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 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.
EC The Tech Sector's Impressive Earnings Power On Display
The blowout Apple (AAPL) report became the latest earnings release that built on the momentum we have been seeing from a diverse cross-section of companies this earnings season. The trend is particularly notable in the Technology sector.
EC All-Around Strength In Q3 Earnings Season
We are past the halfway mark in Q3 earnings with results from 54% of the S&P 500 members. This reporting season has turned out to be very good, further strengthening the narrative of a favorable earnings backdrop over the last few quarters.
EC Three Takeaways From The Q3 Earnings Season
We are in the thick of the Q3 earnings season now, with more than 700 companies soon to release results, including 180 S&P 500 members. With results from 87 S&P 500 members already out we will have crossed the halfway mark by the end of this week.
EC Regional Banks May Do Better Than The Big Banks
The bottom line on bank results is that they aren’t bad, but they aren’t great either. The stocks have responded negatively to the results because they had run up so much ahead of these earnings reports.
Q3 Earnings Season Gets Going
The Q3 earnings season has gotten underway already, with results from 26 S&P 500 members. The total earnings are up +22.5% from the same period last year on +9.4% higher revenues, with 84.6% beating EPS estimates and 84.6% beating revenue estimates.
EC Are Bank Stock Gains Sustainable?
As a group, bank stocks didn’t do much from mid-February through early September. But they have experienced dramatic gains since September 8th, with a number of major bank stocks trading at or near their highs for the year.
Handicapping The Q3 Earnings Season
The Q3 earnings season has gotten underway already, but the market will start paying attention to the reporting cycle the week of October 9th when the big banks start coming out with quarterly results.
EC What Will Be The Rally's Next Catalyst?
Earnings growth in the current and coming quarters may not be as high as what we saw in the first two quarters of the year, but it is nevertheless positive and steadily improving. The improvement is particularly notable on the guidance front.
Q3 Earnings Season Preview - Sunday, September 24
Nike reports results after the market’s close on Tuesday with the sneaker giant expected to earn $0.48 per share on $9.07 billion in revenues, representing a -34.7% decline in EPS on essentially flat revenues relative to the year-earlier period.
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