本季ER不被看好(from Barron's)

Diffusion

http://blogs.barrons.com/stockstowatchtoday/?mod=BOL_hps_blog_stw

Those Shrinking Q1 Earnings Growth Estimates
By Sam Mamudi
Ahead of fourth-quarter earnings I wrote about the propensity for analysts to lower their estimates for company earnings the closer they get to the report date. Well, Aloca (AA) is set to kick off earning tonight, and it seems the same pattern has been going on as we can see thanks to this handy table from the people at S&P Capital IQ:


(Click for larger version.)

Back in January all 10 sectors of the Standard & Poor’s 500 index were expected to see earnings growth in the first quarter, but that figure is now down to just six out of 10. The S&P overall has seen its expected earnings growth to drop to 0.69% from 3.65% in January and 8.5% last summer.

As of today, telecoms services and consumer discretionary are expected to have the best earnings season, while it sure looks bleak for energy and industrial stocks. If you believe the forecasts, that is.

当时惘然

barron's的话，还是要多听的。。。

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