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Category: Earnings estimate revisions

7.2.14: How Important was Intel’s Upside Surprise ?

July 2, 2014 Brian Gilmartin Leave a comment

We’ve occasionally posted this spreadsheet to the blog: it shows upward and downward revisions for all of the publicly-traded companies…

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Posted in: Earnings estimate revisions, INTC, mu, Sector Earnings Growth Estimates

6.28.18: SP 500 Earnings Update: Forward Estimate Quarterly Bump Next Week Should be Near $125 per Share

June 28, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuters, the “forward 4-quarter” estimate of the SP 500 fell last week to $122.97 from the prior week’s…

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Posted in: Basic Materials, Earnings, Earnings estimate revisions, Fwd 4-qtr growth rate (SP 500), S&P 500, Weekly Earnings Update

5.24.14: SP 500 Earnings Update: Forward Estimate Growth Rate Improves for 6th Straight Week

May 24, 2014 Brian Gilmartin Leave a comment

In honor of Memorial Day, thank a vet this weekend. It is the ultimate sacrifice, and as the old saying…

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Posted in: Earnings, Earnings estimate revisions, Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update

5.18.14: EPS Up Revisions back above 50%

May 18, 2014 Brian Gilmartin Leave a comment

Thomson Reuters publishes a weekly table entitled, “U.S. Weekly Revisions” that details the total number of earnings estimate revisions for…

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Posted in: Earnings, Earnings estimate revisions

5.10.14: SP 500 Earnings Update: Q1 ’14 Earnings +5.4%, i.e. Stronger Than Expected

May 10, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuter’s, “This Week in Earnings”, the forward 4-quarter estimate this week, slipped a little from last weeks $123.19…

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Posted in: Apple (AAPL), Earnings, Earnings estimate revisions, Fed Model, Gilead, 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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