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Category: Weekly Earnings Update

SP 500 Weekly Earnings Update: The Treasury Market was Busy This Week – It’s the Rate of Change that Matters

March 5, 2017 Brian Gilmartin Leave a comment

The big news this week was the Treasury market and the rise in yields, but more on that in a…

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Posted in: Biotech, Biotech sector / earnings, Health Care sector, TBF - inverse Treasury, Treasuries, Weekly Earnings Update

SP 500 Weekly Earnings Update: Forward “Expected” Growth Rate Reaches 8.41%, Highest Since October 24. 2014

February 24, 2017 Brian Gilmartin Leave a comment

At a CFA Chicago lunch about a week ago, Charlie Evans, Head Fed-head at the Chicago Federal Reserve here in…

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Posted in: Fwd 4-qtr growth rate (SP 500), TBF - inverse Treasury, Treasuries, Weekly Earnings Update

SP 500 Weekly Earnings Update: Continuing to Overweight Energy

February 19, 2017 Brian Gilmartin Leave a comment

Thomson Reuters I/B/E/S Data by the numbers: Forward 4-quarter estimate: $131.39 versus $131.50 last week P.E ratio: 18(x) PEG ratio:…

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Posted in: Bespoke, Energy ETF's (XLE, Energy sector, S&P 500, Weekly Earnings Update

SP 500 Weekly Earnings Update: Tech and Growth are leading in ’17

February 11, 2017 Brian Gilmartin Leave a comment

Thomson Reuters I/B/E/S data (by the numbers): Forward 4-quarter estimate: $131.50 vs last week’s $131.95 P.E ratio:17.6(x) PEG ratio: 2.24(x)…

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Posted in: Style analysis, Technology, Weekly Earnings Update

SP 500 Weekly Earnings Update: High-Single Digit Earnings Growth the “New Normal” for SP 500 ?

February 5, 2017 Brian Gilmartin Leave a comment

A little over half the SP 500 has reported their Q4 ’16 with 275 SP 500 components releasing results as…

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Posted in: Coca-Cola (KO), Weekly Earnings Update, WFM

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Fundamentalis

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  • SP 500 Earnings: Don’t Forget About SP 500 Revenue Growth, Maybe a Better Story
  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford
  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends

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