Bloomberg News

Fourth Quarter of ’11 S&P/TSX Earnings Snapshot as of March 23

March 23, 2012

The following tables summarize the latest quarterly earnings for companies in the S&P/Toronto (SPTSX) (SPTSX) Stock Exchange Composite Index.

Profit figures are based on income from continuing operations excluding some gains and losses. The share-weighted percentage changes are year-over-year comparisons. Earnings surprises are based on estimates provided by Bloomberg.

S&P/TSX Universe:
==========================================================================
                               Number of  Share-Weighted
                               Companies  % Change

Total reported Q4/11:           225@          2.2%
Higher EPS                      137          42.7%
Lower EPS                        81         -72.7%
Unchanged                         7           0.0%
Total reported Ex-Financial:    184          13.8%
S&P/TSX Universe:
==========================================================================

S&P/TSX Index EPS with 225/253 companies reported:      $201.7

Earnings Surprises:
==========================================================================
                                    Q4/11

Positive Surprises:             93/214 =  43.5%
0% Surprises:                   25/214 =  11.7%
Negative Surprises:             96/214 =  44.9%

Sector Summary:
==========================================================================
                                          Share-
                                Reported Weighted Earnings Surprises Sector
                                 /Total  %Change   (+)   same   (-)   EPS

Consumer Discretionary:          15 /17    28.5%    6      1     8   $10.56
Consumer Staples:                12 /12     3.9%    4      3     5    $5.81
Sector Summary:
==========================================================================
                                           Share-
                                Reported Weighted Earnings Surprises Sector
                                 /Total   %Change (+)   same   (-)   EPS

Energy:                          64 /65    18.2%    24     2     38  $45.36
Financials:                      41 /42    -15.9%   22     7     12  $63.97
Health Care:                      4 /4     64.5%    1      2     1    $2.87
Industrials:                     16 /18     9.2%    12     1     3   $12.02
Information Tech:                 6 /6     -18.2%   4      1     1    $7.46
Materials:                       52 /74    16.3%    16     7     29  $42.71
Telecom Svcs:                     5 /5       NM     2      0     3    $9.40
Utilities:                       10 /10    -75.0%   4      1     5    $1.51

Total Reported:                 225 /253    2.2%    90    25     94  $201.70

Total Reported
   Ex-Financial:                184 /211   13.8%    68    18     82


Industry Summary:
==========================================================================
                                           Share-
                                Reported  Weighted Earnings Surprises
                                 /Total   %Change  (+)   same   (-)
CONSUMER DISCRETIONARY:
  Automobiles & Components        2 /2     42.0%    2      0     0
  Consumer Durables & Apparel     2 /2       NM     1      0     1
  Consumer Services               1 /1     15.0%    1      0     0
  Media                           8 /8     38.6%    1      1     6
  Retailing                       2 /4     27.0%    1      0     1

CONSUMER STAPLES:
  Food & Staples Retailing        8 /8      8.7%    3      2     3
  Food Beverage & Tobacco         4 /4     -9.7%    1      1     2

FINANCIALS:
  Banks                          10 /10    11.0%    7      1     2
  Diversified Financials          6 /7     -2.2%    1      2     2
  Insurance                       8 /8     -87.1%   4      1     3
  Real Estate                    17 /17    -24.7%   10     3     4
Industry Summary:
==========================================================================
                                           Share-
                                Reported  Weighted Earnings Surprises
                                 /Total   %Change  (+)   same   (-)
HEALTH CARE:
  Health Care Equipment & Srvs.   2 /2     20.2%    0      2     0
  Pharma., Biotech. & Life Sci.   2 /2     74.9%    1      0     1

INDUSTRIALS:
  Capital Goods                   8 /9     19.2%    6      1     1
  Commercial & Professional Ser   3 /3     18.4%    1      0     2
  Transportation                  5 /6      3.4%    5      0     0

INFORMATION TECH:
  Software & Services             3 /3      4.8%    2      1     0
  Technology Hardware & Equip.    3 /3     -23.1%   2      0     1

ENERGY:
  Energy Equipment & Services*   11 /11    144.5%   7      0     4
  Oil Gas & Consumable Fuels*    52 /54    13.1%    16     2     27
Industry Summary:
==========================================================================
                                           Share-
                                Reported  Weighted Earnings Surprises
                                 /Total   %Change  (+)   same   (-)
MATERIALS:
  Chemicals*                      4 /5     43.5%    2      1     1
  Containers & Packaging*         1 /1     37.9%    1      0     0
  Metals & Mining*               44 /66    13.0%    9      6     24
  Paper & Forest Products*        2 /2       NM     0      0     2

TELECOM SVCS:                     5 /5       NM     2      0     3

UTILITIES:                       10 /10    -75.0%   4      1     4

TOTAL REPORTED
   UNIVERSE:                    225 /253    2.2%    90    25     94
==========================================================================

* -- Represents industries under each industry group.

NM -- The calculations of percentage changes between profit and loss and vice versa are not meaningful, hence not calculated.

To contact the reporter on this story: Wendy Soong in New York at csoong@bloomberg.net

To contact the editor responsible for this story: Alex Tanzi at at atanzi@bloomberg.net


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