Here was the 2016 forecast, calling for 10% and while it looked pretty remote the first 2 months of 2016, the forecast paid off. Here was the 2015 forecast, made in December, ’14 as the Energy sector was just starting … Continued
Occasionally it helps to take a step back and look at the annual SP 500 earnings data: 2017: $134.26 – (est) 14% SP 500 earnings growth expected next year 2016: $117.94 – est. Another year of 0% – 1% growth … Continued
With about 60% of the SP 500 having reported Q4 ’15 financial results, SP 500 earnings growth “ex-Energy” is +2.10%, with revenue growth just barely positive at +0.90%. Here is the working spreadsheet, data courtesy of David Aurelio of ThomsonReuters … Continued
Here is our update on the SP 500’s “market cap vs earnings weight” of the 10 SP 500 sectors: FC – marketcapvsearningswt The story the data is telling hasn’t changed in a while and remains the primary reason I remain … Continued
http://blog.kimblechartingsolutions.com/2015/11/sp-500-dangerous-for-bull-case-if-prices-turn-weak-here Thanks to Ryan Detrick, a technical analyst I’ve followed for many years, I’ve also started following Chris Kimble’s work. Chris is a technician that that started Kimble Charting, and looks to be giving great perspective on charts for many … Continued
Each year around this time, halfway through the calendar 4th quarter, a stab is taken at trying to calibrate next year’s SP 500 earnings growth. It is an exercise in attempting to bottle fog, since estimates change every day, particularly … Continued
In the Weekly Earnings Update found on this blog every week, most of the data is taken from Thomson Reuters, “This Week in Earnings” (TWIE). Greg Harrison seems to be the primary author, and is very responsive to inquiries abut … Continued
It is hard to forget the winter of 2014, at least in the Midwest. Boston is getting in 2015, in January and February what Chicago and the Midwest was hammered with last year. So last winter 2014, after the 32.5% … Continued
Here is the trend in the SP 500’s expected, full-year, 2015 sector earnings growth over three time-frames: Column 1 is as of Friday, January 16th, 2015 Column 2 is as of January 1, 2015 Column 3 is as of October … Continued
Looking at the changes in 2015 expected earnings growth by sector since October 1 ’14, and as of December 19 ’14: 1.) Financials: +17.6%, +16.7% ( a slight increase in the last 11 weeks, which is better than the rest of the … Continued