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Category: Earnings

6.15.13: SP 500 Earnings Update – Do Earnings Matter and Stay with Financials

June 16, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuters, the “forward 4-quarter” earnings estimate for the SP 500 rose a smidge this week, to $113.32, from last…

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Posted in: CAT, CME, DE, Earnings, GS, JPM, S&P 500, SCHW, TBF - inverse Treasury

6.8.13 SP 500 Earnings Update: 5% SP 500 Earnings Growth the Norm Right Now – It Will Get Better

June 9, 2013 Brian Gilmartin Leave a comment

The “forward 4-quarter earnings estimate” for the SP 500 slipped to $113.22 last week, from $113.38 the week prior, as…

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Posted in: Bond Funds, Bond Market(s), CME, Earnings, Facebook (FB), FB, MRK, PFE, S&P 500

5.18.13: SP 500 Earnings Update: SP 500 P.E Ratio now Expanding – Highest Since 2009 – Return of Global Growth ?

May 19, 2013 Brian Gilmartin Leave a comment

We have our first CNBC appearance on Monday morning, May 20th at 9:15 am central time (approximately). We’ll be talking…

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Posted in: CSCO, Earnings, Eurozone Crisis, S&P 500, SCHW, TBF - inverse Treasury, thestreet.com, WMT

5.11.13: SP 500 Earnings update: SP 500 Earnings Yield below 7%, First Time since December, 2007

May 12, 2013 Brian Gilmartin Leave a comment

Per Thomsonreuters, the forward 4-quarter estimate for the SP 500 slipped $0.27 this past week to $113.57, from last week’s…

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Posted in: AMGN, Earnings, F, Financials, JPM, SCHW, Uncategorized, Utilities

5.4.13: SP 500 Earnings Update: Q1 ’13 SP 500 earnings growing +5.1%, Financials Still Favored, Love JPM

May 6, 2013 Brian Gilmartin Leave a comment

CNBC is trying to make a big push into making earnings season sound relevant. Bob Pisani was breathless this week,…

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Posted in: Earnings, JPM, S&P 500, SCHW, thestreet.com, WMT

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Fundamentalis

  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • 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

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