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Category: CVX

How are SP 500 Earnings Expectations Changing for Q2 and Full-Year 2016 ?

April 27, 2016 Brian Gilmartin Leave a comment

By the end of this week, we will have heard from about 60% of the SP 500 in terms of…

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Posted in: AA, Apple (AAPL), BAC, Basic Materials, CVX, FCX, GS, X, XOM

The Energy Sector: Bottoming or “Lower for Longer” ?

July 26, 2015 Brian Gilmartin Leave a comment

Since last September, ’14, the Energy sector has gotten crushed, and basic commodities have followed. When this blog post was…

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Posted in: Crude oil / Energy, CVX, Energy sector, HAL, SLB, Uncategorized, XOM

12.27.14: SP 500 Weekly Earnings Update: Energy Sector’s Downward Revisions Continue Distorting SP 500 Metrics

December 27, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuter’s This Week in Earnings, the forward 4-quarter earnings estimate for the SP 500 fell by $1.00 this week…

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Posted in: Crude oil / Energy, CVX, Earnings, Earnings estimate revisions, Energy sector, Oil Services Co's, SLB, XOM

10.19.14: Drilling Down into the Energy Sector

October 19, 2014 Brian Gilmartin Leave a comment

Thanks to Greg Harrison, of ThomsonReuters, this is how the Energy Sector earnings are distributed amongst and between the various…

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Posted in: BHI, CVX, Energy sector, Integrated Oil Co's, Oil Services Co's, Sector Earnings Growth Estimates, XOM

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Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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