We got a nice bump up in Q1 “Operating Earnings” expectations from Howard Silverblatt at S&P Global last week (from $36.82 to $37.23).  This is helpful because it puts a $2.20 cushion from the possibility of having 2 sequential quarters of drops in operating earnings vs. the $1.79 cushion we had fallen to as recently … Continue reading Q1 Operating Earnings “Margin of Safety” Improves