The expected year-over-year growth of the SP 500 EPS estimate for 2019 has now slowed to +5.5% versus the expected +13.6% as of September 28, 2018. Looking at the change in the expected 2019 earnings growth by sector, Energy seems … Continued
Guys like Jeff Miller at NewArc Capital and Josh Brown are frequently quoted on this blog. Their research is top-notch and its also written in a way that is readily digestible for readers. Today’s piece is from Norm Conley of … Continued
This table has been posted a few times in the last 14 weeks, but to save readers the trouble, all the previous end periods are included. As of this weekend, of the Top 10 Market Cap weights within the SP … Continued
At least 22 large-cap Financials report this coming week and for clients, JP Morgan (JPM) and Charles Schwab (SCHW) are the most important. These positions aren’t really traded and have been core holdings for years, and even though the Financial … Continued
Here is a quick summary of how client’s were positioned in 2018, and what worked and what didnt: Microsoft (MSFT) remains client’s largest position and has been since 2013. A core position was kept in the stock during the last … Continued
With the 3rd quarter in the books for the most part, the 28% y/y earnings growth for the SP 500 (per IBES by Refinitiv) will be strongest rate of earnings growth for the key benchmark since – well – the … Continued
(Readers, if you havent already don’t forget to re-subscribe to the blog. We’ve made some technology changes and plan on getting rid of the RSS feed. It’s free to subscribe – please renter your name and email on the www.fundamentalis.com … Continued
Thomson Reuters IBES data (by the numbers): Fwd 4-qtr est: $163.80 vs last week’s $164.11 P.E ratio: 16.6x PEG ratio: 0.78x SP 500 earnings yield: 6.02% Year-over-year growth of forward estimate: +21.4% vs last week’s 21.75% Commentary: This week we saw … Continued
Having never owned the Emerging Markets (EM’s) in any form or fashion in the 1990’s and then staying out of the asset class between 2001 – 2007 given all the money that flowed into the asset class after Technology collapsed, … Continued
The big data point that stuck out this week was the all-important year-over-year growth rate of the “forward 4-Quarter” estimate. We’ll walk through the numbers in a second, but the other aspect of the numbers that jumped out was that … Continued