Friday, February 06, 2015

When Energy EPS Drops....

According to the Investment Strategists at Well Fargo there is hope for the IT, Healthcare and Consumer Discretionary sectors when energy prices drop.   Here's an excerpt from this piece:

When Energy-sector earnings declined by 32 percent in the one-year period ending on March 31, 1998, the best earnings-growth rates over the next 12 months were generated by the Information Technology, Health Care, and Consumer Discretionary sectors. The comparisons for first-quarter 1998 through fourth-quarter 1999 are as follows:

Click the image to see a larger view.

Related, here's a clipping related to the current state of earnings releases from StockTwits:

Last but not least, a nice set of charts about the oil industry:

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