What I Look For In Earnings

CVS is reporting earnings before the bell tomorrow. There will be two things I will be looking for:

  • That the business outlook is more or less unchanged. I could not care less about beating by a penny or missing by a penny. The stock is cheap enough that a penny here or there does not matter. Only a large change downward in their outlook would effect my valuation of the company.

  • That the management is following through on its promise to repurchase shares and their repurchase plan going forward.


No comments: