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Month: June 2015

Weekly Earnings Update: Forward Estimate Should Move up to $124 – $125 With New Quarter Next Week

June 26, 2015 Brian Gilmartin Leave a comment

The quarterly bump next week as the calendar rolls into 3rd quarter, 2015, should take the “forward 4-quarter” earnings estimate…

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

Are Treasuries Poised for a Breakdown ?

June 24, 2015 Brian Gilmartin Leave a comment

After last Wednesday’s Federal Reserve (FOMC) announcement, the aspect that most impressed me about Janet Yellen’s comments was how “dovish”…

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Posted in: AGG, TLT, TNX, Treasuries

SP 500 Weekly Earnings Update: Housing, Retail, and a Few Tech Companies Report This Week

June 20, 2015 Brian Gilmartin Leave a comment

Per Thomson Reuters, the forward 4-quarter earnings estimate rose this week to $122.03, from last week’s $122.01. The P.E ratio…

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Posted in: Energy sector, FDX, Financial sector, IBM, LEN, NKE, ORCL, Weekly Earnings Update

Weekly Earnings Update: Q2 ’15 Earnings Revisions Not As Negative As Typically Seen

June 15, 2015 Brian Gilmartin Leave a comment

Per Thomson Reuters, the “forward 4-quarter” estimate this week was $122.01, down from last week’s $122.12. The P.E ratio on…

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Posted in: Earnings, Weekly Earnings Update

Weekly Earnings Update: Forward Estimate and Growth Rate Have Stabilized

June 6, 2015 Brian Gilmartin Leave a comment

By the numbers: The forward 4-quarter estimate per Thomson Reuters this week was $122.12, versus last week’s $122.09. P.E ratio:…

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

Fundamentalis

  • Financials Report This Week: Citi and JPMorgan Kick-Off the Big Banks Tuesday Morning
  • Technology Sector: Looking at the Last 5 Quarters “Upside Surprise” Factor
  • SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated
  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate

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