Last quarter I posted the earnings on my stocks as they came in, along with their year ago earnings and the percent improvement. Here’s what it looked like

Average gain in earnings (year-over-year) = 69.85%. Which was pretty amazing if you think about it.

(I had thought to find some metric I could use for XPO, but all of them (Gross revenue, Net Revenue, Adjusted EBITDA, etc) were all up over 200%, but adjusted EPS was still negative, so I just didn’t include XPO.)

I’ll do the same this quarter, and if people are interested, I’ll add the percent of one-year growth in earnings for each stock, and I’ll do a 1YPEG for each as well.

Saul

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Last quarter I posted the earnings on my stocks as they came in, along with their year ago earnings and the percent improvement. Here’s what it looked like

Average gain in earnings (year-over-year) = 69.85%. Which was pretty amazing if you think about it. (I had thought to find some metric I could use for XPO, but all of them (Gross revenue, Net Revenue, Adjusted EBITDA, etc) were all up over 200%, but adjusted EPS was still negative, so I just didn’t include XPO.)

The first earnings for this quarter just came in:

WAB ---- 99/83 = 19.3%

And here’s the 1YPEG information.

WAB ---- PE is 25.3, TTM earnings growth is 20.0%, so 1YPEG = 1.26

I think it’s best to post these in a more rational order: The first earnings for this quarter just came in.

WAB ---- 99/83 = 19.3%

And here’s the 1YPEG information.

WAB ---- PE is 25.3, TTM earnings growth is 20.0%, so 1YPEG = 1.26

I’m posting last quarter’s results below for comparison.
Saul

Last quarter I posted the earnings on my stocks as they came in, along with their year ago earnings and the percent improvement. Here’s what it looked like

Average gain in earnings (year-over-year) = 69.85%. Which was pretty amazing if you think about it. (I had thought to find some metric I could use for XPO, but all of them (Gross revenue, Net Revenue, Adjusted EBITDA, etc) were all up over 200%, but adjusted EPS was still negative, so I just didn’t include XPO.)

Average gain in earnings so far (year-over-year) = 39.9%.

And here’s the 1YPEG information.

WAB ---- PE is 25.3, TTM earnings growth is 20.0%, so 1YPEG = 1.26
FB ------- PE is 47.0, TTM earnings growth is 62.1%, so 1YPEG = 0.76
SKX ---- PE is 21.5, TTM earnings growth is 131.6%, so 1YPEG = 0.16

Average PE so far is 31.3
Average 1YPEG so far is 0.73

I’m posting last quarter’s results below for comparison.
Saul

I’ll do the same this quarter, and if people are interested, I’ll add the percent of one-year growth in earnings for each stock, and I’ll do a 1YPEG for each as well.

Average year-over-year gain in earnings so far this quarter = 107.1%.

And here’s the 1YPEG information.

WAB ---- PE is 25.3, TTM earnings growth is 20.0%, so 1YPEG = 1.26
FB ------- PE is 47.0, TTM earnings growth is 62.1%, so 1YPEG = 0.76
SKX ---- PE is 21.5, TTM earnings growth is 131.6%, so 1YPEG = 0.16
INBK — PE is 14.6, TTM earnings growth is 48.8, so 1YPEG = 0.30
SYNA ---- PE is 15.9, TTM earnings growth is 33.9%, so 1YPEG = 0.47

Average PE so far is 24.9 Average 1YPEG so far is 0.59

Think about it. That’s stocks with an average PE of about 25 having an average year over year gain in earnings for the quarter of 107% so far! You don’t need stocks with ridiculous PE’s, or stocks with no earnings (“But just wait five years!”) to get good earnings growth.

Saul

December quarter results were: Average gain in earnings (year-over-year, and not including XPO) = 69.85%.

+UBNT right? I suppose those are only preliminary results though.

Hi Utah Chris, I’m pretty sure I explained why I was out of UBNT (but a lot of people weren’t convinced). But maybe I didn’t mention it as I see that I still had it listed as a small position in the last monthly report. Getting old and don’t remember. But I have been out of it for some weeks.

SNCR just reported. Now I have six earnings for this quarter. Here they are with the percent gain in earnings for the quarter.
WAB ---- 99/83 = 19.3%
FB ------- 42/35 = 20.0%
SKX ---- 110/61 = 80.3%
INBK — 46/13 = 253.8%
SYNA — 165/63 = 161.9%
SNCR ---- 49/39 = 25.6%

The average year-over-year gain in earnings so far this quarter has been 93.5%.

And here’s the 1YPEG information.
WAB ---- PE is 25.3, TTM earnings growth is 20.0%, so 1YPEG = 1.26
FB ------- PE is 47.0, TTM earnings growth is 62.1%, so 1YPEG = 0.76
SKX ---- PE is 21.5, TTM earnings growth is 131.6%, so 1YPEG = 0.16
INBK — PE is 14.6, TTM earnings growth is 48.8, so 1YPEG = 0.30
SYNA ---- PE is 15.9, TTM earnings growth is 33.9%, so 1YPEG = 0.47
SNCR ---- PE is 26.0, TTM earnings growth is 30.3%, so 1YPEG = 0.86

Average PE so far is 25.1 Average 1YPEG so far is 0.635

Think about it. That’s stocks with an average PE of about 25 having an average year over year gain in earnings for the quarter of over 93% so far! You don’t need stocks with ridiculous PE’s, or stocks with no earnings (“But just wait five years!”) to get good earnings growth.

Saul

For comparison, the December quarter results were: Average gain in earnings (year-over-year, and not including XPO) = 69.85%.

Good day, the market hasn’t even opened and XPO is up over 14%, and SNCR over 5%. On top of the major run-ups we had in SKX and INBK. Good earnings season! Really!

Hi Chris, that was the PE when the earnings came out. On that list of earnings I don’t update it every day, just give an idea of what was happening when earnings came out. What I’m trying to show is that you can get great earnings with normal PE stocks, and you don’t have to go for the PE’s of 70 to 200. SKX ran up a long way since they announced earnings. That’s good.

Thanks Saul. Everyone should run their own numbers. SKX stock has run up considerably since earnings and Saul is not updating his PE and 1YRPeG with changes in the stock price since earnings so don’t buy based on those numbers.

I googled Investors Relations for SNCR to practice getting the 1YPEG for my stocks but I could not find the EPS results for the last 4 quarters. Am I in the right place? Is that how you find the EPS and the other information to get the 1YPEG?

I googled Investors Relations for SNCR to practice getting the 1YPEG for my stocks but I could not find the EPS results for the last 4 quarters.

I just googled it, went to the website, clicked on the subhead “Investor Relations”, then the subhead under investor relations of “Press Releases”. Here’s what I got:

Now this gives you 2015 press releases, so you can get the Dec and Mar earnings releases here. For further back, just go to 2014, or 2013, or whatever you like.

Chris, The point of this PE is that, for each stock, this was what the PE was as the quarterly earnings came out. If I changed the PE as the stock subsequently went up or down significantly, based on the earnings, that would defeat the purpose. Sorry for any confusion.