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Author: Brian Gilmartin

10.5.13 SP 500 Earnings Update: Record High SP 500 Dollar Estimate, But Forward Growth Rate Slows

October 5, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuters, the “forward 4-quarter” EPS estimate for the SP 500 jumped to $119.04 this week, from last weeks $115.46,…

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Posted in: AA, Apple (AAPL), Consumer Staples, Earnings, Facebook (FB), FCX, Financial sector, mu, S&P 500, X

10.4.13: A Quick Look at Hewlett-Packard (HPQ)

October 4, 2013 Brian Gilmartin Leave a comment

We will be out with our Weekend Earnings Update tomorrow, Saturday, 10/5/13, but we wanted to put up a quick…

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Posted in: HPQ

SP 500 Earnings: Early Look at the 2014 Estimate and Valuation for SP 500

October 1, 2013 Brian Gilmartin Leave a comment

If you listen to most commentary around SP 500 earnings, it is usally negative (for good reason) particularly since mid-2012,…

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Posted in: Earnings, S&P 500

9.30.13: SP 500 Earnings Estimate Revisions – Dollar Estimate Getting Less Negative

Brian Gilmartin Leave a comment

John Butters of Factset noticed something that we picked up in our earnings data over the weekend, but since John…

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Posted in: Earnings, Earnings estimate revisions, S&P 500

9.28.13 SP 500 Earnings Update: The Sentiment Shifts in This Bull Market Remain its Most Compelling Trait

September 29, 2013 Brian Gilmartin Leave a comment

Reflection of the week: when they shovel dirt on top of me, (hopefully not anytime soon), I want to go…

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Posted in: AA, BAC, Bond Funds, Bond Market(s), bond proxy, CNBC, Earnings, FCX, Financial sector, Financials, HYD, HYG, IEF, interest rates, MUB, Municipal Bond market, S&P 500, TBF - inverse Treasury, TLT, X

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Fundamentalis

  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought
  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

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