- More than 17,000 companies worldwide have shown a strong revenue uptrend
- We are now two years into this revenue uptrend
- Longest high growth period was five years from 2004 to 2008, may be getting closer to a peak
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Q2 hedge fund letters, conference, scoops etc
But World fundamentals could remain strong
- Companies have been slow to expand their assets, unlike in prior stock market boom times
- Asset efficiency could drive further EPS growth
Global sales grew faster than EPS in the past 12 months
- First time that recurring EPS was positive in 4 years, has fallen back slightly in the past 12 months
- Strong EPS driven by strong revenue growth and falling US taxes
Article by Become A Better Investor