Best of Bloomberg Intelligence (10/25/2022)

The video discusses the current earnings season, highlighting mixed results and analyst expectations. Despite a majority of companies beating earnings expectations, analysts are revising forecasts downward. The market is not rewarding earnings beats, and mega cap companies face high expectations. The video also examines free cash flow trends, noting a decline in many companies, indicating economic challenges.

What is the general trend for earnings estimates for future quarters?

• Upward revision momentum

• Stable estimates

• No change in estimates

• Downward revision momentum

How do companies that beat earnings expectations generally perform in terms of stock price reaction?

• They experience a positive price response

• They have a neutral price response

• They experience a negative price response

• Their price response is unpredictable

Are mega-cap companies like Microsoft and Alphabet held to a different standard during earnings season?

• No, they are held to a higher standard

• Yes, they are given more leniency

• No, they are treated the same as other companies

• Yes, they are held to a lower standard

What is the trend in free cash flow among S&P 500 companies?

• Increasing free cash flow

• Stable free cash flow

• Declining free cash flow

• Fluctuating free cash flow

What is masking the underlying weakness in free cash flow trends?

• Stable economic conditions

• Large cash generators

• Increasing revenues

• Small cash generators