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SP 500 Earnings Update: Forward Estimate Growth now over 20%

February 16, 2018 Brian Gilmartin Leave a comment

https://insight.factset.com/record-number-of-sp-500-companies-issuing-positive-eps-guidance-for-2018 The above link may be the best summary of this week’s earnings “action” but Factset notes pointedly that “A…

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Posted in: 10-year Treasury yield, Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update

SP 500 gains: Tax reform or economic growth ?

February 13, 2018 Brian Gilmartin Leave a comment

  Click on the table to enlarge the spreadsheet, but the table shows SP 500 revenue growth – by sector…

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Posted in: SP 500 Revenue Growth

SP 500 “Earnings Yield” Jumps to 6.1% / Forward Growth Rate to 20%

February 9, 2018 Brian Gilmartin Leave a comment

Given the market action this week, i wondered if Street analysts would pull in their bullishness on forward SP 500…

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Posted in: 10-year Treasury yield, Weekly Earnings Update

What Years Saw Strong SP 500 Earnings Growth but Little Return on the Benchmark ?

February 7, 2018 Brian Gilmartin Leave a comment

The two most glaring examples are 1994 and 2011. We’ve written about these years before as examples of years where…

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Posted in: PE expansion / contraction

How Have 2018 Growth Expectations Changed by Sector ?

February 3, 2018 Brian Gilmartin Leave a comment

  This blog post (see link) was written last December, 2017, and given tax reform and the hefty 6% return for…

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Posted in: Financial sector, Financials, Sector Earnings Growth Estimates, Technology

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Fundamentalis

  • Cisco Earnings Preview: More Cautious After Recent Events
  • Updating the Non-Correlateds: Boeing and IBM Trying to Become Relevant Again
  • Hyperscaler Earnings Previews: Alphabet, Microsoft and Amazon – Maybe the Bearish Sentiment Will Help
  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week
  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC

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