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Author: Brian Gilmartin

11.18.14: REIT’s Will Be 11th Sector of the SP 500

November 18, 2014 Brian Gilmartin Leave a comment

Standard & Poor’s made a big announcement in the last few weeks: REIT’s will be broken out as a separate…

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Posted in: Financial sector, REIT's

11.15.14: SP 500 Weekly Earnings Update: q4 ’14 SP 500 Expected Earnings Growth Starts to Stabilize

November 15, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuters’ “This Week in Earnings” the forward 4-quarter earnings estimate for the SP 500 fell this week to…

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Posted in: Sector Earnings Growth Estimates, Weekly Earnings Update

11.8.14: SP 500 Revenue Growth, 3rd and 4th Quarters

November 8, 2014 Brian Gilmartin Leave a comment

We occasionally post an update to SP 500 revenue growth, which we are doing tonight again here (FCSP500revgro(qtrly)). As you can see SP…

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Posted in: S&P 500, SP 500 Revenue Growth

11.7.14: SP 500 Weekly Earnings Update: Energy and Basic Material Downward Revisions Exerting Pressure on Forward Estimates

Brian Gilmartin Leave a comment

Per Thomson Reuters, This Week in Earnings, the forward 4-quarter estimate for the SP 500 closed this week at $126.77,…

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Posted in: BAC, Basic Materials, Earnings, Earnings estimate revisions, Energy sector, Fwd 4-qtr growth rate (SP 500), Weekend Link Fest

11.5.14: How Big of an Impact is Energy Having on 4th quarter SP 500 Earnings Growth ?

November 5, 2014 Brian Gilmartin Leave a comment

Per Greg Harrison of Thomson Reuters, as of 11/4/14, the SP 500’s q4 ’14 year-over-year earnings growth for the key…

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Posted in: Energy sector, S&P 500, Sector Earnings Growth Estimates

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Fundamentalis

  • Updating the Non-Correlateds: Boeing and IBM Trying to Become Relevant Again
  • Hyperscaler Earnings Previews: Alphabet, Microsoft and Amazon – Maybe the Bearish Sentiment Will Help
  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week
  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC
  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth

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