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Category: VZ

Sector Earnings Update: Can Telco Sustain the Upside Momentum ?

March 20, 2016 Brian Gilmartin Leave a comment

I wanted to post this data just to show how sector earnings data can be useful. from Thomson and Factset,…

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Posted in: AT&T (T), Telco, VZ

1.24.15: SP 500 Weekly Earnings Update: Core SP 500 Earnings Growth on Track for High-Single-Digits

January 24, 2015 Brian Gilmartin Leave a comment

At breakfast this morning, while perusing John Butter’s weekly Factset missive on Sp 500 earnings, John noted that the expected…

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Posted in: AT&T (T), bond proxy, Energy sector, Financial sector, Financials, Technology, VZ, Weekly Earnings Update

12.14.14: Weekend Reading from Other Bloggers Worth a Look

December 15, 2014 Brian Gilmartin Leave a comment

Jon Najarian, from OptionMonster with a good read found on Twitter, on crude oil volatility or the OVX. With crude…

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Posted in: AT&T (T), Crude oil / Energy, Energy sector, FDX, Japan and Nikkei, VZ, Yen

12.10.14: Is AT&T (T) Now a Bond Substitute ?

December 10, 2014 Brian Gilmartin Leave a comment

AT&T (T), fell 3% yesterday on nearly 3(x) average volume, after Verizon (VZ) warned about increased churn and margin pressure in its wireless…

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Posted in: AT&T (T), HYG, VZ

9.7.14: SP 500 Weekly Earnings Update: Q3 ’14 Earnings Revisions Return to Normal

September 7, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuter’s This Week in Earnings, the forward 4-quarter estimate for the SP 500 rose to $126.34 this past…

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Posted in: BA, BAC, Consumer Staples, Earnings, Earnings estimate revisions, Financial sector, HON, Industrials, Sector Earnings Growth Estimates, UTX, VZ, Weekly Earnings Update

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Fundamentalis

  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings
  • Bond Market Asset Class Returns – Not Great, but Not Shabby Either
  • SP 500 Earnings: Expected Full-year ’26 SP 500 EPS Growth was 15.6% on Jan 1, Now 22.6% as of Friday, May 1
  • Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say
  • SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again

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