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Author: Brian Gilmartin

1.10.15: SP 500 Weekly Earnings Update: “Ex-Energy” Q4 ’14’s Expected SP 500 earnings Growth Rate Around 7%

January 10, 2015 Brian Gilmartin Leave a comment

Per ThomsonReuter’s This Week in Earnings, q4 ’14 SP 500 earnings, which started getting reported this Monday, January 12th, 2015…

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Posted in: AA, Earnings, Earnings estimate revisions, Financial sector, Sector Earnings Growth Estimates, SP 500 Revenue Growth, Weekly Earnings Update

1.8.15: 2015 SP 500 Earnings Webinar Tonight with Bob Lang of Explosive Options

January 8, 2015 Brian Gilmartin Leave a comment

Bob Lang, of Explosive Options was kind enough to invite me on tonight, January 8th, 2015 at 4 pm central…

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Posted in: Bob Lang Webinar, Factset earnings data, Financial sector, S&P 500, Sector Earnings Growth Estimates

1.3.15: SP 500 Weekly Earnings Update: Financials My Top Sector Pick for 2015 – Here is Why

January 3, 2015 Brian Gilmartin Leave a comment

Although Thomson Reuters didn’t update their data correctly this week, the “forward 4-quarter” estimate saw its typical quarterly bump this…

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Posted in: Consumer Discretionary, Earnings, Earnings estimate revisions, Financial sector, Financials, Fwd 4-qtr growth rate (SP 500), S&P 500

1.1.15: A Look at Equity Style Boxes for 2014

January 1, 2015 Brian Gilmartin Leave a comment

Weekly SP 500 earnings data won’t come out until tomorrow, January 2nd, 2015, from Thomson Reuters and Factset. Examining the…

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Posted in: Growth v Value, Style analysis

12.27.14: SP 500 Weekly Earnings Update: Energy Sector’s Downward Revisions Continue Distorting SP 500 Metrics

December 27, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuter’s This Week in Earnings, the forward 4-quarter earnings estimate for the SP 500 fell by $1.00 this week…

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Posted in: Crude oil / Energy, CVX, Earnings, Earnings estimate revisions, Energy sector, Oil Services Co's, SLB, XOM

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Fundamentalis

  • Netflix Earnings Preview: Margin Guidance Continues to be Revised Higher
  • 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

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