Chuck Hill
Chuck Hill
earnings growth heading market stock
We really thought growth would taper off heading into 2000 and it hasn't. It isn't going to be earnings that prick the stock market bubble.
bit despite earnings fourth good growth highest less match negative peak percent pessimism quarter running seen since time
Overall, the quarter is going to be excellent. We think it will match the 23.6 percent earnings growth for the first quarter, which was the highest we'd seen since back in the fourth quarter of 1993. It's going to be a very good quarter for earnings despite all the pessimism here during the peak time of pre-announcements. But pre-announcements are running a little bit less negative than they usually do so I think it's a bit of an over-reaction.
forecast growth march minus percent technology
We forecast technology as a whole for 11 percent growth as of Jan. 2. As of March 20, it's at minus 7 percent.
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 growth revenue slowing
The story on slowing earnings growth and revenue growth is not over.
growth half hanging market second
The big thing hanging over the market is what kind of growth we're going to see in the second half of the year.
companies easy excellent growth last overseas quarter stronger
It's going to be an excellent quarter for earnings. A lot of these companies will have some very easy comparisons over last year, which will help, but stronger growth in the U.S. and overseas is really going to make a difference, as well.
changes companies earnings far fourth gains growth taking third time
There's big changes taking place. By the time we get to the third quarter, most of these companies are going to be significantly in the black, as far as earnings growth goes. And in the fourth quarter, the earnings gains are going to be huge.
beat definitely earnings fourth further maybe negative prospects somewhere
I think we'll probably end up somewhere around negative 4 or negative 5 percent. Some will probably beat expectations, but not many. Down earnings is definitely in the cards, and the prospects of maybe even down earnings further in the fourth quarter.
pain
I think there'll be more pain and suffering.
beginning bit confession disturbing early expect higher negative normal normally number running somewhat
Well, it's still the beginning of the so-called confession season, but it is a little disturbing in that we're running somewhat higher than the normal number of pre-announcements that we would expect this early. And we're running a little bit more negative than we normally do at this early stage.
extremely good
You are going to have extremely good results.
peak takes weeks worse
It always takes a toll. These are the peak weeks for warnings and it's going to be worse than normal, but we probably need a little of that.