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Market Strategy

Equities - Just Say No

By Gina Sanchez
Aug 4, 2010 6:50:00 PM | Last Updated

CORE OBSERVATIONS

  • Earnings have markets cheering. As of August 4, 2010, 357 companies have reported earnings with 74% reporting positive earnings growth and an average 10.33% better than expected earnings. However, sales on average have reported flat to slightly negative on expectations (-0.76%). Margins expansion explains the rise in earnings growth. Factors such as labor shedding and bottoming out in capacity utilization have supported the expansion. These contributors are unlikely to reoccur in the near term and will likely drag on earnings going into 2011. Without solid sales[...]

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