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The last major theme examined in this report is the vexed question of earnings dispersion, analysis of which has gained more currency of late because of the association between inequality and growth.
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It put aside less money to cover credit losses and drew down on reserves to cover bad loans - all of which boosted profits in the quarter but led some analysts to question the sustainability of earnings growth.
From its peak of about $60 a share in August 2000, G.E. has fallen 60percentt, as its profit growth has slowed and some analysts have questioned the quality of earnings at its GE Capital financial services division.
He writes: Unfortunately these are not great results from Carillion with a heavy construction services performance likely to raise questions over quality of earnings and a small increase in the [dividend per share].
That's why you often hear them asking questions at the end of earnings calls, when the CEOs of public companies try to avoid answering them directly.
One question of interest is whether earnings adjust in response to the introduction of an earnings supplement.
Asked to respond on a scale of 1 to 5, an analyst giving a 1 to a question about the expected direction of earnings at a particular company signals a significant downward revision.
LIKE unwanted guests who persist in returning, awkward questions about the true strength of earnings at Marriott International, the giant hotel-management company, keep popping up.
Still, for all the focus on this round of earnings, the real question is what lies ahead.
Priority question: Using panel data, what are the patterns of earnings changes and their determinants?
Wage-setting mechanisms and institutions Priority question: Using panel data, what are the patterns of earnings changes and their determinants?
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CEO of Professional Science Editing for Scientists @ prosciediting.com