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By Pat Dorsey, CFA | 07-10-2009 10:17 AM

Will Earnings Reflect a Recovery?

Morningstar's Pat Dorsey highlights what we'll be looking for in tech, consumer, and industrial earnings reports.

Pat Dorsey: Hi, I'm Pat Dorsey, director of equity research at Morningstar. Well, second-quarter earnings season is under way, and although much of the attention over the past couple of months has been on macroeconomic indicators such as the unemployment rate and the new orders rate and various types of information coming out of Washington, D.C., we'll soon get bottom-up information on hundreds of companies across the economic landscape--which of course we'll be watching very closely to see whether the "green shoots" spoken of by Chairman Bernanke and others are really all that green, or whether perhaps the recovery might be slower than some are anticipating.

We'll be looking at earnings from the major sectors in the market, in tech, consumer, industrials, health care, and financials. I polled our 90-person analyst team to see what are the key issues they will be looking at over the coming few weeks as the earnings roll in. I wanted to go sector-by-sector with some of the key themes we'll be watching for in earnings as they come in.

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