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Category: Financials

Some SP 500 Earnings Errata And Ammendations

April 27, 2015 Brian Gilmartin Leave a comment

Here is a table I build occasionally using Bespoke, Schwab, and Thomson Reuters data. BespokeSP500 sector data It would have been more…

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Posted in: Earnings, Factset, Factset earnings data, Financial sector, Financials, GE, Industrials, Uncategorized

Weekly Earnings Update: Forward 4-Quarter Estimate Turns Positive Again

April 11, 2015 Brian Gilmartin Leave a comment

Per Thomson Reuters “This Week in Earnings” the forward 4-quarter estimate for the SP 500 fell slightly this week to…

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Posted in: Apple (AAPL), Consumer Discretionary, Consumer Staples, Crude oil / Energy, Factset, Factset earnings data, Financial sector, Financials, Weekly Earnings Update

Why I Remain Sanguine on SP 500 Returns the Next 3 – 5 Years

April 9, 2015 Brian Gilmartin Leave a comment

Remaining positive on the stock market today is a good way – like the old saying about pioneers – to…

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Posted in: Financial sector, Financials, Technology

More on SP 500 Earnings: “Earnings Weight” vs “Market Cap”

March 22, 2015 Brian Gilmartin Leave a comment

Greg Harrison of Thomson Reuters was kind enough to shoot me T/R’s table of the breakdown in SP 500 sectors,…

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Posted in: Earnings, Earnings Weight vs Market Cap, Energy sector, Financial sector, Financials, Sector Earnings Growth Estimates, Technology

SP 500 Weekly Earnings Update: Ex-Energy, and Dollar, Expect Pretty Strong Q1 ’15 Earnings from SP 500

March 20, 2015 Brian Gilmartin Leave a comment

By the numbers, according to Thomson Reuters “This Week in Earnings” as of Friday, March 20, 2015: —————- Forward 4-quarter…

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Posted in: Crude oil / Energy, Energy sector, Financial sector, Financials, US Dollar, Weekly Earnings Update

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Fundamentalis

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  • 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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