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Category: Industrials

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

SP 500 Weekly Earnings Update: Looking at Q3 and Q4 ’15 Expected Earnings Growth

September 19, 2015 Brian Gilmartin Leave a comment

Statistically, the next 5 trading days are one of the weakest in terms of weekly SP 500 returns according to…

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Posted in: Financial sector, Financials, Industrials

Weekly Earnings Update: Just 30% of Industrial Co’s Reporting Upside Revenue Surprises

August 8, 2015 Brian Gilmartin Leave a comment

By the Numbers: The forward 4-quarter estimate this was $124.28 versus last week’s $124.90 and $125.60 of 5 weeks ago.…

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Posted in: GE, Industrials

Some SP 500 Earnings Errata And Ammendations

April 27, 2015 Brian Gilmartin Leave a comment

Here is a table I build occasionally using Bespoke, Schwab, and Thomson Reuters data. BespokeSP500 sector data It would have been more…

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Posted in: Earnings, Factset, Factset earnings data, Financial sector, Financials, GE, Industrials, Uncategorized

SP 500 Weekly Earnings Update: Industrial Sector Revisions Positive in Q1 ’15

March 27, 2015 Brian Gilmartin Leave a comment

By the numbers: Forward 4-quarter SP 500 earnings estimate: $119.96, versus $119.38 from last week, the first sequential increase in…

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Posted in: Industrials, mu, Sector Earnings Growth Estimates, SNDK, Weekly Earnings Update

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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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