Be Prepared for S&P to Hit 350 by June 2010 [View article]
Credit is decreasing we all know that very well, small business credit is decreasing very fast we know that too. However Advanta is no barometer of anything - it is a tiny company on the periphery, at beat another data point.
On the S&P call, I am bearish but not to the extent of 350. I think earnings forecasts for S&P are dire - $46 for 2010 (Top down consensus operating earnings) - translates to a PE of about 20 - ridiculously high. 10x$46 would be 460.
Be Prepared for S&P to Hit 350 by June 2010 [View article]
On the S&P call, I am bearish but not to the extent of 350. I think earnings forecasts for S&P are dire - $46 for 2010 (Top down consensus operating earnings) - translates to a PE of about 20 - ridiculously high. 10x$46 would be 460.