We think a pretty strong earnings season for the quarter is pretty much cast in stone.
companies good next week
We got a lot of companies this week, but it wasn't a good cross-section of industries. Next week is a much better cross-section. But so far, so good.
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.
bad good news slope somewhat worries
The good news is that the recovery's in sight. The bad news is that there's a lot of uncertainty about what the slope of the recovery's going to look like and worries that it'll be somewhat disappointing.
negative people season upset
Every quarter, people get all upset when the pre-announcement season is on and it always has a negative bias. I don't think there is anything to be alarmed about.
correction high learned lessons people rebound september shares since technology
The rebound in the technology shares since September 21 has been huge. I think the valuations are too high again. I don't think people learned their lessons with the correction we had.