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Category: TOL

Breakdowns in 10 and 30-year Treasuries Today

October 4, 2018 Brian Gilmartin Leave a comment

The 10-year Treasury’s yield closed today at 3.16% and depending on the source you listen to, 3.16% represents the highest…

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Posted in: 10-year Treasury yield, LEN, TOL, Treasuries

A Look at 2016: Let’s Check on the Financial and Energy Sectors

December 5, 2015 Brian Gilmartin Leave a comment

With companies holding their annual investor days throughout December, the earnings estimates will start to take shape for full-year 2016,…

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Posted in: Energy sector, Financial sector, Financials, Home Depot (HD), LEN, TOL, UTX

12.5.14: SP 500 Weekly Earnings Update: Energy Masking Decent Earnings Growth for Rest of SP 500

December 6, 2014 Brian Gilmartin Leave a comment

Per ThomsonReuter’s “This Week in Earnings”, the “forward 4-quarter” estimate for the SP 500 fell to $125.36, from last week’s…

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Posted in: Energy sector, TOL, Weekly Earnings Update

8.29.14: SP 500 Weekly Earnings Update: Still Looking for $120 for full-year 2014 EPS

August 29, 2014 Brian Gilmartin Leave a comment

With 493 of the SP 500 having reported 2nd quarter earnings, the “forward 4-quarter” estimate slipped a whopping $0.05 this…

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Posted in: S&P 500, Sector Earnings Growth Estimates, SP 500 forecast(s), SP 500 Revenue Growth, TOL, Weekly Earnings Update

9.7.13: SP 500 Earnings Update: Filling In Some Earnings-Related Blanks

September 8, 2013 Brian Gilmartin Leave a comment

In 2013, our best call for clients this year was our Facebook (FB) long, which we detailed hereĀ and our best…

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Posted in: Earnings, Facebook (FB), FB, FDX, Financial sector, Financials, HYG, JNK, LEN, S&P 500, TOL, Uncategorized

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Fundamentalis

  • SP 500 Earnings: Expected Full-year ’26 SP 500 EPS Growth was 15.6% on Jan 1, Now 22.6% as of Friday, May 1
  • Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say
  • SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again
  • Boeing / IBM Earnings Previews: BA Still Requires Patience, While IBM’s AI Book is Growing
  • SP 500 Earnings: Forward Estimated Growth is Really Remarkable. SP 500 Revenue Growth Too.

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