Welcome to the Vitus Capital Blog!
Notes to myself, possibly of interest to others.
-- Bill Northlich

Wednesday, March 21, 2012

P/E's Up Due to Decreasing E's

The big difference that is occurring now versus 2011 is that the P/E multiple is
expanding — having fully reversed last year's compression — but earnings growth
is weakening and quite dramatically- The key challenge ahead will be the Q1
earnings season.
---Rosenberg 3/19

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