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WhisperNumber

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  • Whisper Number Impact: Earnings Preview For Intel [View article]
    Only problem is it tends to see a negative price reaction when it tops the whisper.
    Jan 18 08:12 AM | Likes Like |Link to Comment
  • Whisper Number Impact: Earnings Preview For H.B. Fuller [View article]
    Earnings now expected Jan. 17th before market open.
    Jan 16 07:36 PM | Likes Like |Link to Comment
  • Whisper Number Impact: Earnings Preview For Citigroup [View article]
    That article is still pending release by seekingalpha - should be out shortly. $BAC whisper number is $0.14, twelve cents ahead of the analysts estimate. Whisper numbers range from a low of $0.04 to a high of $0.23. BAC has a 54% positive surprise history (having topped the whisper in 25 of the 46 earnings reports for which we have data).
    Jan 16 02:05 PM | 1 Like Like |Link to Comment
  • How To Play The eBay Earnings Announcement [View article]
    While you're on the subject thought I'd add some clarification: the difference between us and the other guys is we track how a stock reacts to beating or missing our whisper number. That's what a trader really wants to know correct? 'Assuming' a stock will see price strength when a company beats a 'number' would be very dangerous. Is there a correlation between eBay beating the EW number and seeing positive price movement? Good question and one that's never been proven or answered. Will their number be more accurate? Possibly. But if the stock does not react as expected (it moves lower when it beats) what good is it?

    Our data is backed by fifteen years and two independent academic published studies showing investor estimates for quarterly earnings (our whisper numbers) provide greater returns when used as an investment vehicle, and have a greater impact on stock movement than analysts consensus estimates.

    In other words expectations move markets. There is a great WSJ article on analysts estimates (the source for EW's whispers) titled Why You Shouldn't Buy Those Quarterly Earnings Surprises (http://on.wsj.com/qZuzOV).

    That's why in our articles here on seekingalpha we write about what happens when a company beats or misses our whisper number expectation (see eBay article http://seekingalpha.co...). Here's the meat of the EBAY article:

    "The average price movement (starting at the next market open) within 10 trading days of all earnings reports is -1.1%. The strongest price movement of +5.6% comes within 30 trading days when the company reports earnings that beat the whisper number, and -3.9% within 10 trading days when the company reports earnings that miss the whisper number. Last quarter, the company reported earnings one cent short of the whisper number. Following that report, the stock realized a 4.0% loss in 20 trading days before turning and seeing a 9% gain in 30 trading days."

    Hope that helps.
    Jan 16 10:41 AM | Likes Like |Link to Comment
  • Whisper Number Impact: Earnings Preview For Amazon.com And Starbucks [View article]
    Ok, I'll bite: show me where in the article "we" "flat out said they would beat on the bottom line".

    Or do I have to wait another six months for a reply?
    Jan 7 01:16 PM | Likes Like |Link to Comment
  • Whisper Number Impact: Earnings Preview For Amazon.com And Starbucks [View article]
    Ok, I'll bite: show me where in the article "we" "flat out said they would beat on the bottom line".
    Jan 5 10:28 AM | Likes Like |Link to Comment
  • Whisper Number Impact: Earnings Preview For Wells Fargo And JPMorgan [View article]
    Probably not considering we never state in any article that "company xyz will beat" or company xyz will miss". If you actually read the article our focus is on post earnings price movement.
    Oct 12 08:32 AM | Likes Like |Link to Comment
  • Whisper Number Impact: Post Earnings Price Movement For Lowe's And Urban Outfitters [View article]
    Our focus is on post earnings price movement, and we look at the correlation between beating/missing expectations after actual earnings are reported. With that said though, our data shows positive price movement whether they (URBN) beat or miss expectations (seeing a stronger price move when they do beat). If your own data leads you to go long, our data supports that.
    Aug 20 03:59 PM | Likes Like |Link to Comment
  • Whisper Number Impact: Earnings Preview For Duke Energy [View article]
    We're surprised you were able to post a comment metal27, considering you do not have the ability to read...
    Aug 2 08:13 AM | Likes Like |Link to Comment
  • Whisper Number Impact: Earnings Preview For Amazon.com And Starbucks [View article]
    You don't appear to understand the 'methodology'. Here is the main point from the article for SBUX: "The strongest price movement of +4.4% comes within thirty trading days when the company reports earnings that beat the whisper number, and -1.3% within thirty trading days when the company reports earnings that miss the whisper number." In other more simplistic terms, beat the whisper see strength, miss the whisper see weakness. SBUX reported earnings last night four cents short of the whisper. The stock is down 10% in after hours trading, and our data shows additional but limited weakness over the next thirty trading days. How does that translate into our 'methodology; missing big time?
    Jul 27 08:22 AM | Likes Like |Link to Comment
  • Facebook: Will Investors 'Like' The Earnings? [View article]
    "If a stock meets earnings expectations and still drops, can that be a good sign?"

    don't think that there is any correlation between a stock topping estimates and seeing strength, or missing and seeing weakness. That's a myth:
    http://seekingalpha.co...
    Jul 26 06:26 PM | Likes Like |Link to Comment
  • Whisper Number Impact: Earnings Preview For Facebook [View article]
    Just a follow up for those that choose not to read the article before making comments: Facebook reported 12 cents, in-line with the analysts estimate and the whisper number. We stated the following: "If the industry has set the tone, Facebook needs to top expectations or face price weakness." They didn't exceed expectations, and the stock is seeing weakness (as expected) in after hours trading.
    Jul 26 04:57 PM | Likes Like |Link to Comment
  • Whisper Number Impact: Earnings Preview For Facebook [View article]
    Yes, it was 7 cents, and ZNGA fell short of that number and the stock fell - but there was much more to that story than just an earnings miss, thus 'extenuating circumstances'. Not sure what you're trying to get at or say.
    Jul 26 04:54 PM | Likes Like |Link to Comment
  • Whisper Number Impact: Earnings Preview For Facebook [View article]
    It does appear that after the IPO fiasco no one trusts this company. And now with the responsibility of reporting 'numbers' (earnings, users, etc), your sentiment is being echoed loudly by many.
    Jul 26 01:57 PM | Likes Like |Link to Comment
  • Whisper Number Impact: Apple's Whisper Showing Confidence [View article]
    You're a walking contradiction: you stated that "AAPL will crush $11.02 by at least a dollar". So by your own standards you are useless.

    Then you compare our short term (within thirty days of earnings) data to six months - apples and oranges, but nice try (I guess).

    Not sure what you're trying to prove but you're failing.

    Read the comment we made located just above yours - then compare it to what's happened with Apples stock price. Then continue to tell us how useless the data is.

    Obviously you're long AAPL, consider the current price a buying opportunity and move on.
    Jul 26 11:21 AM | Likes Like |Link to Comment
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