i remain long on bx, but the 7 month slide in analyst forecasts for 5 year eps (from 33 to -10) and sales data and the drop in q/q sales and eps in the recent report, coupled with the 52 week high ticker price suggests a reduction in holdings may be in order. It seems the analyst forecast projection period over the last 7 months of deteriorating earnings and sales has come to fruition in the last quarterly report. Comments?
2nd post of same message - do not know what happened to 1st one. i normally look at employee count as a measure of mgt confidence in the near term furture. VRTX count is deteriorating. Normally a problem. Any reason for those with whiskers here?