I had two stocks on thje earnings list reporting last week, the last calm week before the earnings storm. In the graphs, in the top panel the red line is EPS growth rate. the black is revenue growth rate. In the middle red is quarterly EPS, green quarterly revenue, black price, and blue price relative to SPX. If the stock is reporting the end of a fiscal year, the large red bars are annual EPS. At the bottom the black bars are volume.
RELL sold a large segment of the company about a year ago, resulting in a big drop in revenue and a one time spike in earnings. It will be a while before we can see a real trend, but apparently the market likes this stock's prospects as it is recently pulling back from a 5 year high.
SNX has shown good, solid growth for over 5 years now. It has been a periodic leader over the past 3, but overall has underperformed the market since coming off the 2009 bottom. This is much larger in market cap than most stock on the list, and it's high growth days seem to be behind it.
