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Category: Energy sector

The SP 500 Forward Growth Rate and the Energy Metric I am Watching

May 2, 2015 Brian Gilmartin Leave a comment

U. Karlewitz, a blogger who does some great chart work and analysis, posted on SP 500 earnings last night, noting…

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Posted in: Energy sector, Fwd 4-qtr growth rate (SP 500)

Looking at Select Energy Estimates pre Q1 ’15 Reports

April 1, 2015 Brian Gilmartin Leave a comment

Everyone knows Energy is going to be a mess when the q1 ’15 earnings reports start in two weeks, first…

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Posted in: Crude oil / Energy, Energy sector, HAL, SLB, XOM

Here is One Important Energy Metric Being Closely Watched

March 30, 2015 Brian Gilmartin Leave a comment

Expected 2015 Energy sector growth rates are a mess if you’ve been reading this blog regularly, although the stocks aren’t…

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Posted in: Crude oil / Energy, Energy sector, XOM

More on SP 500 Earnings: “Earnings Weight” vs “Market Cap”

March 22, 2015 Brian Gilmartin Leave a comment

Greg Harrison of Thomson Reuters was kind enough to shoot me T/R’s table of the breakdown in SP 500 sectors,…

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Posted in: Earnings, Earnings Weight vs Market Cap, Energy sector, Financial sector, Financials, Sector Earnings Growth Estimates, Technology

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

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Fundamentalis

  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought
  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

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