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Category: Weekly Earnings Update

What SP 500 Earnings Estimates Are Not

December 9, 2017 Brian Gilmartin Leave a comment

Bob Doll, Nuveen’s excellent strategist here in Chicago was on CNBC Wednesday here and he talked about the SP 500 possibly…

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Posted in: GM, JCP, PE expansion / contraction, Weekly Earnings Update

Growth of “Forward Estimate” Firmly over 10%; First Time in a Long Time

November 24, 2017 Brian Gilmartin Leave a comment

Thomson Reuters data by the numbers: Fwd 4-qtr est:$142.45 vs last week’s $142.30 P.E ratio: 18.3x PEG ratio: 1.7x SP…

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Posted in: Weekly Earnings Update

SP 500 Earnings, The Tech Sector and the Apple iPhone Cycle

November 19, 2017 Brian Gilmartin Leave a comment

The Technology sector is now roughly 25% of the SP 500 by market cap. (Not as high as what it…

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Posted in: 2018, Apple (AAPL), Technology, Weekly Earnings Update

SP 500 Earnings Update: Forward 4-Quarter Estimate Continues to Climb

November 11, 2017 Brian Gilmartin Leave a comment

“its got no brain, its got no blood, its got no anima…it just keeps banging on those meaningless symbols endlessly…

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Posted in: 10-year Treasury yield, Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update, WMT

SP 500 Earnings: Forward 4-Qtr Growth rate hits +10.58%; Still Not Seeing P.E Expansion

November 4, 2017 Brian Gilmartin Leave a comment

The year-over-year growth rate of the SP 500 forward earnings estimate tracks the “expected” forward growth rate of SP 500…

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Posted in: PE expansion / contraction, Weekly Earnings Update

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Fundamentalis

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  • SP 500 Earnings: These Expected EPS Growth Rates for Forward Quarters Seem Unsustainable
  • SP 500 Earnings: Micron Technology Reports This Week
  • SP 500 Earnings: All About Expected Q2 ’26 Results / Like Big Banks, Financials Here

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