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2016 Expected Energy Sector Earnings Growth Just 3%

October 24, 2015 Brian Gilmartin Leave a comment

Per Thomson Reuters data this week, with 172 companies having reported Q3 ’15 earnings, the EPS beat rate is strong…

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

Value vs Growth: Growth Still Way Ahead for 2015

October 21, 2015 Brian Gilmartin Leave a comment

Thursday night, October 22nd, is a big night for traditional Technology Growth investors with Amazon and Google (or Alphabet, or…

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Posted in: Style analysis

SP 500 Forward 4-Quarter Estimate Compare’s Get Easier from Mid-October ’15

October 17, 2015 Brian Gilmartin Leave a comment

Regular readers know that Thomson Reuters “forward 4-quarter estimate” for the SP 500 is something that has been tracked on…

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Posted in: Fwd 4-qtr growth rate (SP 500)

First Real Week of SP 500 Earnings, Revenue Growth Still an Issue

October 16, 2015 Brian Gilmartin Leave a comment

Briefing.com has a decent earnings calendar and carries more prospective earnings reports than the SP 500. According to Briefing’s table,…

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Posted in: Amazon, BAC, F, GE, GS, IBM, INTC, MSFT, PG, SCHW, SP 500 Revenue Growth, Weekly Earnings Update, WMT

Does Earnings Pessimism Portend Favorably for the SP 500 Heading Into Earnings Season ?

October 11, 2015 Brian Gilmartin Leave a comment

In a word (or words), “Yes, yes it does” and we can thank the weekly Bespoke Report for the background…

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Posted in: Bespoke, Consumer Discretionary, HAL, Industrials, SLB

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Fundamentalis

  • Walmart Earnings Summary: Stock Testing 200-Day Moving Average After Earnings
  • StyleBox Update: The One Surprise is SmallCap Growth and Value Starting to Roll
  • SP 500 Earnings: Don’t Forget About SP 500 Revenue Growth, Maybe a Better Story
  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford
  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends

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