Sheraz Mian Blog | Talkmarkets | Page 1
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 ... more

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EC Positive Revenue Surprises Lag Previous Quarter Levels
Q1's earnings and revenue growth rates are tracking materially above historical periods. Surprises just aren't as numerous.
EC Why Is The Market Unimpressed With Bank Earnings?
It isn’t hard to appreciate the market’s negative reaction to the WFC and C reports, but the post-release weakness in JPM is likely nothing more than a sell-the-news type of mindset.
EC Bank Earnings Finally Taking Off
Banks' last earnings season was messy due to huge one-time charges related to tax changes, but we should see ‘cleaner’ results from this earnings season onward.
Handicapping The Q1 2018 Earnings Season
We are still a few weeks away from big bank earnings results that now serve as the unofficial starting point of the reporting cycle. Officially, however, the reporting cycle has gotten underway, with results from 13 S&P 500 members already out.
EC Q1 Earnings Season To Show Growth Acceleration
The 2018 Q1 earnings season has gotten underway already. We have another 10 S&P 500 members with fiscal quarters ending in February on deck to report such 2018 Q1 results this week, including industry leaders like FedEx, Oracle, Nike and others.
EC What Will Retail Earnings Show?
As of Friday, February 16th, we now have Q4 results from 18 of the 39 retailers in the S&P 500 index. Total earnings for the 18 retailers that have reported already are up +13.1% from the same period last year on +14.6% higher revenues.
EC Market Ignores Impressive Earnings Performance
The market’s headlong plunge has been squarely in the face of an impressive display of earnings power. Not only is an above average proportion of companies beating expectations, but estimates are going up.
EC Earnings Estimates Going Higher
At the halfway point, the picture emerging from the Q4 earnings season is one of strength and momentum.
EC Facebook, Apple, Google And Amazon's Q4 Earnings
The pattern in recent years has been that estimates for the quarter start coming down as we get closer to the reporting season for that quarter. The opposite is the case with the current quarter, with estimates starting to go up in a notable way.
EC Q4 Earnings Season: Strong Growth, But Weak Quality
A lot goes into ‘earnings quality’. But as a general rule, it is reasonable to be wary of a big variance between adjusted and GAAP earnings. Going by this simple rule, you have to question the ‘quality’ of Q4 earnings reports.
EC JPMorgan's Positive Kickoff To Bank Earnings
JPMorgan’s reasonably good quarterly results reconfirm its leadership position and likely provide read-throughs for its peers that are on deck to report results in the coming days.
EC Q4 Bank Earnings Will Be Messy & Noisy
Conventional wisdom tells us that the tax cuts will not only add to the economy’s growth trajectory but also be a boon for corporate earnings.
EC Earnings Boost From The Tax Legislation
Tax legislation currently moving towards a passage in Congress promises many substantive changes in a number of areas, but it will have a big impact on corporate profitability as well, all of it positive.
EC Earnings Growth Accelerates In 2018
Our earnings discussion is typically focused on quarterly results. But we're in an in-between period when Q3 earnings season just ended and Q4 earnings are a few weeks away, so a look at the annual view makes sense.
HH Is It Time To Get Back In Oil Stocks?
Energy stocks have turned around lately, but they have been big-time laggards this year. The sector's travails didn't start this year; it has been struggling since about mid-2014 when oil prices turned south and didn't settle down till early 2016.
EC Have Department Store Stocks Turned The Corner?
The impressive stock market performance of Macy’s, Nordstrom, Kohl’s, J.C. Penney and others over the last three trading sessions would suggest that market participants are starting to see ‘green shoots’ on the horizon for this space.
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