Chuck Hill
Chuck Hill
earnings growth revenue slowing
The story on slowing earnings growth and revenue growth is not over.
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.
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.
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.
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.
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.
deviation expected percent quarter
Any deviation from that 15 percent for the quarter is expected to be lower, not higher.
darn good intel investors job provide tools
Intel is doing a good job with the tools they provide investors and analysts. They're not perfect, but they're darn close.
market meeting move optimistic twist
I think they'll (the Fed) move at the meeting but I think the market is grasping at any straws you can twist into an optimistic story.
results
I think that Q4 results will be terrible.
addition capital consumer current faster memory needed pc products ran running several slowing time upgrade
In addition to a slowing of consumer and capital spending, it may be that current PC products are running out of gas. I haven't even thought about upgrading my PC for several years. You used to have to upgrade all the time because you ran out of memory or needed faster processing.
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.
comments
I think it's going to show up in some comments. I think you will get some comments that (earnings) would have been better if it hadn't been for the euro.
time
Now we'll see if this time it's going to be different.