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Category: Weekly Earnings Update

SP 500 Weekly Earnings Update: Ex-Energy, and Dollar, Expect Pretty Strong Q1 ’15 Earnings from SP 500

March 20, 2015 Brian Gilmartin Leave a comment

By the numbers, according to Thomson Reuters “This Week in Earnings” as of Friday, March 20, 2015: —————- Forward 4-quarter…

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Posted in: Crude oil / Energy, Energy sector, Financial sector, Financials, US Dollar, Weekly Earnings Update

SP 500 Earnings Metrics: Silverblatt’s Earnings Work, the Fed Model, and today’s SP 500 Rally

March 16, 2015 Brian Gilmartin Leave a comment

After forgetting to put the weekly earnings metrics into the Weekly Update on Saturday, here are the weekly metrics and…

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Posted in: Fed Model, S&P 500, SP 500 dividend yield, Standard & Poors Earnings Data, Weekly Earnings Update

SP 500 Weekly Earnings Update: Forward 4-Quarter Growth Rate Barely Positive. Hasn’t Been Negative since 2009

March 14, 2015 Brian Gilmartin Leave a comment

The Thomson Reuters earnings data I track on an Excel spreadsheet goes back a long way, back to the year…

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Posted in: FDX, LEN, LEN TIF, ORCL, US Dollar, Weekly Earnings Update

3.7.15: SP 500 Weekly Earnings Update: Still Beating the Same Drum

March 7, 2015 Brian Gilmartin Leave a comment

Factset’s Earnings Insight, overseen by John Butters, who was responsible for Thomson Reuters, “This Week in Earnings” (TWIE) every week,…

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Posted in: Earnings estimate revisions, Energy sector, Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update

2.28.15: SP 500 Weekly Earnings Update: 2015 EPS Expectations are Simply Too Low

February 28, 2015 Brian Gilmartin Leave a comment

With 439 of the SP 500 having reported q4 ’14 earnings per Thomson Reuters, basically 2014 EPS numbers are in…

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Posted in: Crude oil / Energy, Energy sector, Financial sector, Financials, Fwd 4-qtr growth rate (SP 500), PE expansion / contraction, Weekly Earnings Update

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  • 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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