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Category: 2019 SP 500 earnings

Updating 2019 Earnings for Top 10 SP 500 Co’s and Top 10 Financial Positions

December 14, 2018 Brian Gilmartin Leave a comment

This was a relevant post by David Templeton of Horan Capital Advisors this week. I thought it was best addressed…

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Posted in: 2019 SP 500 earnings, Financial sector, Financials

Will SP 500 Earnings Roll Over, or Will the SP 500 Rally From Here ?

December 13, 2018 Brian Gilmartin Leave a comment

That is the whole dynamic in one simple sentence. 2019 SP 500 earnings expectations have been expecting slower growth for…

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Posted in: 2019 SP 500 earnings, FDX, Transports

All the SP 500 Has Given Back is the 3rd Quarter ’18 Rally.

December 7, 2018 Brian Gilmartin Leave a comment

Even though the 10-year Treasury yield fell 15 bp’s on the week, from 3% to 2.85, the “forward 4-quarter” estimate…

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Posted in: 2019 SP 500 earnings

SP 500 Earnings Update: Street Still Expecting 9% – 10% SP 500 Earnings Growth in 2019

November 23, 2018 Brian Gilmartin Leave a comment

With the 3rd quarter in the books for the most part, the 28% y/y earnings growth for the SP 500…

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Posted in: 2019 SP 500 earnings, Uncategorized

SP 500 Top 10 Weights – How have 2019 EPS Estimates Trended ?

November 17, 2018 Brian Gilmartin Leave a comment

  The Top 10 weights in the SP 500 which constitute roughly 22% of the SP 500 by market cap…

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Posted in: 2019 SP 500 earnings, Amazon, Apple (AAPL)

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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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