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Author: Brian Gilmartin

3.8.15: Some Earnings Insights from Factset and SP’s Howard Silverblatt

March 8, 2015 Brian Gilmartin Leave a comment

In the Weekly Earnings Update found on this blog every week, most of the data is taken from Thomson Reuters,…

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Posted in: Factset, Factset earnings data, SP 500 forecast(s), SP 500 Revenue Growth, Standard & Poors Earnings Data, Thomson Reuters TWIE Filed under: Standard & Poors Earnings data

3.7.15: SP 500 Weekly Earnings Update: Still Beating the Same Drum

March 7, 2015 Brian Gilmartin Leave a comment

Factset’s Earnings Insight, overseen by John Butters, who was responsible for Thomson Reuters, “This Week in Earnings” (TWIE) every week,…

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Posted in: Earnings estimate revisions, Energy sector, Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update

3.2.15: What did SP 500 Earnings Look Like in 2014 at This Time ?

March 3, 2015 Brian Gilmartin Leave a comment

It is hard to forget the winter of 2014, at least in the Midwest. Boston is getting in 2015, in…

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Posted in: Crude oil / Energy, Earnings, Earnings estimate revisions, Energy sector, S&P 500, Sector Earnings Growth Estimates, SP 500 forecast(s)

2.28.15: SP 500 Weekly Earnings Update: 2015 EPS Expectations are Simply Too Low

February 28, 2015 Brian Gilmartin Leave a comment

With 439 of the SP 500 having reported q4 ’14 earnings per Thomson Reuters, basically 2014 EPS numbers are in…

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Posted in: Crude oil / Energy, Energy sector, Financial sector, Financials, Fwd 4-qtr growth rate (SP 500), PE expansion / contraction, Weekly Earnings Update

2.27.15: Excluding Energy from SP 500 Earnings Estimates – Good or Bad Analysis ?

February 27, 2015 Brian Gilmartin Leave a comment

In last week’s SP 500 earnings update,I talked about excluding Energy from the SP 500 earnings data for q4 ’14,…

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Posted in: Earnings, Earnings estimate revisions, Energy sector, Sector Earnings Growth Estimates

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Fundamentalis

  • Financials Report This Week: Citi and JPMorgan Kick-Off the Big Banks Tuesday Morning
  • Technology Sector: Looking at the Last 5 Quarters “Upside Surprise” Factor
  • SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated
  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate

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