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 services. He also manages the ... more

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Banks Provide Positive Start To Q3 Earnings Season
Bank stocks have been notable laggards in recent quarters, with market participants preferring the faster growing technology stocks to these seemingly boring companies. Banks are boring, but they have a lot going for them.
Bank Earnings In The Spotlight
Bank stocks have perked up a bit on rising interest rates, but the industry has struggled this year on worries about the shape of the yield curve, trends in loan portfolios and trading volumes and the duration of the current economic cycle.
What Is Keeping Bank Stocks Down?
Finance sector earnings were up +21.5% in the June quarter and the expectation is that growth in the Q3 earnings season will likely be even better. But bank stocks are one of the weakest performers in the market.
EC Q3 Earnings Season Brings Growth Deceleration
Given the ongoing strength in the U.S. dollar, questions about the global economy, and all-around trade uncertainty,estimates for Q3 and beyond may continue coming down.
Has The Earnings Picture Started Weakening?
Strength in corporate earnings has been a key support for the stock market, helping offset worries about issues like trade uncertainty and the Fed outlook. The market will be looking for reconfirmation of earnings strength in the Q3 earnings season.
EC Q3'18 Earnings Season Preview
We have to wait another few weeks before Q3 earnings season really takes the spotlight, but the reporting cycle has gotten underway already. Total Q3 earnings are expected to be up +17.7% from the same period last year on +7.2% higher revenues.
Looking Ahead To Q3 Earnings Season
Given the ongoing strength in the U.S. dollar, questions about the global economy and all-around trade uncertainty, it is possible that estimates for Q3 and beyond continue coming down in the coming days.
EC Strong Retail Sector Earnings Performance
The sector’s Q2 performance compares favorably to historical periods even after we exclude Amazon’s impressive results. We now have Q2 results from 93.4% of the SP500’s total market membership; total earnings for these 467 companies are up 25.5%.
EC Earnings Season Shows Strong Revenue Momentum
Overall growth is steadily moving towards the Q1 level, with all around positive surprises and plenty of momentum on the revenues side.
EC Q2 Earnings Season Showing Strong Revenue Momentum
We are off to a strong start in the Q2 earnings season, with all around positive surprises and plenty of momentum on the revenue side. Importantly, estimates for Q3 and beyond are holding up nicely.
EC Market Unimpressed With Bank Earnings
It isn’t hard to appreciate the market’s negative reaction to the Wells Fargo and Citigroup reports, but the lukewarm reaction to the JPMorgan report is likely reflective of continued weak sentiment for the group.
What's Keeping Bank Stocks Down?
Finance sector earnings were up +25% in 2018 Q1 and the expectation is that growth in the Q2 earnings season, which JPMorgan, Wells Fargo and Citigroup kick off with their results on Friday July 13, will likely be as good.
EC Has Earnings Growth Peaked Already?
Total Q2 earnings are expected to be up +18.5% year-over-year on +7.9% higher revenues, with double-digit earnings growth for 10 of 16 Zacks sectors. This follows +24.6% earnings growth in Q1 on +8.6%, the highest growth in almost 7 years.
Looking Ahead To The 2018 Q2 Earnings Season
The Q1 earnings season turned out to be very strong, with growth reaching a 7 year high and broad-based momentum on the revenue side. The focus will now shift to the Q2 earnings season whose early results will start coming out in the next few days.
Can Retail Stocks Maintain Their Momentum?
The earnings focus shifts to the Retail sector this week as traditional brick-and-mortar retailers come out with quarterly results. In total, we have 125 companies on deck to come out with Q1 results, including 10 S&P 500 members.
EC Is The Earnings Picture Really That Strong?
The narrative about the Q1 earnings season is one of all-around strength. But you wouldn’t see evidence of this strength in the stock market’s recent performance.
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