Four Takeaways From This Earnings Season: Consumers, Brexit, FX And Margins

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Rupert Hargreaves
Published on
Updated on

We’re more than halfway through the second quarter earnings season, and so far the figure reported have been relativity upbeat. With substantially all of the companies in the S&P 500 now having reported earnings according to FactSet, 69% have reported earnings above the mean estimate, and 54% have reported sales above the mean estimate. The blended earnings decline is 3.5%.  Analyst Expect S&P 500 Earnings to Sink for Q3 Heading into the earnings season, many analysts were predicting a dismal quarter but many companies have announced results that met or beat consensus expectations. Whether this was a result of lower expectations or…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk