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WhisperNumber

 
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  • Whisper Number Impact: How Will Pfizer's Stock Move After Earnings? [View article]
    If you dismiss proven information out of ignorance, do the same...
    Jul 28 09:58 PM | 2 Likes Like |Link to Comment
  • Is Apple Poised To Beat The Whisper Number? [View article]
    Geez, you are one misguided, ignorant and grumpy (old assuming?) man!! (But I'm not sure because you hide behind your username).

    So you say we have short money behind the number, but what proof do you have of that? None, because we don't take positions and never have. In fact, in the article that you still haven't read above, we've indicated the average price move of Apple following earnings is 'positive'. Hmmm...if we're shorting we certainly don't do a very good job of setting it up.

    Then you have faith in 'real' analysts and think they are credible because they provide a name. Here are some names that may ring a bell: Henry Blodget, Mary Meeker, Jack Grubman, Frank Quattrone, Kang Gao, Trent Martin, and John Kinnucan to name a few (and don't forget SAC Capital). These are just a few of the people you defend because they assign a 'name' to their analysis. Good for you, if you like being misled, and losing money, but there are literally thousands on this site and others that would certainly disagree with your staunch defense of these people and their like.

    Here's some more non-data for you regarding your 'good' analysts you love and respect so much: "In short, there isn't anything surprising about earnings surprises. They aren't the exception; they are the rule. "All the numbers are gamed at this point," says James A. Bianco, president of Bianco Research. That little tidbit was cited in the Wall Street Journal. (I know what you're thinking, none of that is true because you didn't say it or think it.)

    You've stated (incorrectly) numerous times that all whispers are higher than consensus. While I am sure someone out there believes what ever you say, whether it be fact or fiction, and that you also believe everything you say, be it fact or fiction, this statement is pure fiction. I gave you the answer before but you just ignored it (I have a feeling even if I showed you everything you asked for you would still ignore and not believe what you see. I know you've never visited our website, and yet you continue to spout so called facts about our business that aren't true. Kind of like complaining about a movie while never having viewed it.) Some of the more popular companies (this quarter) with whispers below the consensus include NFLX, MCD, YHOO, YUM and LUV. And companies yet to report with lower numbers include COH, EMN, AXP, ACI, and PG. So why have you ignored those? Because they don't fit your misleading and ignorant statements? Because you don't do any homework or research? This stuff isn't being hidden anywhere - its available for free at our website.

    And you also stated "I've NEVER seen a whisper number that was in line with consensus - ALWAYS higher". Do you need me to list those or are you finally willing to do your own research? (Here are a few, again all from within the past few weeks: STZ, LSI, TSN, SBUX and SOHU. So again, you're wrong.)

    Now, let me educate you on crowd-sourcing (I know learning something new isn't your strong point but I'll try anyway). The power of crowd-sourcing is in the 'crowd'. It allows for a group of (in this case) earnings expectations to be collected from a diverse group of individuals, and this method has proven quite successful in many fields, including ours. No one individual has power or influence, the community has power as a whole. This actually reduces manipulation by any one individual, and increases accuracy. Once you give power to one individual, then corruption, deception, and manipulation will soon follow (see short list of 'names' above.)

    You're fighting on the wrong side here my friend, and your ideas and perceptions are completely wrong. That aside, whatever I write here will not satisfy you. You're happy only when you disagree or complain or something doesn't fit into your very narrow minded way of thinking (I've been reading your other posts). And no one can ever win an argument against ignorance because no matter the facts you'll always so "I don't believe it" or "I need more".

