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Est Rev: Down 5% Screen

Performance

  Est Rev: Down 5% S&P 500
YTD Return: -3.7% 8.4%
Five Year Return: 5.4% 14.4%
Ten Year Return: 3.5% 6.1%
Inception: 0.9% 4.4%
Data as of 8/29/2014
The Est Rev: Down 5% Screen represents AAII's interpretation of the investment approach and is not determined by the original strategist. The list of passing companies represents a hypothetical portfolio, which is used to track the screen’s performance on a chart.

Passing Companies

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Screening Criteria

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Chart

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How often have you heard of a stock price falling on the announcement of increased earnings? Or, in these times, an Internet stock leaping up after reporting negative earnings per share? In these instances, actual earnings did not turn out as expected. And, like the presidential primaries, expectations play a key role in determining if a stock's price "gains" or "loses" when actual earnings are reported.

Investors quickly learn that the market is forward-looking. Security prices are established through expectations, and prices change as these expectations change or are proven incorrect. In the last 10 years, we have seen a significant increase in the services that track and analyze expected earnings per share estimates.

Services such as Thomson Reuters I/B/E/S, S&P Capital IQ, and Zacks provide consensus earnings estimates by tracking the estimates of thousands of investment analysts. Tracking these expectations and their changes is an important and rewarding strategy for stock investors; estimates can be found at the sources listed here.

To read more, please become an AAII member or login.