The expected year-over-year growth of the SP 500 EPS estimate for 2019 has now slowed to +5.5% versus the expected +13.6% as of September 28, 2018. Looking at the change in the expected 2019 earnings growth by sector, Energy seems … Continued
Guys like Jeff Miller at NewArc Capital and Josh Brown are frequently quoted on this blog. Their research is top-notch and its also written in a way that is readily digestible for readers. Today’s piece is from Norm Conley of … Continued
This table has been posted a few times in the last 14 weeks, but to save readers the trouble, all the previous end periods are included. As of this weekend, of the Top 10 Market Cap weights within the SP … Continued
At least 22 large-cap Financials report this coming week and for clients, JP Morgan (JPM) and Charles Schwab (SCHW) are the most important. These positions aren’t really traded and have been core holdings for years, and even though the Financial … Continued
Here is the change in the 2019 SP 500 “expected” earnings growth by sector the last 7 months. Here is what really surprised me though: check the trends in the SP 500 revenue estimates since the market peak in … Continued
Q4 ’18 earnings start this week but the week following, January 14th through 18th, is when we see a whole plethora of financial services companies kick off Q4 ’18 earnings. With the decline in the SP 500 in Q4 ’18, … Continued