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Category: Utilities

Earnings Compares Get Tougher in 2H ’21

June 6, 2021 Brian Gilmartin Leave a comment

During the pandemic lockdown in the first half of 2020, only three SP 500 sectors saw positive earnings and revenue…

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Posted in: 2021 SP 500 sector growth rates, Energy ETF's (XLE, Energy sector, Health Care sector, Technology, Utilities

Financials, Overbought Utilities and the Dollar

May 29, 2019 Brian Gilmartin Leave a comment

Frustrating Financials:   Financial’s are clients 2nd largest sector weighting behind Technology for the last several years. The aboce chart…

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Posted in: Financial sector, Financials, US Dollar, Utilities

Weekly Earnings Update: Can Q4 ’16 Earnings Top Q3 ’16 ?

January 1, 2017 Brian Gilmartin Leave a comment

Here was the forecast for Q3 ’16 at the start of Q4 ’16. Per Thomson Reuters, which is my primary…

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Posted in: Industrials, Sector Earnings Growth Estimates, SP 500 Revenue Growth, Utilities, Weekly Earnings Update

Weekly Earnings Update: Q4 ’16 Revenue Growth 5% Expected, Strongest Since Q1 ’12 (but read fine print)

December 12, 2016 Brian Gilmartin Leave a comment

Typically, there is always one or two data points that jump out from the Thomson or Factset earnings summaries which…

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Posted in: Amazon, PE expansion / contraction, SP 500 Revenue Growth, Utilities, Weekly Earnings Update

5.29.13: Utilities and Telco’s – The Bond Proxy Trade is Ending (No Surprise)

May 29, 2013 Brian Gilmartin Leave a comment

Yesterday, we posted an ugly daily chart on the Dow Jones Utility Average. Today, we look at the “monthly” Utility…

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Posted in: bond proxy, Utilities, VZ

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