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Category: Earnings estimate revisions

Is Pre-Earnings Season Pessimism a Good Thing?

April 9, 2019 Brian Gilmartin Leave a comment

As big fans of Bespoke’s research, the firm published their long-awaited earnings season preview today. Here is the first chart:…

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Posted in: Earnings estimate revisions

SP 500 Earnings Stellar, but Lackluster Response

April 27, 2018 Brian Gilmartin Leave a comment

  As a regular Bespoke follower and subscriber, the research service always has a knack of quantifying the important points…

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Posted in: Earnings estimate revisions, Weekly Earnings Update

What’s Driving this Stock Market – P.E Expansion or Earnings Growth ?

January 28, 2018 Brian Gilmartin Leave a comment

Here is the data: Estimated 2018 SP 500 EPS growth, with accompanying P.E 1/26/2018: +16%, 18.7x 1/19/2018: +15%, 18.5x 1/12/2018:…

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Posted in: Earnings estimate revisions, PE expansion / contraction, S&P 500

Estimate Revisions Still Very Positive – Q4 ’17 Earnings Start Shortly

December 30, 2017 Brian Gilmartin Leave a comment

        The late selloff today wasn’t really expected, but then again neither was the seemingly uneventful market…

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Posted in: 2017, 2017 Tax reform, Earnings estimate revisions, Weekly Earnings Update

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

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