September 22, 2022 By Tim Nyland, CFA

EPS Growth & The Share Buyback Conundrum

tag-icon #sharebuybacks #equitymarkets #inflationreductionact #inflation #inflationreduction #equityresearch

This week, Pacific Point’s Director of Research Tim Nyland, CFA, discusses:

• With the Inflation Reduction Act of 2022 signed into law, the 1% excise tax coupled with weaker CEO confidence in the economic outlook may cause a slowdown in buybacks in the quarters to come. What does this mean in terms of EPS growth for U.S. corporations and the broader S&P 500?

• See the 4 ways companies manufacture EPS growth while analyzing Automatic Data Processing (ADP), Apple (AAPL), Microsoft (MSFT) and Bank of America (BAC).

• See the same framework that analysts and portfolio managers at Pacific Point Advisors, LLC. use to determine the sustainability and supportability of EPS growth while maintaining the Stable Earnings FamilyTM of core equity portfolios. You will not want to miss this webinar!