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Has just kicked off so what's ahead for investors just a very broad question but we thought we'd bring in.
A guy who believes -- and he's been so right three names that will beat estimates and three that could miss the mark.
He's an analysts is predictions have been 80% corrected just the last quarter but over and over again tree Robin is a guy who's been right he's Thomson Reuters senior research analyst.
-- you know.
Yeah I mean you just have that brain Ford it's fascinating but let's talk about the overall expectations go back for a picture first here for.
-- -- shirts so our first let me start with hopefully this is slightly more useful fewer viewers than Bernanke's hundred years and shut up guy but it okay got it.
So so yes that we see up -- S&P 500 trophy for this quarter net two point 6%.
That's not great but it's come down tremendously in the last quarter so that's not a -- and a high bar for companies to -- They've been brought down so much the expectations up some companies will actually.
Outbound that that expect Kissinger asked whether there's a sector that might outperform or is that just too -- -- it it looks like financials -- are in good shape right now does -- expected to appear to rule with 17%.
She mortgage boom is of course -- -- And banks -- doing creates so.
Either way this with the overhang of constant regulations so we don't cry for these guys are doing extraordinary well -- -- -- cheer them on certainly we love free market.
Capitalism that's 17% is a strong -- would -- strong last year so it's not even be comparisons to actually doing fantastic very well what about the -- sector.
The -- remains materials.
Commodity prices have gone down so much all of these companies invest in minding our -- maybe twenty years ago there was -- are coming on line supplies increasing.
And the prices -- Lewis that's not a good situation for those companies -- now we get to the Sri.
Have a crystal ball here at the -- some -- -- -- let's pick up the three names you believe will beat estimates and we begin with an auto giant yes.
Ford and Ford mourners some of you might have heard of that company -- -- did did did in contested you have to -- auto -- came up with numbers that -- fantastic.
Just last month in June.
And Ford was -- -- one of the best selling cup cars in the United States.
In terms of growth with cars selling more than 50000 cars a day of very low -- North America what do you think they'll do here.
So I I actually think that they're gonna continue to do well in fact analysts this one -- estimate for the company.
What's the -- -- and if you might Oslo it's a five star analysts -- has been very captured in the cost.
-- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- -- And your second company you believe will beat estimates.
And by the way you can't predict if they -- -- what the stock will do in the wake of -- sometimes people sell on the -- obviously but is Pilgrim's Pride yes Pilgrim's Pride is again another company that's benefited from.
Falling commodity prices to just last year the company -- -- -- of great.
-- prices -- high chicken prices weren't that high so I mean of course this company wasn't in great shape now.
Chicken prices -- continue to rise because the suppliers come down.
But being flexible to come down to their margins expanding.
I can't look what the quality of -- -- -- -- vegetarian myself.
But the fundamentals look at so that's that's an that's an interesting that's why -- -- the company likes it even though he's a vegetarian now you're -- analysis is also showing.
That all American pipeline is accompanied you believe will also beat -- and and here's the reason for it.
In North America the production is increased by 50% in the last -- -- This so imports have gone down.
Domestic production has gone up now or that oil has to go -- -- And -- all American.
Pipelines is actually going to distribute that what to wherever it needs to get to your city charge a premium for the logistics service in fact the did they need -- dollars and 57 cents.
Blue barrel that they transported just last quarter set up some nice -- profit margin for them you know what what gives you a sense that a company's going to beat estimates is this simply aggregating what other analysts are saying so it is not just -- you have to do something far more far better than that the consensus is an average of what old young assistant.
The smartest and dusty puts more -- on the best and that's who you meet analyst based on how they've done in the cost.
Mean surely such has shown that the good unless tend to mean good going forward so that that's that's something that we use to our volunteers staff to predict -- and we've putted good successfully so far so from the city as well okay from the beats to the -- here the three names that you believe I'm gonna give them all right now the three games you actually believe.
Will miss their estimates and that is.
Royal Caribbean for slabs and Carbo Ceramics.
What a -- -- enemy give me a line on this one so it.
You you remember the concordia crash you know I forgot that portion -- -- it was -- for a long has it worked -- everywhere.
Well this little effect of that affected the road -- right because come ordeal was carnival -- that but there was a spillover effect from it.
And just in the last few months we had to fire one of their ships.
Be a device they don't want their ships and in this deal of Tweeter and social media.
That -- -- that used to spread so quickly so that's affecting.
Royal Caribbean to -- actually have a negative predictive -- for them the best analysts had been -- consensus on my thought I need a -- -- -- -- because a lot of people have said that some of these farmers won't that have actually done pretty well they they have the force not lost one of their big.
Pack passed last last year collects the -- And we have two new products in but -- just released in 2012.
And get to spend a large money going to expecting to spend about one point 75 billion dollars this year just to promote some of these products -- genetic.
So that's gonna hit -- innings in the near term so.
Expect Forrester can suffer because of that Sri Rama and of Thomson Reuters 80% success -- here we're gonna put all of his picks and defeats on our foxbusiness.com.
Well actually it'll be the FaceBook dot com slash after the bell page thank you so much for -- it's icy -- --
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