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Category: Financial sector

12.21.14: Ranking SP 500 Sectors Strongest to Weakest in terms of 2015 Expected Earnings Growth

December 21, 2014 Brian Gilmartin Leave a comment

Looking at the changes in 2015 expected earnings growth by sector since October 1 ’14, and as of December 19…

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Posted in: Apple (AAPL), AT&T (T), Financial sector, Financials, Industrials, Sector Earnings Growth Estimates, SP 500 forecast(s), Technology

12.18.14: 5th Correction now in 2014 – P.E Expansion Could Get Harder Going Forward

December 18, 2014 Brian Gilmartin Leave a comment

Assuming that the Santa Claus rally started in earnest yesterday, we’ve just finished our 5th correction in the SP 500…

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Posted in: Financial sector, Financials, Industrials, PE expansion / contraction, SP 500 corrections, SP 500 forecast(s), Technology

12.11.14: SP 500: Earnings Weight vs Market Cap Weight in Index

December 11, 2014 Brian Gilmartin Leave a comment

Had to throw this spreadsheet up FC – marketcapvsearningswt (click on the link) to show readers the difference between a sector’s earnings…

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Posted in: Energy sector, Financial sector, S&P 500

11.30.14: Sector returns for 2014

November 30, 2014 Brian Gilmartin Leave a comment

Since so much of our earnings work is sector-related, here is a quick recap of sector returns for November ’14,…

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Posted in: Basic Materials, Consumer Discretionary, Consumer Staples, Financial sector, Industrials, Technology

11.18.14: REIT’s Will Be 11th Sector of the SP 500

November 18, 2014 Brian Gilmartin Leave a comment

Standard & Poor’s made a big announcement in the last few weeks: REIT’s will be broken out as a separate…

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Posted in: Financial sector, REIT's

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  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change

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