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Category: Apple (AAPL)

Weekly Earnings Update: Expect Strong Q4 ’16 SP 500 Earnings; Likely up 9%-10%

January 14, 2017 Brian Gilmartin Leave a comment

Here is a longer look at the annual SP 500 EPS prints since 2014: 2018: $148.59: or +12% y/y growth…

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Posted in: 2017, 2017 Fiscal Policy, Apple (AAPL), GE, GS, IBM, MSFT, SLB

Focus on These Sectors for Earnings Momentum into 2017

December 25, 2016 Brian Gilmartin Leave a comment

fc-sectorupwardrev122516 Click on the above Excel spreadsheet to show the three sectors that have seen upward revision to forward earnings…

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Posted in: Apple (AAPL), Energy ETF's (XLE, Energy sector, Financial sector, Financials, mu, Technology

Technology Officially Oversold: Stick with Apple Based on Estimate Revisions

December 2, 2016 Brian Gilmartin Leave a comment

sector_snapshots_120116_42i-1 – A quick snapshot from Bespoke’s regular Thursday Sector update, shows that Technology is officially oversold. Not a surprise if…

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Posted in: Apple (AAPL), Technology

All Eyes on 2017 Earnings Now

November 19, 2016 Brian Gilmartin Leave a comment

Readers will kept abreast of sector changes and such over the next 6 weeks of the quarter, but really all…

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Posted in: Apple (AAPL), MSFT, SP 500 Revenue Growth, TBF - inverse Treasury, TLT, Treasuries, Weekly Earnings Update

SP 500 “Forward 4-Quarter EPS Estimate” Finally Climbing Smartly

October 23, 2016 Brian Gilmartin Leave a comment

Exxon-Mobil (XOM) and Chevron (CVX) report this coming Friday, and since Energy has been the biggest drag on the SP…

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Posted in: Apple (AAPL), CVX, Earnings estimate revisions, Earnings Weight vs Market Cap, Energy ETF's (XLE, Energy sector, Fwd 4-qtr growth rate (SP 500), Oil Services Co's, Weekly Earnings Update, XOM

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Fundamentalis

  • SP 500 Earnings: Are the Tariffs Fully Discounted and May ’25 Core CPI This Coming Week
  • The HealthCare Sector: A Look at Sector Earnings Trends
  • Bond Market Update and April PCE Data This Coming Week
  • SP 500 Earnings: SP 500 Q2, Q3 ’25 EPS Revisions, and A Look at Apple and United Health’s Revisions
  • Walmart Earnings Summary: Tariffs Not as Critical as Long-Term Flywheel Improvements

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