http://www.peridotcapitalist.com/2008/10/analysts-still-nuts-with-their-2009.html Stock market and investing blog published by Chad Brand, Founder/President of Peridot Capital Sat, 11 Feb 2012 23:26:23 +0000 hourly 1 http://wordpress.org/?v=3.3.1 http://www.peridotcapitalist.com/2008/10/analysts-still-nuts-with-their-2009.html/comment-page-1#comment-1136 Video Clip: Chad Interviewed on Business News Network | The Peridot Capitalist Fri, 12 Dec 2008 21:45:03 +0000 http://www.peridotcapitalist.com/?p=661#comment-1136 [...] on BNN which discussed the overly optimistic earnings estimates for 2009, which was prompted by my blog post from last Thursday. Here is the video [...] [...] on BNN which discussed the overly optimistic earnings estimates for 2009, which was prompted by my blog post from last Thursday. Here is the video [...]

]]> http://www.peridotcapitalist.com/2008/10/analysts-still-nuts-with-their-2009.html/comment-page-1#comment-1068 Chad Brand Tue, 28 Oct 2008 18:34:00 +0000 http://www.peridotcapitalist.com/?p=661#comment-1068 They are published weekly by Standard and Poors. You can find them via Google search, or directly through S&P's web site. They are published weekly by Standard and Poors. You can find them via Google search, or directly through S&P's web site.

]]> http://www.peridotcapitalist.com/2008/10/analysts-still-nuts-with-their-2009.html/comment-page-1#comment-1067 Anonymous Tue, 28 Oct 2008 18:07:00 +0000 http://www.peridotcapitalist.com/?p=661#comment-1067 Chad, <br/>Where do you find these earnings estimates? If you could please fill me in I would greatly appreciate it. Chad,
Where do you find these earnings estimates? If you could please fill me in I would greatly appreciate it.

]]> http://www.peridotcapitalist.com/2008/10/analysts-still-nuts-with-their-2009.html/comment-page-1#comment-1066 Chad Brand Thu, 23 Oct 2008 17:14:00 +0000 http://www.peridotcapitalist.com/?p=661#comment-1066 I just wish analysts would cut their estimates before the companies tell them to. It is typically the case that actual results turn out to be somewhere in the middle of the optimistic bottom-up people and the pessimistic top-down people. It would be helpful if that gap was a bit smaller. I just wish analysts would cut their estimates before the companies tell them to. It is typically the case that actual results turn out to be somewhere in the middle of the optimistic bottom-up people and the pessimistic top-down people. It would be helpful if that gap was a bit smaller.

]]> http://www.peridotcapitalist.com/2008/10/analysts-still-nuts-with-their-2009.html/comment-page-1#comment-1065 Anonymous Thu, 23 Oct 2008 16:34:00 +0000 http://www.peridotcapitalist.com/?p=661#comment-1065 Chad,<br/>Your estimates are probably also too high, and mine too! You have been bullish on AAPL, CHK, BA and other names. Analysts have cutting their forecasts on these names too, estimates are coming down for 2008 and 2009. The reality is that when the economy is near an inflection point the top down macro guys are more accurate than the bottom up stock analysts. I have seen more than one bank strategist (top down) say that analysts fall in love with their stocks and believe that their stocks will not be affected as much as the rest... Chad,
Your estimates are probably also too high, and mine too! You have been bullish on AAPL, CHK, BA and other names. Analysts have cutting their forecasts on these names too, estimates are coming down for 2008 and 2009. The reality is that when the economy is near an inflection point the top down macro guys are more accurate than the bottom up stock analysts. I have seen more than one bank strategist (top down) say that analysts fall in love with their stocks and believe that their stocks will not be affected as much as the rest…

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