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Category: Weekly Earnings Update

Q3 ’16 Earnings – For SP 500 Earnings Growth, the Energy Sector Looms Large

October 8, 2016 Brian Gilmartin Leave a comment

While we won’t start to hear most of the energy sector results until the last week of October ’16, Schlumberger…

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Posted in: Earnings, Earnings estimate revisions, Energy ETF's (XLE, Energy sector, SP 500 Earnings Yield, Weekly Earnings Update

SP 500 Weekly Earnings Update: Expect “Fwd 4-Qtr” Estimate to be Near $129 Next Week

October 1, 2016 Brian Gilmartin Leave a comment

Because yesterday was quarter-end of 9/30/16, and Thomson Reuters cuts off the earnings data as of Thursday night, 9/29/16, the…

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Posted in: Amazon, Energy ETF's (XLE, Energy sector, Factset earnings data, Forward SP 500 earnings curve, Technology, Weekly Earnings Update

SP 500 Weekly Earnings Update: Bullish for Next 2 Quarters, Election Notwithstanding

September 25, 2016 Brian Gilmartin Leave a comment

Let’s take a quick look at revisions within the SP 500. fc-eps-estimate-revisions Hopefully this spreadsheet, which has been updated weekly…

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Posted in: Basic Materials, Bespoke, Earnings, Earnings estimate revisions, Energy ETF's (XLE, Energy sector, HYG, Weekly Earnings Update

SP 500 Weekly Earnings Update: One Guy, and the Tech Sector

September 17, 2016 Brian Gilmartin Leave a comment

“One Guy” – listening to the Delivering Alpha conference this week with one ear, doing some spreadsheet work, I was…

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Posted in: Apple (AAPL), Asset allocation, TBF - inverse Treasury, Technology, Weekly Earnings Update

SP 500 Weekly Earnings Update: Pay Attention to the Longer SP 500 Earnings Trends

September 10, 2016 Brian Gilmartin Leave a comment

Well. the long expected correction arrived Friday, September 9th, 2016, perhaps due to the 10-year Treasury yield breaking out of…

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Posted in: Bond Market(s), Earnings estimate revisions, Fwd 4-qtr growth rate (SP 500), interest rates, LIBOR, Weekly Earnings Update

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