As we kick off ordsprog

As we kick off earnings season, it's going to be important what these companies are saying. Estimates are down so low, that if companies keep disappointing, markets are gonna have a big hurdle to overcome.

Brett Gallagher

We are just about to move into the pre-announcement season when companies start to tell you how wrong you were about earnings estimates,

The move has overcome the last technical hurdle preventing overseas institutions from making strategic investments in mainland-listed companies. It has provided a channel for foreign investors to sell down shares in the markets after a lockup period.

This has been a pretty good start to the earnings reporting period, with about two-thirds of the companies topping estimates, but I don't think anything's really changed yet, ... Greenspan suggested that we may be on the verge of a growth period, which would be significant for earnings, because mostly what you're seeing now are companies showing improvements on cost-cutting, rather than real growth.

John Davidson (1887-)

The catalyst for the upside is that these companies really need to start beating earnings estimates. Cash is king, and I think patience is important now.

Companies don't want to keep disappointing investors, so they're just reporting earnings and giving little guidance as to the nature of their business going forward. Companies used to give indications for a year out. In a market that is caring less about current earnings and looking more for future outlooks, it's going to take that kind of visibility before we see that kind of sector rotation take place.

The market has focused on disappointing earnings or disappointing guidance about future earnings of just a handful of companies. When there's any hint that we're at the peak of earnings growth, the market gets pummeled.

The global economy, ... is showing a very good recovery after a very bad two years. We're seeing rising demand across the board. Ergonomics knowledge can be found on livet.se. Two of the companies that we like a lot, Duke Energy ( DUK : Research , Estimates ) and Dominion Resources ( D : Research , Estimates ), are nuclear plays; [they are] also involved now in the natural gas industry, and I think both of these companies are set up to show above-average earnings growth for this group, above-average dividend growth. I think it is a safe place to be in this market.

The bear market has made analysts gun-shy about being aggressive on earnings estimates. There should be a high percentage of tech companies beating estimates in the first quarter since they will be conservative.

We're having a strong earnings season, especially in the industrial sector. Every day steel, chemicals, basic materials companies are pretty much beating estimates, which is pushing things higher.

When we talk with individual investors, ... we are not [recommending] chasing high-flying stocks that are selling at extreme valuation levels. Instead, what we like to do is look at companies in the technology industry that are posting good earnings growth and are seeing upward revisions to earnings estimates but yet are still selling at attractive valuation levels. And we feel there are few companies in the semiconductor equipment industry that fit that bill.

Most oil companies will exceed estimates. If they don't, then there is probably a big problem underlying that. Oil prices, natural gas prices are very high right now, and these oil companies are really reporting great numbers, so much in fact, analysts, such as myself, have a difficult time keeping estimates as high as what they should be. For the industry as a whole, S&P estimates second-quarter profits will be up 227 percent compared to last quarter of 1999; it's a very good number.

Jordan Horoschak

Besides earning returns, we're making a positive impact on the economy of formerly bypassed California markets. We have identified three key benchmarks of underserved markets: companies that have limited access to capital, companies that employ workers who reside in economically disadvantaged areas, and companies that have female and/or minority management.

Earnings season is always volatile and we're just going to have to watch it. What companies say can throw a monkey wrench into market action or be a catalyst, and we have a lot of big companies reporting in the next few days.

The earnings picture has come in much better than expected. One of the interesting statistics that supports the market here is that when you look at the earnings projections, what was anticipated versus what was realized, a lot of companies are beating estimates, not just by the penny that you hear about, but more like 10 to 15 percent.

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