Sheraz Mian | TalkMarkets | Page 29
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 To Expect From The Q3 Earnings Season?
Earnings aren’t in the spotlight at present; the market’s focus is justifiably on the Fed which starts its two-day meeting on Wednesday (September 16th).
Q3 Earnings Shaping Up To Be No Better
With respect to Q2, total earnings for these 499 companies are down -2.3% on -3.5% lower revenues, with 65.9% beating EPS estimates and 46.7% coming ahead of top-line expectations.
Market Needs Earnings Catalyst
Beyond the Fed, the market needs confidence in the corporate earnings picture, which has been very sub-par lately. Earnings growth in the Q2 earnings season, which is about to come to an end, was in the negative.
Market's Growth Worries Make Sense
The markets appear to have finally started taking stock of the uncertain global growth picture, with Chinese weakness and the expected Fed lift-off prompting market participants to reassess risks across all asset classes.
Strong Jobs Report To Spur Fed Action
The July jobs report clearly meets the Fed’s threshold of an improving labor market, leaving them with no reason to step back from what they are expected to do at the next meeting in mid-September.
Sizing Up The Retail Sector's Earnings Picture
The Retail sector is the only one where a significant number of Q2 earnings reports are still awaited at this stage. Almost 90% of the S&P 500 members have already reported, though results from more than half of retailers in are still to come.
What's Clouding The Earnings Picture?
The barrage of Q2 reports this week – almost 1200 – should confirm what we have seen already this earnings season: Growth is hard to come by, few companies are able to meet consensus revenue estimates and guidance continues to be on the weak side
Busiest Day Of Q2 Earnings Season
Earnings remain front and center on the busiest day of the Q2 reporting session thus far, with more than 50 S&P members reporting results. A few positive reports notwithstanding, the overall tone is negative.
Q2 Earnings Season: Revenue Weakness Stands Out
This week’s reporting docket represents a blend of bellwethers from different sectors. By the end of this week, we will have seen Q2 results from 37% of the S&P 500 members, with the trends established already getting fully confirmed by then.
Early Verdict On The Q2 Earnings Season
It appears that expectations have come down enough that investors are able to find some reassuring aspects to otherwise underwhelming reports.
Banks In Focus As Q2 Earnings Season Ramps Up
The 2015 Q2 earnings season has gotten underway and the reporting pace picks up this week. Banks are no doubt heavily represented on this week’s reporting docket, but we have plenty of bellwethers from other sectors.
Q2 Earnings Season In The Spotlight With Alcoa's Report
Total earnings for the S&P 500 index are expected to be down -6.7% from the same period last year on -6% lower revenues - a summary picture of Q2 expectations.
Handicapping The Q2 Earnings Season
It’s hard to draw any firm conclusions from the results thus far, but market participants don’t seem to be in a forgiving mood for underperformers.
Three Things To Know About Q2 Earnings Season
Estimates for Q2 came down in the run up to this earnings season prompting market hopes that negative revisions may have gone too far, making it easy for companies to beat but expectations may not be low enough.
Q2 Earnings Season Gets Going
We will get results from more than 30 companies this week, including 7 S&P 500 members.
Looking Ahead To The Q2 Earnings Season
With only a few earnings reports still to come, the Q1 earnings season is essentially over. The focus will shift in the coming days to the 2015 Q2 earnings season, as companies with fiscal quarters ending in May start coming out with results.
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