David Aurelio of Thomson Reuters is very helpful in getting good sector information on the Thomson Reuters IBES data on the 11 SP 500 sectors. David has never failed to deliver when asked a question. Recently this blog asked David … Continued
B.I.G._Tips_-_Nasdaq_100_Epic_Streak (1) With so much investment-related information data, available daily on a plethora of blogs, Twitter, not to mention the mainstream financial media, every week there is just an enormous amount of market-related data to sift through. The above chart … 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
Per Thomson Reuters, 423 of the SP 500 have posted Q3 ’16 financial results, and regardless of what you hear in the financial media, Q3 ’16 earnings are pretty solid. Q3 ’16 earnings are up 3.9%, Q3 ’16 revenue growth … Continued
Thanks for reading this blog this year. Here is our bullish case for 2016, and here is the biggest worry headed into the last two weeks of 2015, which hasn’t really materialized. We’ll be out with earnings-related blog posts … Continued
Readers know that as a huge fan of Bespoke Research, I like to copy and paste some of their work to this blog as a source of reader enlightenment (hopefully). Yesterday’s Bespoke Key ETF performance recap (dated November 30, 2015), … 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
Per Thomson Reuter’s “This Week in Earnings” the forward 4-quarter estimate for the SP 500 actually increased this week to $123.19, up from last week’s $122.77. The p.e ratio on the forward estimate is now 15.3(x), and the PEG ratio … Continued
Per Thomson Reuters, “This Week in Earnings” the forward 4-quarter estimate for the SP 500 fell $.09 this week to $122.77. The p.e ratio on the forward estimate as of Friday’s close was 15(x). The PEG slipped this week to … Continued
We took in about $300k in new money in q1 ’14. Thank you to both long-time and new clients for your trust and confidence. Our Top 5 equity positions performed pretty well in q1 ’14. Although we don’t download index … Continued