A Season of Excuses and a Major Divergence in the Semi Space
CNBC's "Fast Money"
00:00
Is the Earning Season Getting Better?
Bespoke investment group co founder, paul hickey, joined us on the fast line. Hickey: The environment that we find ourselves in is perfect because those companies are getting punished and the other companies are being rewarded. He says there's a bias towards downward revisions heading into this earning season. D'Souza: Are some sectors pall where you take a look at the particular sector and think, you know what? Maybe it's not pricedon or maybe the revisions haven't, haven't hit the sector enough to say yes.
Play episode from 09:23
Transcript
