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  • Whisper Number Impact: Earnings Preview For Fiserv, Sirius And Office Depot [View article]
    While we don't mind comments that conflict with or go against what we've written, perhaps a little more insight would be appreciated by readers. All you've stated is that the data is 'way off', and 'we're 'out of touch'. How about backing up those comments? (as it may not be so obvious to all). Why is the data way off (especially considering the average earnings over the past six quarters is only 1 cent)? Why are 'we' out of touch? What are your expectations for earnings? Please elaborate. (Otherwise what you've written doesn't help anyone. And if you're not looking to help others and provide some useful comments, then please save them for the yahoo finance message boards).
    Apr 30 07:36 PM | 1 Like Like |Link to Comment
  • Whisper Number Impact: Apple Expectations Show Confidence [View article]
    See comments from above - if you attack everyone, you have no allies. If you lump everyone into the 'bad guys' you have no outlet. So many jump to conclusions about what we do and how we do it. We've given a voice (in the form of expectations) to investors/traders for fifteen years. No big firm here. WhisperNumber.com is an independent financial research firm. We have no affiliations with investment banks, investment management, or corporate organizations that could compromise our data or analysis. (So no relationships with the bad guys).
    Apr 25 09:03 AM | Likes Like |Link to Comment
  • Whisper Number Impact: Apple Expectations Show Confidence [View article]
    "A lot of people expected a major after-earnings retracment, but it never happened."

    But we weren't those people. We talked about a minor (1%) adjustment followed by more gains.
    Apr 25 09:00 AM | Likes Like |Link to Comment
  • Whisper Number Impact: Apple Expectations Show Confidence [View article]
    Believe it or not we're on the same page - we've been fighting against the lack of credibility of analysts for fifteen years. There is nothing in the article that supports analysts, or bashes Apple in any way. With all due respect, Apple investors are so defensive that they tend to attack any and all that write about the stock. Some are justified, but what we present are basic (though consistent) price movement analysis of an earnings expectation collected from investors and traders just like you. It's not an affront to the stock or its investors/traders. But don't take out your frustrations on those that are actually trying to provide information to help better the system. (Again, we're not perfect, but we're certainly better.)

    And yes, I was as serious about the question regarding selling Apple since it fell short of your expectation. Shouldn't you have been disappointed since they fell short of your expectation? Or do you see the number as just a 'game' per se? Something with really no value? And if that's the case why post the number?

    I ask because we take those expectations very serious. If we (investors/traders) are to take the power away from the analysts that control the mainstream financial media with their meaningless and value less numbers, then we believe your numbers should be the ones that count, and should have value, and should be the ones paid attention to.
    Apr 25 08:59 AM | Likes Like |Link to Comment
  • Whisper Number Impact: Earnings Preview For Sprint, Caterpillar, Praxair, Delta Air [View article]
    Read much? "Since 1998, WhisperNumber.com has been tracking and publishing crowd-sourced estimates for earnings." Not analysts, but registered members (investors and traders) of our website. As for the data collection methodology, and price reaction accuracy, we do have 15 years worth of proven data, plus two independent academic studies supporting the premise. You can read more about that here http://bit.ly/IafkDB.
    Apr 25 08:04 AM | Likes Like |Link to Comment
  • Whisper Number Impact: Earnings Preview For Sprint, Caterpillar, Praxair, Delta Air [View article]
    If you don't like the stock why read about it let alone comment on it? And I'm not sure you understand the 42% positive surprise - it means that they report earnings that top expectations in only 42% of the earnings reports (so they miss expectations in 58% of earnings reports).
    Apr 24 10:00 PM | Likes Like |Link to Comment
  • Whisper Number Impact: Apple Expectations Show Confidence [View article]
    It's one of the reasons we asked for people to post their expectations in the comments section. I think most readers though would like to see more info as to why you expected 12.49 (you mentioned how obvious it was that China was going to be huge, maybe include those comments pre-earnings.) And since Apple missed your expectation, did you expect the stock to fall or rise? Shouldn't you be disappointed they didn't exceed your expectation and therefore be selling?
    Apr 24 07:46 PM | Likes Like |Link to Comment
  • Whisper Number Impact: Apple Expectations Show Confidence [View article]
    That is THE question. Our data focuses on the (what we consider) the lower risk post earnings situation - wait for earnings, see if they beat or miss whisper, and go from there. This will miss out on the after hours price move (lower risk lower reward). For the higher risk pre-earnings situation you have to decide if Apple will beat or miss earnings and take the appropriate position. If they beat and follow historical patterns, you'll see the best returns (both after hours and in the coming weeks). But if you're long and they report earnings short of expectations, you could see some weakness.
    Apr 24 11:44 AM | Likes Like |Link to Comment
  • Whisper Number Impact: Apple Expectations Show Confidence [View article]
    We agree with most of what you are saying. We believe analysts 'analysis' is without value. We believe independent bloggers do a great deal better. We don't like the 'hindsight' reports either, or the 'make up a reason for today's market weakness that was different than the reason for yesterdays market weakness' (insert stock of choice to this statement as well).

