Data Diary

Where are the clones? Send in the clones

Posted on 16 October 2009

Am I the only one that idles away the sleepless midnight hours dreaming up alternate Star Wars plots?  Maybe I shouldn’t eat brie before bedtime…

Following up on yesterday’s post, just to clarify the EPS numbers for the financial sector:

May have been a little misleading – as I had annualised Q2 2007 actuals and Q4 2010 consensus estimates for the purpose of creating a comparison between ‘peak’ earnings ($42/share) and forecasts for ‘sustainable’ earnings ($15/share).

I’ve been rummaging around looking for further analysis on the robot army’s performance and outlook – hope to come back with something (time willing) – but in the meantime here are those same annualised peak earnings for Q2 2007A and Q4 2010E across the S&P industry sectors.  I know it disregards a whole bunch of seasonality issues – but as R2D2 would say – deebeedeebeedeep.

(Anyone tell me how consumer staples grow EPS by ~8% per annum over the four years?  Not by growing revenues at that rate I suspect.)