Ken Perkins Earnings Quotations

Fourth-quarter retail earnings are expected to grow 13.5 percent. That's below last year's growth and could come down further if we see plenty of promotions.

That's a pretty long stretch, and investors are concerned that earnings could take a hit unless sales improve.

The deceleration in earnings growth is a significant concern. Techs are up against steep comparisons in the second half of this year and the first half of next year,

Instead of hearing about gas woes, we actually saw a handful of companies raise their earnings estimates. That was a nice surprise.

Earnings are going to have to really go up in order for valuations to look attractive. Tech earnings are going to be strong but it's already more or less priced into the stocks,

The first two quarters of last year were OK but not stellar. If we still have double digit increases in earnings during the third quarter, that would be good news.