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Category: Financials

1.17.15: SP 500 Weekly Earnings Update: “Ex-Energy”, 4th Quarter, 2014 Earnings Expected to Grow +6.7%

January 17, 2015 Brian Gilmartin Leave a comment

We will get to the heart of the matter of the blog post today, and note that, despite the sturm…

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Posted in: Energy sector, Financial sector, Financials, Fwd 4-qtr growth rate (SP 500), JPM, S&P 500, Sector Earnings Growth Estimates, Weekly Earnings Update

1.3.15: SP 500 Weekly Earnings Update: Financials My Top Sector Pick for 2015 – Here is Why

January 3, 2015 Brian Gilmartin Leave a comment

Although Thomson Reuters didn’t update their data correctly this week, the “forward 4-quarter” estimate saw its typical quarterly bump this…

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Posted in: Consumer Discretionary, Earnings, Earnings estimate revisions, Financial sector, Financials, Fwd 4-qtr growth rate (SP 500), S&P 500

12.21.14: Ranking SP 500 Sectors Strongest to Weakest in terms of 2015 Expected Earnings Growth

December 21, 2014 Brian Gilmartin Leave a comment

Looking at the changes in 2015 expected earnings growth by sector since October 1 ’14, and as of December 19…

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Posted in: Apple (AAPL), AT&T (T), Financial sector, Financials, Industrials, Sector Earnings Growth Estimates, SP 500 forecast(s), Technology

12.20.14: SP 500 Weekly Earnings Update: Energy Sector Earnings Estimates Took Another Hammering This Week

December 20, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuter’s This Week inĀ  Earnings, the forward 4-quarter earnings estimate for the SP 500 fell $0.89 this week…

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Posted in: Apple (AAPL), Crude oil / Energy, Financials, Technology

12.18.14: 5th Correction now in 2014 – P.E Expansion Could Get Harder Going Forward

December 18, 2014 Brian Gilmartin Leave a comment

Assuming that the Santa Claus rally started in earnest yesterday, we’ve just finished our 5th correction in the SP 500…

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Posted in: Financial sector, Financials, Industrials, PE expansion / contraction, SP 500 corrections, SP 500 forecast(s), Technology

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Fundamentalis

  • 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
  • Cisco Earnings Summary: 5% Free-Cash-Flow Yield is a Big Plus

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