Though the strong economy lifted nearly all boats in the fourth quarter of 2017, the financially fit, growth-oriented companies of the Barron’s 400 Index led the regatta of corporate reports with flags flying. It wasn’t even close, as this “boxscore” shows: Median Reported EPS Vs. Median Reported Revenue Vs. Estimate 4Q 2016 Estimate [...]John A. Prestbo
We are proud to present you with our latest research explorations. In our pursuit of Growth at a Reasonable Price (GARP), MarketGrader takes a systematic bottom-up fundamental approach to analysis of companies and markets, globally.
Companies whose stocks are in the Barron’s 400 Index again are expected to report bigger second-quarter gains in earnings per share and revenue than those in the S&P 500. That’s according to the predictions of securities analysts who follow the companies for investors. The forecast margin of outperformance in per-share earnings isn’t [...]John A. Prestbo
The Barron’s 400 Index companies are expected to post solid gains in both revenue and earnings for the second quarter, according to securities analysts’ forecasts. The sum of per-share earnings estimates for the index components ($415.99) is 6% higher than a year earlier (when more than half weren’t in the index) and 12% more than they [...]John A. Prestbo
No sooner do we wrap up one quarter’s reports on Barron’s 400 Index companies’ earnings and revenue than we must begin another. This time around it is the fourth fiscal quarter of 2013 that has our attention. Prepare for modest. The current estimates call for only smallish increases in per-share earnings and revenues. Of course, we have [...]John A. Prestbo
As the earnings-reporting season winds down for companies in the Barron’s 400 Index, the surprises in per-share profit and revenue reveal some surprises of their own. We saw last week that the surprises are not only unevenly distributed but also are concentrated in a couple of sectors. This week, now that 90% of the Barron’s 400 component [...]John A. Prestbo