    So with that I'm done responding, I hope the back and forth has been entertaining for the readers here. Good luck to all in their trading.
    Jul 26 06:19 PM | Likes Like |Link to Comment
  • Is Apple Poised To Beat The Whisper Number? [View article]
    Right back at you person hiding behind the username K1smet
    Jul 25 03:00 PM | Likes Like |Link to Comment
  • Is Apple Poised To Beat The Whisper Number? [View article]
    Again, a company that posts their data without a name attached has no credibility...do you hold the same standards to a person that posts a comment with no name attached? (And you do know we have a website that provides this data well prior to earnings right? I'm sure you've registered and investigated what we do because you're so knowledgeable about us, correct? You do know we're not analysts correct? Of course you do, all the research you've done on us to learn more about us and not look stupid when you post comments...)
    Jul 25 02:43 PM | Likes Like |Link to Comment
  • Whisper Number Impact: How Will Ford's Stock Move After Earnings? [View article]
    Our price movement analysis is based on intra-day price move, not inclusive of pre-market activity.
    Jul 25 08:20 AM | Likes Like |Link to Comment
  • Whisper Number Impact: How Will Ford's Stock Move After Earnings? [View article]
    Not that far off for an average price move expectation.
    Jul 24 04:34 PM | Likes Like |Link to Comment
  • Is Apple Poised To Beat The Whisper Number? [View article]
    So a company that posts their data without a name attached has no credibility...do you hold the same standards to a person that posts a comment with no name attached?
    Jul 24 02:42 PM | Likes Like |Link to Comment
  • Amazon.com's Whisper Number Showing Limited Confidence [View article]
    Not exactly what the historical data shows, but I like the optimism.
    Jul 24 01:14 PM | 1 Like Like |Link to Comment
  • Is Union Pacific Poised To Beat The Whisper Number? [View article]
    Considering they have an 80% positive surprise history I'm guessing they're not expecting a miss either.
    Jul 24 07:40 AM | Likes Like |Link to Comment
  • Whisper Number Impact: How Will Ford's Stock Move After Earnings? [View article]
    Soy, do you have any data (studies or reports) that show 'price movements after earnings have more to do with the guidance'? Do you know of any?
    Jul 24 07:27 AM | Likes Like |Link to Comment
  • Whisper Number Impact: How Will Ford's Stock Move After Earnings? [View article]
    Second point first:
    We don't claim to have discovered a methodology (unless 15 years after the fact you can make such a claim). We don't plug a newsletter. And while we may provide advice, if you define advice as news or information, we certainly are not advising you (assuming you define advising as making a recommendation).

    To address your first point - whatever I provide here will not be enough for you (and I believe whatever I provide at all will not be enough). Statistician? Mathematician? Just out of business school? Either way, here is my answer - read the studies - plenty of formulas and causality for you to pick apart:

    'Conflict in Whispers and Analysts Forecast: Which One Should Be Your Guide' (Financial Decisions Journal)

    Results of this study conclude investor estimates for quarterly earnings (whisper numbers) provide greater returns when used as an investment vehicle, and have a greater impact on stock movement than analysts consensus estimates. Click here to learn more.
    http://bit.ly/1z74dT2

    'Do Bulls and Bears Listen to Whispers' (Financial Decisions Journal)

    A post-earnings announcement drift associated with the market reaction to analyst forecasts errors remains a puzzle. This study suggests that whispers help to explain part of the puzzle. The study examines the market reaction to whispers and analysts in bull and bear markets, and finds that investors listen to whispers in the bull market and whispers help explain the post-announcement drift. Click here to learn more.
    http://bit.ly/1z74dT4
    Jul 24 07:25 AM | Likes Like |Link to Comment
  • Whisper Number Impact: How Will Ford's Stock Move After Earnings? [View article]
    Finally, someone that can appreciate and take some repartee!!
    Jul 23 11:04 PM | Likes Like |Link to Comment
  • Whisper Number Impact: How Will Ford's Stock Move After Earnings? [View article]
    "What makes you think a negative correlation between whisper number beats and price gains aren't just plain random?"

    Perhaps you didn't read the article or view the tables presented. The data is based on analysis of 45 earnings reports. There is a correlation in this sample, and its premise is supported by two academic studies of our entire database (15 years), and the data itself.

    "If you took a thousand names, wouldn't you expect a certain percentage to correlate negatively just by chance?"

    I guess if you took ten names there's always the possibility a certain percentage would correlate negatively by chance, but...see answer above. And with that thought process, what would you need - a million samples, a billion samples? At some point a valid sample is a valid sample, and we're not saying its 100% accurate if that's what you're implying.

    "after all, you're advising me to invest money based on your methodology."

    That is completely wrong. We aren't 'advising' you to do anything. We've presented data and analysis, what you do with it is up to you.
    Jul 23 09:33 PM | Likes Like |Link to Comment
  • AT&T's Whisper Number Indicating Confidence [View article]
    You'll have to point out for me the pomposity and condescension in the article that brought about your original comment.
    Jul 23 08:48 PM | 1 Like Like |Link to Comment
  • AT&T's Whisper Number Indicating Confidence [View article]
    You see, that was an educated and relevant opinion. Stick to those in the future, people will appreciate it more than the regurgitated common data and attempt at humor.
    Jul 23 07:49 PM | 2 Likes Like |Link to Comment
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359 Comments
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