    Re: "15 years of proven data. Absolutely spot on. Are you willing to commit to past performance is a guarantee of future performance". Of course not - no one can. But we're not here saying our data is absolute either.

    We have found consistent patterns with certain stocks, and we're presenting historical post earnings price movement analysis that we believe is important to help investors/traders position themselves as best they can.
    Apr 24 08:36 AM | Likes Like |Link to Comment
  • Whisper Number Impact: Apple Expectations Show Confidence [View article]
    The whisper number is a part of the analysis. Last quarter the whisper number was not close to actual, but if you are looking at the more important price movement, we stated "data does indicate decent returns (average 4% to 8%) with a long trade held 30 trading days past earnings." And last quarter AAPL jumped 7.6% following earnings in after hours trading (above average), gave back 2% in one day, then proceeded to add 17% (above average) in thirty trading days. Our data indicates a similar pattern this quarter (if they report earnings above the whisper number). We state in the article, "Historically the after hours move is positive, averaging 3.9%. The stock tends to give up ground over the next 10 to 20 trading days, but the move is very limited (around -1.0%). The stock then sees strength through 30 days (averaging about 6%)."
    Apr 24 08:26 AM | Likes Like |Link to Comment
  • Whisper Number Impact: Apple Expectations Show Confidence [View article]
    We poll the registered users of our website (WhisperNumber.com). Been doing so for 15 years.
    Apr 23 06:11 PM | Likes Like |Link to Comment
  • Whisper Number Impact: Apple Expectations Show Confidence [View article]
    I think you missed the point of the article. The focus is on the price movement following earnings when the company beats or misses the whisper number. If you're not looking to see how you can benefit from stock price movement, what are you looking for? Based on your comment, I'm not sure you read the article, but it did state: "The key to playing Apple earnings, however, is the expected price reaction. Historically the after hours move is positive, averaging 3.9%. The stock tends to give up ground over the next 10 to 20 trading days, but the move is very limited (around -1.0%). The stock then sees strength through 30 days (averaging about 6%)."

    As for the data collection methodology, and price reaction accuracy, we do have 15 years worth of proven data, plus two independent academic studies supporting the premise. You can read more about that here http://bit.ly/IafkDB.
    Apr 23 06:00 PM | Likes Like |Link to Comment
  • Whisper Number Impact: Apple Expectations Show Confidence [View article]
    AAPL analysts are never correct. Apple stock bloggers do a great job. Our data is an expectation and our focus is on the average/expected price movement following earnings.
    Apr 23 05:38 PM | Likes Like |Link to Comment
  • Whisper Number Impact: Earnings Preview For Coca-Cola, Johnson & Johnson And CSX [View article]
    That's a high percentage positive surprise record. Are they just that good at managing expectations or is it all attributable to growth?
    Apr 18 02:42 PM | Likes Like |Link to Comment
  • Whisper Number Impact: Earnings Preview For KB Homes, Guess, Zhongpin [View article]
    KBH will be reporting earnings March 23rd.
    Mar 14 04:47 PM | Likes Like |Link to Comment
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188 Comments
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