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Category: Consumer Discretionary

2016 Expected Energy Sector Earnings Growth Just 3%

October 24, 2015 Brian Gilmartin Leave a comment

Per Thomson Reuters data this week, with 172 companies having reported Q3 ’15 earnings, the EPS beat rate is strong…

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Posted in: Apple (AAPL), Consumer Discretionary, Energy sector, Weekly Earnings Update

Does Earnings Pessimism Portend Favorably for the SP 500 Heading Into Earnings Season ?

October 11, 2015 Brian Gilmartin Leave a comment

In a word (or words), “Yes, yes it does” and we can thank the weekly Bespoke Report for the background…

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Posted in: Bespoke, Consumer Discretionary, HAL, Industrials, SLB

Weekly Earnings Update: Forward 4-Quarter Estimate Turns Positive Again

April 11, 2015 Brian Gilmartin Leave a comment

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

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Posted in: Apple (AAPL), Consumer Discretionary, Consumer Staples, Crude oil / Energy, Factset, Factset earnings data, Financial sector, Financials, Weekly Earnings Update

1.71.15: SP 500 Weekly Earnings Update

February 7, 2015 Brian Gilmartin Leave a comment

The equity market bears have now recently become SP 500 earnings bears, and to be frank, at least in terms…

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Posted in: Consumer Discretionary, Crude oil / Energy, Energy sector, Weekly Earnings Update

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

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Fundamentalis

  • The HealthCare Sector: A Look at Sector Earnings Trends
  • Bond Market Update and April PCE Data This Coming Week
  • SP 500 Earnings: SP 500 Q2, Q3 ’25 EPS Revisions, and A Look at Apple and United Health’s Revisions
  • Walmart Earnings Summary: Tariffs Not as Critical as Long-Term Flywheel Improvements
  • Cisco Earnings Summary: 5% Free-Cash-Flow Yield is a Big Plus

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