The big news this week was the Treasury market and the rise in yields, but more on that in a minute. With 488 companies having reported Q4 ’16 earnings already, there is little left to know, and instead we look … Continued
Per Thomson Reuters, with 455 of the SP 500 having already reported their Q3 ’16 financial results, SP 500 earnings have grown 4.1% year-over-year, while excluding Energy, the SP 500 earnings have grown +7.7%. This is pretty good earnings growth … Continued
Apple and biotech’s, the SP 500’s leadership for years, is what you should be keeping an eye on. The weakness in Apple, or maybe better said, the under-performance of Apple, and the relative weakness matters. With the strong rally we … Continued
By next Friday, October 2nd, 2015, readers will know what the September ’15 jobs report looked like, and what the new “forward 4-quarter” estimate is, for the SP 500. Primarily because of the nature of capitalism, and expense control, there … Continued
According to Thomson Reuter’s This Week in Earnings, the forward 4-quarter EPS estimate for the SP 500 fell $0.25 this week to $126.33, versus last week’s $126.58. The p.e ratio on the forward estimate given the 1.71% SP 500 rally is … Continued
Last weekend, in our Weekly Earnings Update here, we noted the strength in SP 500 earnings was coming from Technology and Healthcare. Thanks to Gregg Harrison of Thomson Reuters, T/R provided us with some color on the HealthCare sector. Here … Continued