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Category: SP 500 Revenue Growth

SP 500 Revenue Update: First Signs of Stabilization in Expected Q2 ’20 Revenue

May 29, 2020 Brian Gilmartin Leave a comment

The constant focus on SP 500 earnings often overlooks the importance of SP 500 revenue. The same quality analysis of…

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Posted in: Corporate High Yield, Credit markets, SP 500 Earnings Yield, SP 500 estimate revision data, SP 500 Revenue Growth, Weekly Earnings Update

Q2 ’20 Revenue Growth – Here’s the Progression as Q2 ’20 is Expected to be the Bottom

April 18, 2020 Brian Gilmartin Leave a comment

One metric being watched closely the last 6 weeks is the progression in Q2 ’20 revenue expectations. No surprise to…

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Posted in: SP 500 Revenue Growth

Use “Averages” i.e. Look at 2021 (and Forward Quarters) for a Better Read On Earnings

April 13, 2020 Brian Gilmartin Leave a comment

Q1 ’20 SP 500 earnings are going to reflect (probably) a strong January and February, 2020 and then a very…

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Posted in: SP 500 estimate revision data, SP 500 Revenue Growth, Standard & Poors Earnings Data

SP 500 Weekly Earnings Update: SP 500 Still Expecting High 4% – Low 5% Revenue Growth in 2020

November 2, 2019 Brian Gilmartin Leave a comment

We heard very little about this week’s Ron Baron forecast, where he predicted a 650,000 DJIA in 50 years. The…

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Posted in: SP 500 Revenue Growth, Weekly Earnings Update

SP 500 Earnings: Forward “Expected” SP 500 Earnings Growth Rate Falls Below 3%

July 27, 2019 Brian Gilmartin Leave a comment

  So much will be written this weekend about the FOMC meeting Wednesday, but here is the snapshot of the…

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Posted in: FOMC meeting, Fwd 4-qtr growth rate (SP 500), SP 500 estimate revision data, SP 500 Revenue Growth, Weekly Earnings Update

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Fundamentalis

  • IBM Earnings Preview: A Maddening Long Since the Late ’24 Breakout
  • JPMorgan, CitiBank Earnings Previews: Share Repurchases and Capital Return Are Probably Under-Appreciated
  • SP 500 Earnings: Quarterly Bump, 4th Year in a Row of +10% Returns, SP 500 Earnings Yield
  • Thinking About the 60% / 40% Balanced Portfolio – “Average, Annual” Bond Returns
  • Micron Technology Earnings Summary: Perspective on the Memory Cycle and Micron’s Business Model Adjustments To It

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