While the site is up again, here's the promised earnings and PE ratio update to the fictional portfolio I threw together a little over two years ago.
T 2.12 2.12 2.30 BP 8.17 4.47 -1.57 CHRW 2.08 2.13 2.33 CSCO 1.26 1.04 1.32 DD 2.73 2.04 3.31 EMR 3.11 2.27 2.60 FAST 1.91 1.24 1.80 FISV 3.27 3.62 4.50 IR 2.69 1.41 2.24 MSM 3.06 1.77 2.62
PE '08 '09 '10
T 13.0 12.3 BP 5.4 N/A CHRW 22.0 32.0 CSCO 11.9 14.3 DD 8.3 16.4 EMR 10.0 23.4 FAST 16.8 35.2 FISV 9.9 15.3 IR 5.3 20.8 MSM 10.2 23.7
portfolio 84% index 64%
Of course a lot could be said about the market, but IMO the thing to look at is the business of individual companies. The play-with- statistics standouts above are T (for it's lower PE) and FISV (for its EPS growth), but one must read up on the businesses to get an understanding of what the companies actually do, and a feel for each. The above took me about an hour and a half to do for the benefit of interested readers (slave drivers).