fundstück des tages

dank an barry ritholtz http://bigpicture.typepad.com/und marketbeat.

highlight:

with more than 3,700 companies reporting, net income growth on a year-over-year basis was up 12%

However, the growth in the first quarter was much broader than in the second, when energy and financials ruled the roost. Energy companies have recorded 50% growth in net income, while financials grew by 19%. Exclude those two groups, and net income is down 1.1%, in part due to significant dropoffs in basic materials (down 12%), consumer goods (off 11%), health care (37% lower) and technology ( down 4%), and a 13% decline in telecommunications.

jan-martin