When we wrote the weekend earnings update and linkfest, Industrials were one of the more oversold sectors, and we promised an update on the group to readers. Industrial’s are roughly 10% of the SP 500 by market-cap weight. Here is both … Continued
First, we never managed to get to our sector revenue analysis this week, and for that we apologize. With all the earnings coming out, we have our hands full until mid-August, when we will be able to write some more … Continued
On Friday, ThomsonReuters released their latest earnings data and the “forward 4-quarter” earnings estimate for the S&P 500 rose to $110.94, about where we thought it would when we wrote about the same topic last week. (See the July 5th … Continued