Subject: Earnings...
Earnings are out; biggest news (to distract from the flat sales?) is the $110B stock repurchase. The street is responding positively with the stock up significantly on this news.

Here are some of my thoughts (and guesses)

                                my guesses
EPS $1.53 vs 1.56
Revenue 90.8B vs 92.0B
Stock $173 vs $162-$175


Valuation (TTM)
Revenue : $381B
EPS : $6.43
Stock : $173 (note up to $184 after earnings)

Forecast (Guesses) (next 4 quarters)
Revenue : $380B
EPS : $6.69
Stock : $160 - $180

tecmo
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