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MI264: How to Pick Stocks Using Earnings Estimate Revisions, Price Trends, and Valuations w/ Sam Burns

The Intrinsic Value Podcast - The Investor’s Podcast Network

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Is the Slowdown in Estimate Cuts a Sign of Strength?

The pace of estimate cuts has really eased. And particularly for the large caps stocks in the US where there was a lot of the worries, whether it's the big cap tech stocks or some of the other more cyclical names that have seen much less negative revisions. The technology sector across the board is actually turning slightly positive. We're actually seeing and Europe is more cyclical and less tied to technology. That's been a sign of strength. Even though everyone was assuming that Europe would be in deep recession by now because of the war in Russia, in Ukraine and everything else, that hasn't happened.

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