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Category: Financials

2.20.15: SP 500 Weekly Earnings Update: Ex-Apple and Energy, Q4 ’14 Earnings Growth 4% – 4.5%

February 21, 2015 Brian Gilmartin Leave a comment

With Wal-Mart’s quarterly earnings report this week, it is thought the “official” q4 ’14 earnings season is now concluded. With…

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Posted in: Apple (AAPL), Crude oil / Energy, Energy sector, Financial sector, Financials, Fwd 4-qtr growth rate (SP 500), Home Depot (HD), HPQ, Weekly Earnings Update

2.14.15: SP 500 Weekly Earnings Update: Q4′ 14 Earnings Were Strong, Think 2015 Will Be Fine

February 14, 2015 Brian Gilmartin Leave a comment

Per Thomson Reuters, with 391 of the SP 500 having reported q4 ’14 earnings so far, The year-over-year growth in…

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Posted in: Energy sector, Financial sector, Financials, Weekly Earnings Update, XOM

2.1.15: SP Weekly Earnings Update: Still Not an Earnings Cassandra

February 1, 2015 Brian Gilmartin Leave a comment

According to ThomsonReuters, “This Week in Earnings”, the forward, 4-quarter” earnings estimate for the SP 500 slipped to $121.99, down…

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Posted in: Earnings, Financials, Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update

1.24.15: SP 500 Weekly Earnings Update: Core SP 500 Earnings Growth on Track for High-Single-Digits

January 24, 2015 Brian Gilmartin Leave a comment

At breakfast this morning, while perusing John Butter’s weekly Factset missive on Sp 500 earnings, John noted that the expected…

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Posted in: AT&T (T), bond proxy, Energy sector, Financial sector, Financials, Technology, VZ, Weekly Earnings Update

1.19.15: A look at 2015’s Full-Year Growth Estimates by Sector

January 19, 2015 Brian Gilmartin Leave a comment

Here is the trend in the SP 500’s expected, full-year, 2015 sector earnings growth over three time-frames: Column 1 is…

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Posted in: Energy sector, Financial sector, Financials, Sector Earnings Growth Estimates, SP 500 forecast(s)

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Fundamentalis

  • SP 500 Earnings: Are the Tariff’s Fully Discounted and May ’25 Core CPI This Coming Week
  • The HealthCare Sector: A Look at Sector Earnings Trends
  • Bond Market Update and April PCE Data This Coming Week
  • SP 500 Earnings: SP 500 Q2, Q3 ’25 EPS Revisions, and A Look at Apple and United Health’s Revisions
  • Walmart Earnings Summary: Tariffs Not as Critical as Long-Term Flywheel Improvements

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