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Weekly Earnings Update: Earnings Season Over – Growth Was Pretty Solid Across the SP 500

May 22, 2015 Brian Gilmartin Leave a comment

By the numbers: The forward 4-quarter SP 500 EPS estimate as of today was $122.09, up slightly from last week’s…

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Posted in: Apple (AAPL), Energy sector, Weekly Earnings Update, WMT

Treasuries – Most Oversold since 2009, But Conflicting Signals Grow

May 20, 2015 Brian Gilmartin Leave a comment

While contemplating a couple of different blog posts today, Gary Morrow’s post from This Week on Wall Street (TWOWS), pretty…

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Posted in: GLD, interest rates, thestreet.com, TLT, Treasuries, WMT

SP 500 Weekly Earnings Update: Still No Growth in the Forward Estimate

May 16, 2015 Brian Gilmartin Leave a comment

By the numbers: The forward 4-quarter EPS estimate per Thomson Reuters “This Week in Earnings” was $122.05 this week, versus…

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Posted in: Apple (AAPL), Crude oil / Energy, Earnings, Earnings estimate revisions, Energy sector, Weekly Earnings Update

Interesting Stat on Q1 ’15 SP 500 Revenue Growth

May 14, 2015 Brian Gilmartin Leave a comment

Had some very positive responses to last night’s SP 500 valuation post. Thanks for the comments. A question from Leslie…

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Posted in: Amazon, Apple (AAPL), CSCO, Financial sector, Financials, MSFT, QQQE, SP 500 Revenue Growth, Uncategorized

Looking at the SP 500’s Valuation

May 13, 2015 Brian Gilmartin Leave a comment

A better title for tonight’s post might be “What is the True Growth Rate of Q1 ’15 SP 500 Earnings…

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Posted in: Apple (AAPL), Bond Market(s), Energy sector, S&P 500, SP 500 Valuation

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Fundamentalis

  • SP 500 Earnings: Forward SP 500 Estimates Still Rising – Oracle Reports This Week
  • International Equity Annual Returns: Non-Correlated to the US Returns and Don’t Forget Japan
  • Annual Fixed Income Returns: Emerging Markets Lead, Muni’s Lag
  • Aiming for 4th Year in a Row of Double-Digit SP 500 Returns: Buyer Beware
  • Walmart Earnings Summary: The Bigger Picture Story: Walmart is Closing the Gap with Amazon in E-commerce

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