Sheraz Mian | TalkMarkets | Page 20
Director of Research at Zacks
Sheraz Mian is the Director of Research at Zacks, in which capacity he leads the 60 analyst equity research team covering over 1,000 stocks, including the entire S&P 500. He oversees the creation of all commentary as well as the various subscription services. He also manages the Zacks Focus ...more

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What Is Weighing On Macy's (M) And Other Department Store Stocks?
The earnings focus shifts to the Retail sector this week as traditional brick-and-mortar retailers come out with their quarterly results. Plus, a look at earnings season so far.
Three Takeaways From The Q1 Earnings Season
With results from more than 77% of S&P 500 members already out and another 60 on deck to report this week, the bulk of the reporting cycle is now behind us. Here are the three trends that are clearly visible this earnings season.
Positive EPS Beats 2nd Highest In 5 Years
Of the 230 S&P members that reported Q1 results through April 26, 79.1% have beaten EPS estimates and 58.7% have beaten revenue estimates.
3 Trends Emerging From The Q1 Earnings Season
We get into the heart of the Q1 earnings season this week with almost 550 companies reporting quarterly numbers, including 144 S&P 500 members.
Earnings Optimism Following Bank Results
The positive results from JPM and WFC have raised hopes that the March-quarter earnings results may not be as bad as many were expecting– even if bank results don’t offer a lot of readthroughs to the broader economy.
Previewing Bank Earnings
JPMorgan and Wells Fargo kick off the Q1 earnings season for the group on Friday, with a host of industry players following suit the following week. In all, we will get Q4 results from more than 20 companies this week, including 6 S&P 500 members.
Earnings Recession Fears Are Exaggerated
With earnings growth expectations for the first quarter of 2019 already in negative territory and estimates for 2019 Q2 moving in that direction as well, there is growing talk of an impending earnings recession.
Soft Start To Q1 2019 Earnings Season
The 11 S&P 500 members that have reported Q1 results are too small a number from which to draw any meaningful conclusions. That said, Q1 growth for these 11 index members is tracking notably below what we had seen in the recent past.
Q1 Earnings Season Gets Underway
The expectation is that earnings will actually decline in Q1, after many quarters of very strong growth. If so, it will be the first earnings decline since the second quarter of 2016.
Previewing Department Store Stock Earnings
The earnings focus lately has been on the Retail sector and this week’s reporting docket keeps the spotlight firmly on the space.
Q4 Earnings Picture Better Than Feared
The market has justifiably breathed a sigh of relief about the picture emerging from the Q4 earnings season - not great, but not as bad as many in the market had feared.
Positive EPS & Revenue Surprises Hard To Come By
We were unimpressed with the Q4 earnings season from the get-go and that initial view has been confirmed by the bigger sample of reports we have seen since then.The overall tone and substance of this earnings season is on the weak side.
Key Takeaways From Q4 Earnings Results Thus Far
The market’s favorable momentum in recent days is likely not a reflection of its happiness with earnings reports, but rather a result of optimism about some of the macro worries that weighed on sentiment in the last quarter of 2018.
Can Earnings Reports Push Bank Stocks Higher?
Bank stocks have been enthusiastic participants in the post-Christmas bounce in the market, but they remained a weak part of the market overall last year. Strong results will give many of these stocks a short-term bump.
The Market's Earnings Uncertainty
Whether we look at the growth picture on a quarterly basis or on a rolling quarter basis, there is no doubt that growth peak is now behind us. The question now is how much estimates for the coming quarters have still to come down.
Earnings Estimates Coming Down
There is plenty to like in the picture emerging from the Q3 earnings season, but some areas of weakness have emerged as well.
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