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Category: Energy ETF’s (XLE

Energy & Financials: The Energy Sector has Shrunk to Just 4.5% SP 500 Market Cap weight

September 1, 2019 Brian Gilmartin Leave a comment

Energy is now just 4.5% of the SP 500 market cap weight, down from a high of 15% in September,…

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Posted in: Berkshire Hathaway, Energy ETF's (XLE, Energy sector, Financial sector, Financials, JPM

Are SP 500 Earnings Estimates Suggesting an Industrial Recovery in 2020 ?

August 3, 2019 Brian Gilmartin Leave a comment

Last week, the 2020 expected growth rates by sector were noted on the blog here. This week, what has caught…

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Posted in: Basic Materials, Commodities, Energy ETF's (XLE, Energy sector, Weekly Earnings Update

How Has Expected 2019 SP 500 Earnings Growth Changed ?

February 8, 2019 Brian Gilmartin Leave a comment

Source: I/B/E/S by Refinitiv  Energy and Basic Materials, as well as Technology – led by Apple – have been the…

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Posted in: Basic Materials, Energy ETF's (XLE, Technology

OPEC meeting, Saudi Aramco and the State of Commodities

June 20, 2018 Brian Gilmartin Leave a comment

Because of the diminished long-terms returns-on-invested-capital and the inability for many commodity companies to build what Mr. Buffett and Morningstar…

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Posted in: Commodities, Crude oil / Energy, Energy ETF's (XLE, Energy sector, Financial sector, Financials

Energy Sector: Overbought, but it May Not Matter

April 18, 2018 Brian Gilmartin Leave a comment

Bernie Schaeffer of Schaeffer’s Investment Research published this piece on Sunday, April 15th. (See below the dotted line.) So far…

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Posted in: Energy ETF's (XLE

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