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Category: Financial sector

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

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)

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

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Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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