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Strategies & Market Trends : John Pitera's Market Laboratory

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To: hugh thorne who wrote (5484)2/1/2002 2:54:44 PM
From: John Pitera  Read Replies (1) of 33421
 
Hi Hugh, no problem, here is a partial recap of posts on proforma and the quality of earning, I sent this partial list to a friend at a boutique firm who was asking about
all of these EPS and accounting issues yesterday.

-----------------

Here are a few good articles on Proforma earnings, which you requested.

Message 16312029

word attachement is also included a for above link

Message 16310956

word attachement 2 for above link

Message 16267166

word attachement 3 for above link to Financial times article

and by all means check out this url that I highlighted on my market lab thread

This Withering Bear Valuation post by Carl Swelin, shows how richly valued
the market still may be
decisionpoint.com

I've got some additional articles from Pimco's Bill Gross (biggest global
bond manager) , Warren Buffett, Steven Roach
Ed Yardeni on this topic.

We've been discussing it actively all of this year.

JP
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