Sheraz Mian | TalkMarkets | Page 28
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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Online Retail? You're Talking Amazon
Amazon shares are up more than +100% in the year-to-date period, while Wal-Mart and Macy’s have lost roughly a third of their values in that same time period.
Making Sense Of Retail Sector Earnings
The initial momentum in Retail earnings primarily reflected good results from restaurants and e-tail. The trend has shifted course as more traditional brick-and-mortar operators like Macy’s, Nordstrom and others, have reported results.
Q3 Earnings Season: Revenue Weakness Stands Out
It is hard to characterize this earnings season as anything but weak – the overall growth picture remains challenged.In this reporting cycle, the ratio of companies beating revenue estimates is the lowest that we have seen in the recent past.
Apple's Report Adds To Tech's Earnings Momentum
Apple’s better than expected earnings report follows strong readings from other Tech sector bellwethers like Google’s parent Alphabet, Microsoft and Amazon.
Revenue Weakness Stands Out In Q3 Reports
The Q3 earnings season ramps up in a big way this week, with 436 companies reporting quarterly results, including 114 S&P 500 members. With results from 58 index members already, we'll have seen Q3 results from a third of the S&P 500 by week's end.
Q3 Earnings Season Preview - Saturday, October 10
All the big banks are on this week’s reporting docket, but we have plenty of bellwethers from other sectors as well to give us a good flavor of this earnings season.
Q3 Earnings Season Gets Underway - Saturday, Oct. 3
The Fed and the state of the economy will remain the market’s primary preoccupation through the rest of this year, but this week’s start of the Q3 earning season will put a spotlight on the weak corporate earnings picture as well.
Previewing The Q3 Earnings Season - September 15
We were told earlier this year that the earnings picture will start improving in the back-half of the year and the momentum will accelerate in 2016 and beyond.
Hold-Off On The Lift-Off
Stocks ended the Thursday session lower on the Fed announcement, and the mood doesn’t seem to be getting any better in today’s session. Some folks are saying that the market reaction would have been even worse had the Fed announced the lift-off.
What To Expect From The Q3 Earnings Season?
Earnings aren’t in the spotlight at present; the market’s focus is justifiably on the Fed which starts its two-day meeting on Wednesday (September 16th).
Q3 Earnings Shaping Up To Be No Better
With respect to Q2, total earnings for these 499 companies are down -2.3% on -3.5% lower revenues, with 65.9% beating EPS estimates and 46.7% coming ahead of top-line expectations.
Market Needs Earnings Catalyst
Beyond the Fed, the market needs confidence in the corporate earnings picture, which has been very sub-par lately. Earnings growth in the Q2 earnings season, which is about to come to an end, was in the negative.
Market's Growth Worries Make Sense
The markets appear to have finally started taking stock of the uncertain global growth picture, with Chinese weakness and the expected Fed lift-off prompting market participants to reassess risks across all asset classes.
Strong Jobs Report To Spur Fed Action
The July jobs report clearly meets the Fed’s threshold of an improving labor market, leaving them with no reason to step back from what they are expected to do at the next meeting in mid-September.
Sizing Up The Retail Sector's Earnings Picture
The Retail sector is the only one where a significant number of Q2 earnings reports are still awaited at this stage. Almost 90% of the S&P 500 members have already reported, though results from more than half of retailers in are still to come.
What's Clouding The Earnings Picture?
The barrage of Q2 reports this week – almost 1200 – should confirm what we have seen already this earnings season: Growth is hard to come by, few companies are able to meet consensus revenue estimates and guidance continues to be on the weak side
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