Stock Attack II - A Complete Analysis Message Board

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Strategies & Market Trends : Stock Attack II - A Complete Analysis

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To: John Pitera who wrote (35952)	5/13/2002 12:58:58 PM
From: pvz	Read Replies (2) of 52237

It will be interesting to see how much of that is going to be news and what is factored in already. I have a couple of questions regarding the S&P estimates as they stand now without any kind of proposed changes: 1. 2003 operating estimates of $60.35 compared to actual of $56.13 for 2000 suggests either a very strong recovery or rather optimistic estimates. 2. The discrepancy between "as reported" and operating earnings is much larger now than it has ever been. This could be a positive in the future because companies have been using 9/11 and the bubble as an excuse to increase write offs. Also goodwill impairment write-offs, while raising issues about management judgement, will improve the bottom line going forward. I suspect we'll see the gap reducing as the economy improves. If not, I'll think about joining the permabear doom and gloom camp. 3. If the companies who are most guilty of using stock options are also those with minimal earnings, I would be curious to know if the impact they have on total S&P500 earnings is really as great as suggested. I wonder when the new calculations will be used in the estimates. pvz

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