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Author: Brian Gilmartin

11.23.13: SP 500 Earnings Update: 2014 SP 500 Earnings Growth Should be Stronger than 2013’s 7% – 8%

November 23, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuters, the forward 4-quarter estimate for the SP 500 fell $0.16 last week to $117.72. The p.e ratio on…

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

11.18.13: Updating the SP 500 “Forward 4-Quarter” Growth Rate

November 18, 2013 Brian Gilmartin Leave a comment

A key metric not often understood, the “forward 4-quarter growth rate” is something we calculate using the ThomsonReuter’s “Forward 4-quarter”…

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Posted in: Fwd 4-qtr growth rate (SP 500)

11.17.13: A Brief History of Weekly Earnings Revisions for 9,000 Public Companies

November 17, 2013 Brian Gilmartin Leave a comment

  In a perfect example of the navel-gazing we (I) do around SP 500 earnings data, the very detailed and elaborate…

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Posted in: Earnings estimate revisions

11.16.13: SP 500 Earnings Update: Forward 4-qtr Growth Rate Moving Higher / How Important is JP Morgan ?

November 16, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuter’s “This Week in Earnings” published late Friday, 11.15.13, the “forward 4-quarter estimate” for the SP 500 slipped to…

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Posted in: Earnings, Earnings estimate revisions, Financial sector, JPM, S&P 500, Weekly Earnings Update

11.13.13: A Little More on Pfizer

November 13, 2013 Brian Gilmartin Leave a comment

  Gary Morrow is one of our favorite technicians, from our days together at the Street.com. Morrow runs a hedge fund…

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Posted in: PFE

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Fundamentalis

  • 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
  • Market Breadth Perspective and Avoid Nike After the Guidedown

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