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- Variant Perceptions and Betting Against the Consensus
- I told [a summer intern] that ideally he should be able to tell me, in two minutes, four things: 1) the idea; 2) the consensus view; 3) his variant perception; and 4) a trigger event. No mean feat. In those instances where there was no variant perception -- that is,...
- Blog posts 2007-11-14
- When Do You Need Consensus?
- A while back, a reader pointed out that consensus was a more complex issue than perhaps I had portrayed in my first post -- Forget What You Learned in Grade School: Five Teamwork Myths. After much soul searching and a reminder that the reader is always right, I came to...
- Blog posts 2007-09-14
- Earnings Preview: Simon Property Group
- Simon Property Group SPG, a REIT, is expected to report Q3 earnings before market open Monday, Nov. 3, with a conference call scheduled for 11:00 am ET. Guidance Analysts are looking for EPS of $1.57 on revenue of $923.71M. The consensus range for EPS is $1.49 to $1.65, while the...
- External links 2008-10-31
- Earnings Preview: Jacobs Engineering
- Jacobs Engineering Group JEC is expected to report Q4 earnings before the open Tuesday with a conference call scheduled for 11:00 am ET. Guidance Analysts are looking for EPS of 92c on revenue of $3.06B. The consensus range is 86c to 95c for EPS, and $2.78B to $3.32B for revenue,...
- External links 2008-11-03
- Earnings Preview: Denbury Resources
- Denbury Resources DNR is expected to report Q3 earnings before market open Tuesday, November 4, with a conference call scheduled for 11:00 am ET. Guidance Analysts are looking for EPS of 51c on revenue of $387.57M. The consensus range is 43c to 58c for EPS, and $368.62M to $411.0M for...
- External links 2008-11-03
- Buying Move, Inc. Ahead of Earnings
- eChristian Investing submits: Move, Inc. MOVE is scheduled to report third quarter 2008 results after the market closes on Wednesday, November 5. Based on our analysis, we at eChristianInvesting are expecting Move to report better than expected top-line results that exceed Wall Street’s consensus expectations.Analyst Expectations...
- External links 2008-11-04
- Earnings Preview: Becton, Dickinson
- Becton, Dickinson and Co. BDX is expected to report Q4 earnings before market open Wednesday Nov. 4, with conference call scheduled for 10:00 am EST. Guidance Analysts are expecting a profit of $1.11 on revenue of $1.81B. The consensus range for EPS is $1.10 to $1.14 with a revenue range...
- External links 2008-11-04
- Earnings Preview: Molson Coors
- Molson Coors TAP is expected to report Q3 earnings before market open Wednesday, November 5, with conference call scheduled for 12:00 pm EST. Guidance Analysts are expecting a profit of 96c on revenue of $931.66M. The consensus range for EPS is 91c to $1.07 with a revenue range of $921.0M...
- External links 2008-11-04
- Earnings Preivew: XTO Energy
- XTO Energy XTO is expected to report Q3 earnings before market open Wednesday, November 5, with conference call scheduled for 10:00 am EST. Guidance Analysts are expecting a profit of 98c on revenue of $2.07B. The consensus range for EPS is 82c to $1.17 with a revenue range of $1.99B...
- External links 2008-11-04
- Earnings Preview: Intercontinental Exchange
- Intercontinental Exchange ICE is expected to report Q3 earnings before market open Thursday Oct. 30, with a conference call scheduled for 8:30 am. Guidance Analysts are looking for EPS of $1.04 on revenue of $201.66M. The consensus range for EPS is 99c to $1.08, while the consensus range for revenue...
- External links 2008-10-29
- Earnings Preview: MetLife
- MetLife MET is expected to report Q3 earnings after market close Wednesday, October 29, with a conference call scheduled for Thursday, October 30 at 8:00 am. Guidance Analysts are looking for EPS of 89c on revenue of $13.26B. The consensus range for EPS is 83c to 93c, while the consensus...
- External links 2008-10-29
- Earnings Preview: Mylan
- Mylan MYL is expected to report Q3 earnings before market open Thursday, October 30, with a conference call scheduled for 10:00 am ET. Guidance Analysts are expecting a profit of 11c on revenue of $1.15B. The consensus is 7c to 13c for EPS, and revenue of $1.08B to $1.24B, according...
- External links 2008-10-29
- Earnings Preview: Lear Corp.
- Lear Corp. LEA is expected to report Q3 earnings before market open Thursday Oct. 30, with a conference call scheduled for 9 am ET. Guidance Analysts are expecting a loss of (5c) on revenue of 3.18B. The consensus range for EPS is wide: (37c) to 41c, with a revenue range...
- External links 2008-10-29
- Earnings Preview: Visa
- Visa V is expected to report Q3 earnings after market close Wednesday, Oct. 29, with a conference call scheduled for 5:00 pm. Guidance Analysts are looking for EPS of 56c on revenue of $1.68B. The consensus range for EPS is 40c to 62c, while the consensus range for revenue is...
- External links 2008-10-29
- Earnings Preview: The Shaw Group
- The Shaw Group SGR is expected to report Q4 earnings before market open Thursday, October 30, with a conference call scheduled for 9:00 am ET. Guidance Analysts are looking for EPS of 71c on revenue of $1.94B. The consensus range is 66c to 79c for EPS, and $1.86B to $2.11B...
- External links 2008-10-29
- Earnings Preview: Advance Auto Parts
- Advance Auto Parts (AAP) is expected to report Q3 earnings after market close Wednesday, October 29, with a conference call scheduled for Thursday, October 30 at 10:00 am ET. Guidance Analysts are expecting a profit of 57c on revenue of $1.19B. The consensus range for EPS is flat at 57c,...
- External links 2008-10-29
- Earnings Preview: Murphy Oil Corp.
- Murphy Oil Corp. MUR is expected to report Q3 earnings after market close Wednesday Oct. 29, with a conference call scheduled for Thursday, October 30 at 1:00 pm ET. Guidance Analysts are expecting a profit of $2.65 on revenue of $6.93B. The consensus range for EPS is $2.48 to $2.85,...
- External links 2008-10-29
- Earnings Preview: Waste Management
- Waste Management WMI is expected to report Q3 earnings before market open Thursday, October 30, with a conference call scheduled for 10:00 am. Guidance Analysts are looking for EPS of 61c on revenue of $3.52B. The consensus range is 58c to 62c for EPS, and $3.5B to $3.53B for revenue,...
- External links 2008-10-29
- Earnings Preview: King Pharmaceuticals
- King Pharmaceuticals KG is expected to report Q3 earnings before market open Thursday, November 6, with a conference call scheduled for 11:00 am ET. Guidance Analysts are looking for a profit of 26c on revenue of $362M. The consensus is 23c to 29c for EPS, and $358.5M to $368.6M for...
- External links 2008-11-05
- Earnings Preview: AutoNation
- AutoNation AN is expected to report Q3 earnings before market open Thursday, Novembe 6, with a conference call scheduled for 11:00 am ET. Guidance Analysts are looking for a profit of 29c on revenue of $3.88B. The consensus is 25c to 32c for EPS, and revenue of $3.71B to $4.09B,...
- External links 2008-11-05
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