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Category: Standard & Poors Earnings Data

Q4 ’16 and 2017 Expected Sector Earnings Growth Rates Seeing Upward Revisions

July 6, 2016 Brian Gilmartin Leave a comment

An oft-used analogy for many circumstances, “Waiting For Godot” seems the perfect analogy for the anticipated faster earnings growth from…

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Posted in: Sector Earnings Growth Estimates, Standard & Poors Earnings Data

How Are SP 500 Earnings Looking for Full-Year 2016 ? (Energy is Beyond Ugly)

February 11, 2016 Brian Gilmartin Leave a comment

Meant to publish this earlier this week… Which sectors have improved in terms of Q4 ’15 earnings growth since Jan…

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Posted in: Biotech, Emerging Markets, Energy ETF's (XLE, Energy sector, Russell 2000, S&P 500, Sector Earnings Growth Estimates, Standard & Poors Earnings Data, US Dollar

SP 500 Earnings: Q4 ’15 Earnings / Weaker US Dollar / Brutal Rotation

February 6, 2016 Brian Gilmartin Leave a comment

With about 60% of the SP 500 having reported Q4 ’15 financial results, SP 500 earnings growth “ex-Energy” is +2.10%,…

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Posted in: Currency, SP 500 forecast(s), SP 500 Revenue Growth, Standard & Poors Earnings Data, US Dollar

SP 500: Guidance for 2016 is Pretty Bad / Revisions Worst in Years

February 1, 2016 Brian Gilmartin Leave a comment

With two weeks left in the SP 500 Q4 ’15 earnings reporting season (the quarter end is unofficially thought to…

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Posted in: Earnings estimate revisions, Standard & Poors Earnings Data

SP 500 Earnings: “Forward 4-Quarter Estimate” Growth Rate Turns Positive; 2016 Energy Estimates Still Falling

December 26, 2015 Brian Gilmartin Leave a comment

For many weeks of the quarter, SP 500 earnings discussions are bland and droll: outside of the weekly number updates,…

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Posted in: Amazon, Consumer Discretionary, Crude oil / Energy, Energy ETF's (XLE, Energy sector, Fwd 4-qtr growth rate (SP 500), Standard & Poors Earnings Data, Weekly Earnings Update

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Fundamentalis

  • Technology Sector: Looking at the Last 5 Quarters “Upside Surprise” Factor
  • SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated
  • 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)

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