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Month: May 2014

5.31.14: SP 500 Weekly Earnings Update: Q2 ’14 SP 500 Earnings Growth Shaping Up Nicely

May 31, 2014 Brian Gilmartin Leave a comment

According to Thomson Reuters, “This Week in Earnings” dated 5/30/14, the forward 4-quarter estimate for the SP 500 fell to…

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Posted in: Weekly Earnings Update

5.25.16: Weekend Linkfest – Other Opinions You Must Read

May 25, 2014 Brian Gilmartin Leave a comment

Navy Admiral William McRaven, gives the commencement address at University of Texas, Austin. You must read it or listen to…

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Posted in: Weekend Link Fest

5.24.14: SP 500 Earnings Update: Forward Estimate Growth Rate Improves for 6th Straight Week

May 24, 2014 Brian Gilmartin Leave a comment

In honor of Memorial Day, thank a vet this weekend. It is the ultimate sacrifice, and as the old saying…

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Posted in: Earnings, Earnings estimate revisions, Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update

5.21.14: Commodity Stocks Reverse Recent Strength on 5.20.14

May 21, 2014 Brian Gilmartin Leave a comment

Yesterday, was a George Costanza day (you have to be a Seinfeld fan) yesterday, as the commodity stock strength we wrote…

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Posted in: AA, Basic Materials, FCX, X

5.18.14: EPS Up Revisions back above 50%

May 18, 2014 Brian Gilmartin Leave a comment

Thomson Reuters publishes a weekly table entitled, “U.S. Weekly Revisions” that details the total number of earnings estimate revisions for…

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Posted in: Earnings, Earnings estimate revisions

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Fundamentalis

  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought
  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

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