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Expect SP 500 Earnings Growth Near +3% for Q3 ’16, But What About Energy ?

October 2, 2016 Brian Gilmartin Leave a comment

Here is what Thomson Reuters and Factset are expecting for Q3 ’16 SP 500 earnings growth as of September 30…

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Posted in: Earnings, Earnings estimate revisions, Energy ETF's (XLE, Energy sector, Factset, Factset earnings data, SP 500's "upside surprise", Standard & Poors Earnings Data

SP 500 Weekly Earnings Update: Expect “Fwd 4-Qtr” Estimate to be Near $129 Next Week

October 1, 2016 Brian Gilmartin Leave a comment

Because yesterday was quarter-end of 9/30/16, and Thomson Reuters cuts off the earnings data as of Thursday night, 9/29/16, the…

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Posted in: Amazon, Energy ETF's (XLE, Energy sector, Factset earnings data, Forward SP 500 earnings curve, Technology, Weekly Earnings Update

SP 500 Weekly Earnings Update: Bullish for Next 2 Quarters, Election Notwithstanding

September 25, 2016 Brian Gilmartin Leave a comment

Let’s take a quick look at revisions within the SP 500. fc-eps-estimate-revisions Hopefully this spreadsheet, which has been updated weekly…

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Posted in: Basic Materials, Bespoke, Earnings, Earnings estimate revisions, Energy ETF's (XLE, Energy sector, HYG, Weekly Earnings Update

How are SP 500 Earnings Expected to Change Between Q2 ’16 and Q3 ’16 ?

September 20, 2016 Brian Gilmartin Leave a comment

With just 10 days left in the 3rd quarter, 2016, here is how SP 500 earnings changed after the Street…

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Posted in: Earnings estimate revisions

SP 500 Weekly Earnings Update: One Guy, and the Tech Sector

September 17, 2016 Brian Gilmartin Leave a comment

“One Guy” – listening to the Delivering Alpha conference this week with one ear, doing some spreadsheet work, I was…

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Posted in: Apple (AAPL), Asset allocation, TBF - inverse Treasury, Technology, Weekly Earnings Update

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Fundamentalis

  • Walmart Earnings Summary: The Bigger Picture Story: Walmart is Closing the Gap with Amazon in E-commerce
  • Walmart Earnings Preview: Tariff Impact Fading, Still Looking for Margin Gains Ahead
  • SP 500 Earnings and Style-Box Update
  • International Annual Returns, The Breakout in the Nikkei, and Top 10 Holdings
  • Don’t Expect SP 500 Earnings to Call a Market Top

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