By and large the numbers are going to be terrific and more importantly the conference calls are going to be upbeat. |
The very simple analogy would be if you had $100 in the bank and you put in another $100 and look at the results at the end of the year and you got nothing but 5 percent return, well low and behold you've got $10 on the $200, not $10 on the $100 that you started with. |
This is the period when you get the maximum number of (pre-) earnings surprises. There will be more before it's over. |