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Category: Financial sector

Q3 ’17 SP 500 Earnings, Ex-Energy and Ex-Financials

November 10, 2017 Brian Gilmartin Leave a comment

While Energy is still lapping the very easy compares from 2016, the Financial sector is a big drag on Q3…

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Posted in: Energy sector, Financial sector, Financials, Technology

SP 500 Earnings: How Are the 4th Quarter, ’17 Sector Earnings Growth Estimates Shaping up ?

November 4, 2017 Brian Gilmartin Leave a comment

Here is the blog post from October 8. 2017, where Q4 ’17 was looked at initially, relative to July 1…

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Posted in: Basic Materials, Earnings estimate revisions, Financial sector, Financials, Fwd 4-qtr growth rate (SP 500), Technology

SP 500 Earnings: Keeping an Eye on 2018 Estimates – How Much is Tax Reform Related ?

October 28, 2017 Brian Gilmartin Leave a comment

The big tech sector earnings reports on Thursday, October 26th, 2017, led to a big upside day for the Nasdaq…

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Posted in: Financial sector, Financials, GE, MSFT, Thomson Reuters TWIE, Weekly Earnings Update

Today’s SP 500 Bull Market vs the 1980’s, 1990’s Titan

October 21, 2017 Brian Gilmartin Leave a comment

Still trying to use the Snipping Tool on Office 10, so excuse the 2nd grade, “paint by numbers” quality of…

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Posted in: 10-year Treasury yield, Financial sector, Financials, interest rates

SP 500 Forward Earnings Curve: Tells a Good Story

October 20, 2017 Brian Gilmartin Leave a comment

The forward 4-quarter estimate this week jumped to $142.25, up from last week’s $141.90, and what’s unusual about that is…

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Posted in: Financial sector, Financials, Weekly Earnings Update

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Fundamentalis

  • Amazon Earnings Preview: AWS Operating Margin Facing Tough Compares in December ’25 / March ’26 Quarter’s
  • SP 500 Earnings: 7,000 Tough Resistance for SP 500
  • IBM Earnings Preview: IBM’s Operating Margin is Slowly Expanding
  • Boeing Earnings Preview: Expectations Remain Too Subdued for the Aerospace Giant
  • SP 500 Earnings: Rotation in ’26 and Major Tech Companies Start to Report Next Week

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