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What do I post at Earnings-Edge.com that thousands subscribe for?
Setups: We post our Setups daily for every company reporting during the following session. Example below for Oracle.
These tables provide five years of quarterly earnings context. Reading from left to right, the table provides relative 3mo performance of the stock vs. the S&P 500, forward earnings multiples relative to history and the aggregate index multiple, short interest, forward 12mo expectations for revenue and earnings growth, the EPS beat or miss, the change to forward revenue and earnings in response to the given quarter, and, finally, the single day stock reaction in response to the print. The base of the table provides the option-implied stock reaction to the print as well as the stock price relative to the 200 and 50 day moving averages.
Subscribers use these tables to gauge how high or low expectations are for the given company into a print using rich data.
Previews: For names of note (large cap and / or topical names), we share earnings previews that include the Setup table, Consensus expectations, and other data of note with limited commentary.
Recaps: For names of note (large cap and / or topical names), we share earnings recaps that include Actuals vs. Consensus details, the Setup table, and limited commentary. Example below for Amazon.
Housing: My professional background deals with the US housing industry. I provide more detailed commentary on housing stocks several times per quarter.
Index changes: I have a complete database of all S&P index changes, and I post excerpts and predictions for the quarterly rebalances.
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