Sheraz Mian | TalkMarkets | Page 24
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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Department Stores Disappoint Again
As of Friday, August 11th, we now have Q2 results from 23 of the 42 retailers in the S&P 500 index. Total earnings for the 23 retailers that have reported already are down -1.7% from the same period last year on +6.7% higher revenues,
Q2 Earnings Season Past The Halfway Mark
The Q2 earnings season, which has crossed the half-way mark already, reconfirms the positive earnings picture that emerged as a result of the preceding reporting cycle
Four Takeaways From The Q2 Earnings Season
Earnings reports are front and center this week, with more than 800 companies coming out with quarterly results, including 183 S&P 500 members. Results thus far provide a positive and reassuring view of corporate earnings
Have Bank Stocks Finally Turned Around?
The Zacks Major Banks industry, which includes all the money-center banks and big regionals like JPMorgan and PNC Financial that kick-off the Q2 earnings season for the industry on Friday July 14th, is now up +7%on the year.
Start Of The Q2 Earnings Season
The Q2 earnings season takes the spotlight with quarterly reports from the big banks next week, but companies with fiscal quarters ending in May have been reporting results already and these reports form part of our Q2 tally.
Q2 Earnings Season Preview
We have to wait another few weeks before the Q2 earnings season really takes the spotlight, but the reporting cycle has gotten underway, with results from 11 S&P 500 members already out.
Why Are Large-Cap Stocks Beating Small Caps?
The Q1 earnings season provided all-around strength, as we have been pointing out repeatedly. Not only did growth reach the highest level in over 5 years but it was driven by a cross section of sectors and not concentrated in one area.
The Retail Sector's Q1 Earnings Scorecard
We have Q1 results from 463 S&P 500 members or 92.6% of the index’s total membership. Total earnings for these companies are up +13.4%year over year on +7.3% higher revenues, with 72.6% beating EPS estimates and 65.9% beating revenue estimates.
Not Every Retailer Is Suffering This Earnings Season
It's been the accepted wisdom for a while that it is only a question of time before Amazon mops up traditional brick-and-mortar retailers' every last sales dollar. But not every retailer is suffering the 'Amazon effect'.
Retail Sector's Disappointing Earnings Results
The earnings focus lately has been on the Retail sector, with J.C. Penney becoming the latest department store to follow the lead set by Macy’s, Kohl’s and Nordstrom. These reports reconfirm that these operators needed to reinvent their businesses.
A Positive & Reassuring Earnings Picture In Q1
The Q1 earnings season has turned out to be very good. Not only is growth very strong and the highest in many years, but a bigger proportion of companies have come out with positive surprises, particularly on the revenues front.
The Tech Sector's Strong Earnings Power
Apple will report results after the market’s close on Tuesday, May 2nd.The company is expected to report $2.01 per share on $52.6 billion in revenues, up +5.9% and +4.1% from the year-earlier levels, respectively.
Earnings Growth Accelerates In Q1
With results from almost of a quarter of the index’s total market capitalization already on the books, we have good enough sense of how this earnings season is unfolding.
Q1 Earnings Season Ramps Up - Focus On Banks
Earnings results from the big banks highlight the benefits of diverse revenue streams, with JPMorgan and Citigroup offsetting decelerating loan growth trends with gains from their investment banking businesses.
Can Banks Get Their Mojo Back?
Bank stocks have lost some of their post-election sheen, with the industry lagging the S&P 500 index in the year-to-date period, particularly since the market’s March 1st peak.
Handicapping The Q1 Earnings Season
The Q1 earnings season has gotten underway with earnings reports from 17 S&P 500 members already out. The results thus far are tracking better than what we have been seeing from this same group of 17 index members.
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