Sheraz Mian | TalkMarkets | Page 13
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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Is It Just Easy Comps Giving Us Strong Earnings Growth?
One unique aspect of all current economic and earnings data is the distortion caused by comparisons to last year’s numbers.
Handicapping The Q2 2021 Earnings Season
Positive revisions to estimates is the part of earnings that provides the most convincing fundamental rationale for stocks to build on their values.
Looking Ahead To Q2 Earnings Season
The strong earnings growth in Q1 and the even stronger growth expected in Q2 is reflective of genuine growth in the absolute sense, not just a result of easy comparisons.
Revved Up Auto Sector Earnings Outlook
Looking at Q1 as a whole, total earnings for the S&P 500 index are expected to up +46.7% on +9.5% higher revenues.
Earnings Estimates From Q1 Keep Going Up
The picture emerging from the Q1 earnings season is one of all-around strength and momentum, even though big slices of the economy are still dealing with the pandemic’s impacts.
Earnings Boom For Housing And Construction
Unlike the market’s tepid response to the blockbuster Tech sector results, the post-release stock market reaction has been strongly positive for the Construction stocks.
Navigating The Market As We Look Past The Pandemic
​​​​​​​The stock market’s rebound from last year’s March lows that got a fresh boost from favorable vaccine announcements reflected a best-case scenario for the U.S. economy. The economy enjoyed a strong rebound as +6.4% Q1 GDP growth rate shows.
Big Tech's Best Growth Days May Be Behind It
A big picture view of the ‘Big 5’ players as well as the sector as a whole shows a decelerating growth trend. That said, unlike this ‘quarterly view’, the annual picture shows a lot more stability.
Previewing Big Tech Earnings
Technology stocks have been less than stellar performers this year.
Big Banks Foreshadow The Improving 2021 Earnings Picture
We are off to a great start in the Q1 earnings season.
Looking Ahead To Big Banks' Q1 Earnings
The large money-center banks that will kick-off the 2021 Q1 earnings season for the sector have enjoyed an amazing run this year.
A Very Strong Q1 And 2021 Earnings Picture
The Finance sector is benefiting from easy comparisons to the year-earlier period, but 2021 Q1 earnings are expected to be only -1.3% below the 2019 Q1 level.
What Will Q1 2021 Earnings Season Show?
Looking at quarterly earnings totals or quarterly aggregate net income, instead of year-over-year growth rates, gives us a better appreciation of the pandemic’s earnings impact.
Previewing The Q1 2021 Earnings Season
The expectation is for total S&P 500 earnings to increase +18.5% in Q1 from the same period last year on +5.3% higher revenues.
Where Are We With Small-Cap Earnings?
For the S&P 600 index, we now have Q4 results from 551 companies or 91.7% of the index’s total membership.
Market Shrugs Off Strong Retail Earnings
Only 4% of the S&P500 has yet to report. The traditional retail space will dominate the coming week's line-up, and has also made a strong showing in recent days, though the markets remain unimpressed.
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