While (thanks to Bespoke) much of the Street and the financial media have picked up on the mega-cap concentration…
This weekend, some time was spent looking at how the top 5 stocks in the SP 500 (SPY ETF) looked…
I wanted to post this data just to show how sector earnings data can be useful. from Thomson and Factset,…
At breakfast this morning, while perusing John Butter’s weekly Factset missive on Sp 500 earnings, John noted that the expected…
Looking at the changes in 2015 expected earnings growth by sector since October 1 ’14, and as of December 19…