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Author: Brian Gilmartin

2.1.15: SP Weekly Earnings Update: Still Not an Earnings Cassandra

February 1, 2015 Brian Gilmartin Leave a comment

According to ThomsonReuters, “This Week in Earnings”, the forward, 4-quarter” earnings estimate for the SP 500 slipped to $121.99, down…

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Posted in: Earnings, Financials, Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update

1.24.15: SP 500 Weekly Earnings Update: Core SP 500 Earnings Growth on Track for High-Single-Digits

January 24, 2015 Brian Gilmartin Leave a comment

At breakfast this morning, while perusing John Butter’s weekly Factset missive on Sp 500 earnings, John noted that the expected…

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Posted in: AT&T (T), bond proxy, Energy sector, Financial sector, Financials, Technology, VZ, Weekly Earnings Update

1.19.15: A look at 2015’s Full-Year Growth Estimates by Sector

January 19, 2015 Brian Gilmartin Leave a comment

Here is the trend in the SP 500’s expected, full-year, 2015 sector earnings growth over three time-frames: Column 1 is…

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Posted in: Energy sector, Financial sector, Financials, Sector Earnings Growth Estimates, SP 500 forecast(s)

1.18.15: An Update on Energy Sector Revisions

January 18, 2015 Brian Gilmartin Leave a comment

The change in expected earnings growth for the Energy sector has been brutal. FCEnergyRtofChange Readers can quickly see how the…

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Posted in: Crude oil / Energy, Energy sector, Oil Services Co's, Sector Earnings Growth Estimates, SLB, XOM

1.17.15: SP 500 Weekly Earnings Update: “Ex-Energy”, 4th Quarter, 2014 Earnings Expected to Grow +6.7%

January 17, 2015 Brian Gilmartin Leave a comment

We will get to the heart of the matter of the blog post today, and note that, despite the sturm…

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Posted in: Energy sector, Financial sector, Financials, Fwd 4-qtr growth rate (SP 500), JPM, S&P 500, Sector Earnings Growth Estimates, Weekly Earnings Update

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Fundamentalis

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  • 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

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