Earnings Roundup - Results so far
With earnings season coming to a close, how did our stocks do? Looking at EPS actual versus analyst expectations:
AG Beat by 30%. Guidance was not raised
ATW Beat by 3%
CF Beat by 35%. Raised guidance
FWLT - Releases Feb 26th
IMA - Releases today
IO - Releases today after market closes
MICC - Missed by 10%. But EPS rose 122% over last year. Announced a special $2.40 dividend.
MVL - Beat by 25%. Guidance was weak - analysts want more. I think there will be surprises. This year they have 2 movies (IRON MAN, HULK 2) and a 3rd by Lionsgate (The Punisher 2). Yet the merchandising was not included in projections and neither were Iron Man sales revenues.
NOV - Beat by 1%. Strong guidance
PCP - Beat by 1%. Strong guidance
TRID - Beat by 30%. Guidance was mixed
So far, everyone beat and forward expectations remain strong. From the standpoint of earnings momentum, however, I do want to review. The next few days are the prime time to make portfolio changes.
AG Beat by 30%. Guidance was not raised
ATW Beat by 3%
CF Beat by 35%. Raised guidance
FWLT - Releases Feb 26th
IMA - Releases today
IO - Releases today after market closes
MICC - Missed by 10%. But EPS rose 122% over last year. Announced a special $2.40 dividend.
MVL - Beat by 25%. Guidance was weak - analysts want more. I think there will be surprises. This year they have 2 movies (IRON MAN, HULK 2) and a 3rd by Lionsgate (The Punisher 2). Yet the merchandising was not included in projections and neither were Iron Man sales revenues.
NOV - Beat by 1%. Strong guidance
PCP - Beat by 1%. Strong guidance
TRID - Beat by 30%. Guidance was mixed
So far, everyone beat and forward expectations remain strong. From the standpoint of earnings momentum, however, I do want to review. The next few days are the prime time to make portfolio changes.
posted by Andrew at
3:09 AM
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