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Category: Basic Materials

7.11.14: SP 500 Earnings Update: The Forward Growth Rate and Why It Is Important

July 12, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuters, the forward 4-quarter estimate for the SP 500 fell $0.02 this week to $126.75 from last week’s…

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Posted in: AA, Basic Materials, Earnings, Earnings estimate revisions, Financial sector, Financials, Fwd 4-qtr growth rate (SP 500), S&P 500, Sector Earnings Growth Estimates, Weekly Earnings Update

7.5.14: Weekend Readings – Blogs, Tweets and Others You Must Read

July 6, 2014 Brian Gilmartin Leave a comment

This week, Alcoa starts off q2 ’14 earnings season on Tuesday night after the closing bell. Let me get this…

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Posted in: AA, Basic Materials, CNBC, FCX, HYD, HYG, Weekend Link Fest, X

6.28.18: SP 500 Earnings Update: Forward Estimate Quarterly Bump Next Week Should be Near $125 per Share

June 28, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuters, the “forward 4-quarter” estimate of the SP 500 fell last week to $122.97 from the prior week’s…

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Posted in: Basic Materials, Earnings, Earnings estimate revisions, Fwd 4-qtr growth rate (SP 500), S&P 500, Weekly Earnings Update

June 22, 2014: Weekend Linkfest: Inflation Data Getting A Lot Of Attention

June 22, 2014 Brian Gilmartin Leave a comment

Haven’t done one (Linkfest blog) in a while, and it hasn’t really been missed, so not sure why I’m spending…

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Posted in: AA, Basic Materials, Energy sector, FCX, The Fed, Uncategorized, Weekend Link Fest, X

5.21.14: Commodity Stocks Reverse Recent Strength on 5.20.14

May 21, 2014 Brian Gilmartin Leave a comment

Yesterday, was a George Costanza day (you have to be a Seinfeld fan) yesterday, as the commodity stock strength we wrote…

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Posted in: AA, Basic Materials, FCX, X

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Fundamentalis

  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine
  • Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin
  • Cisco is Fine Post Earnings: Cisco and IBM Might be the “Anti-AI” Tech Stocks
  • Cisco Earnings Preview: Stock Price Nearing It’s April, 2000, All-Time-High

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