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Category: Weekly Earnings Update

Q3 ’17 SP 500 Earnings Begin – Watch the Estimate Revisions

October 13, 2017 Brian Gilmartin Leave a comment

FC-eps estimate revisions With the big banks reporting this week, and a slew of SP 500 components reporting next week,…

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Posted in: Earnings, Earnings estimate revisions, EPS estimate revisions, S&P 500, Weekly Earnings Update

SP 500 Extremely Overbought But Forward Estimate Now Over $141 per Share

October 7, 2017 Brian Gilmartin Leave a comment

If you are not a Bespoke subscriber you should be since – for a very reasonable price – you get…

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Posted in: Bespoke, CNBC, Weekly Earnings Update

“Forward 4-Quarter” SP 500 EPS Growth Rate Over 10% (Finally)

September 30, 2017 Brian Gilmartin Leave a comment

The expected year-over-year growth rate of the SP 500’s “forward -4-quarter” EPS finally moved over 10%, the first print over…

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Posted in: Financial sector, Financials, Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update

How Good is the “Forward 4-Qtr Estimate” at Predicting Actual SP 500 Earnings ?

September 23, 2017 Brian Gilmartin Leave a comment

Jeff Miller, one of my friends in the business and the excellent ‘Weighing the Week Ahead” and “Dash of Insight”…

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Posted in: PE expansion / contraction, Weekly Earnings Update

How do 3rd Quarter Estimates Look ?

September 16, 2017 Brian Gilmartin Leave a comment

Thomson Reuters data (by the numbers): Fwd 4-qtr est: $137.83 vs last week’s $138.05 P.E ratio: 18x PEG ratio: 1.88x…

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Posted in: Apple (AAPL), Financial sector, Financials, 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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