4th of July Actual Employment

Looking for FAS $102 + Rising Money Flow

SPY Approaching TA Bottom Waiting on NFP/AE

SPX Top 20 Component Q2 Revenues & Earnings to Date

Q2 2009 EPS Releases of S&P Top 20

Link to Quarterly EPSs

Link to Currency Grief


Currently the links below are to press releases by the companies.
As 10-Qs are made available I'll update to those as they may contain additional information.

JUN 14
JNJ $1.18 actual - $1.11 estimated
INTC (Excluding EU fine) $0.18 actual - $0.08 estimated

JUN 16
IBM $2.32 a - $2.02 e
JPM $0.28 a - $0.30 e
GOOG $4.66 a - $4.50 e

JUN 17
GE $0.26 a - $0.24 e
BAC $0.33a - $0.12 e

JUN 21
AAPL $1.35 a - $1.15 e
KO $0.88 a - $0.89 e

JUN 22
WFC $0.57 a - $0.37 e
PEP $1.06 a - $0.99 e
PFE $0.34 a - $0.47 e

JUN 23
MSFT $0.34 a - $0.38 e
T $0.54 a - $0.53 e

JUN 30
XOM $0.84 a - $0.95 e

JUN 31
CVX $0.87 a - $1.06 e

AUG 5
PG $0.80 a - $0.79 e
CSCO $0.24 e

AUG 13
WMT $0.85 e

AUG 18
HPQ $0.88 e

Weakening Q2 $USD = Increasing Foreign Revenue

Article with Foreign & Domestic Revenue table!


Link to the revenue table only


$USD % Gain & Loss from Q1 through Q2


Since XOM, 4.13% of the S&P weighting, is due JUL 30 before market open (CVX due JUL 31, BMO) this has a potential of being a real downer.

S&P Top 20 Component Q2 EPS Release Dates

JUN Retail Sales is the big scheduled econ event for the week, on the 14th.
Consensus is flat at 50-something.
I'm expecting something a wee south of that.

Just the same, all the hub-bub will be about earnings season, and I don't know if that will drown out Retail Sales or just reflect it.

Link to quarterly EPS recent past & current guesstimates.

Link to candle glance of JUL 13 to 17 group.

Link to candle glance of JUL 20 to 24 group.

Link to candle glance of JUL 27 through AUG group.

S&P 500 Top 20 by Weighting Q2 EPS Release Dates & Estimates

A: I tried to C&P this data as a table, but it didn't work.
I've an idea on a work-around, but don't have time at the moment.

B: It drives me nuts that we live in a culture where we read left to right, chart left to right, yet disseminate "current" then "from"

Ex: "The company's Q2 EPS was $1.25, up from $1.00 in Q1".

Ex: "The JUN data was 1.25, down from 1.50 in MAY."


Information should be presented as "Data moved from 1.50 in MAY down to 1.25 in JUN."

Many earnings data sets are presented with most recent on the left.
Then put Next Q estimates to the far right.
WTH?
I have to waste brain power converting left to right to mentally graph time progression.


I hate (stupid) people.



PS, with the invention of electric typewriters we could have ditched the deliberately inefficient QWERTY keyboard and gone to the much more efficient Dvorak system.


Coulda done it with computers.
Coulda done it with Blackberries.
Coulda done it with current text phones.
Soon as this stuff moved away from professional secretaries into the domain of retail consumers the conversion could have been made.


I hate (stupid) people.

Q2 Window Dressing

Link to Original Post

At next SloStoch & Willie peak consider SPY AUG <$80 puts.

SPY (Surprising) End of Quarter Window Dressing Challenge

EOQ, Recently, there's been a lot of blabbity-blab about institutional investor "End of Quarter" sector rotation window dressing going on, so I wanted to "explore it" to validate or debunk, much akin to MaxPain, which IMHO is bunk.

I was sure this would also be hog-wash, and was surprised by the results.




But maybe this is because this is a bear market.
Remind me in a couple years to check this again.