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Marty Chilberg
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I'm a retired CPA who spent the majority of his working career in technology companies. My work included management stints at Atari Inc, Daisy Systems Corp, Symantec Corp and Visio Corp. My last position at Visio (VSIO) was as CFO and VP Finance and Operations.
  • June 2014 Earnings Season: Week Ended July 25 1 comment
    Jul 26, 2014 2:51 PM

    Earnings season is now roughly 50% over with 230 of S&P 500 reported.

    • 75% beat earnings consensus by aggregate of 4.2%
    • Technology and Healthcare continue to show higher revenue and earnings growth. Sector price performance up .73% and .71% respectively.
    • Consumer discretionary appears to be a disconnect. Revenue growth pretty solid this quarter around 4%. Sector price performance continues to be weak down 1.03% last week.

    Economic data

    • Initial jobless claims down 19k in W/E July 19th.
    • Existing home sales up 2.6% sequentially (month).
    • New home sales fell 8.1% sequentially (month).
    Themes: Earnings Season
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  • Marty Chilberg
    , contributor
    Comments (379) | Send Message
    Author’s reply » Interesting earnings tidbit:
    Excluding financials, the S&P earnings growth rate is at 8.5% this quarter. That's the highest level seen over the past 3 years.
    29 Jul, 10:30 AM Reply Like
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