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Category: Market-Cap weights

Is the SP 500 Just Another Large-Cap Growth Fund ?

September 30, 2017 Brian Gilmartin Leave a comment

(This blog post could be classified as – somewhat like the Jerry Seinfeld show – a post about nothing. I’m…

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Posted in: Market-Cap weights, S&P 500, Schumpeter's Creative Destruction, Technology

Whatever Market’s Issues, SP 500 Earnings Are Definite Positive

August 13, 2017 Brian Gilmartin Leave a comment

The spike in the VIX this week, brought out the various market statisticians that talked about “forward returns” around the…

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Posted in: Earnings estimate revisions, Fwd 4-qtr growth rate (SP 500), Market-Cap weights

Market Cap Matters in Earnings Season

July 25, 2017 Brian Gilmartin Leave a comment

With the latest earnings update last week, it wasn’t noticed until post-publication, that only two of the eleven sectors of…

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Posted in: Market-Cap weights, Sector Earnings Growth Estimates

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Fundamentalis

  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine
  • Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin
  • Cisco is Fine Post Earnings: Cisco and IBM Might be the “Anti-AI” Tech Stocks
  • Cisco Earnings Preview: Stock Price Nearing It’s April, 2000, All-Time-High

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