Amid mounting worries of a slowdown in U.S. corporate earnings growth, our survey of securities analysts’ estimates for the fourth quarter 2018 shows substantial gains over actual results for the comparable quarter in 2017. Once again, the financially strong companies in the Barron’s 400 Index are forecast to outgrow those in the S&P [...]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 have started reporting third-quarter financial results, and so far they have shown mostly impressive growth over year-earlier outcomes. But signs of weakness—predicted declines in year-over-year revenues and per-share earnings—also are in evidence for the first time in this year of a robust U.S. economy. Fortunately, this caveat [...]John A. Prestbo
Second-quarter sales and earnings reports are expected to come on strong—despite some cynics’ assertion that the first quarter would be the high-water mark in year-over-year gains. And once again companies in the Barron’s 400 Index are predicted by securities analysts to out-grow those in the S&P 500 by considerable margins, as shown [...]John A. Prestbo
We have written previously about MarketGrader scores dropping as the Barron’s 400 Index rises. This Diary shows how that happens over time. To set the stage, it’s important to understand how the Barron’s 400 performs relative to the total stock market—which of course includes stocks of all market capitalizations in all industries. [...]John A. Prestbo