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Month: March 2014

3.8.14: Weekend Linkfest

March 9, 2014 Brian Gilmartin Leave a comment

Best read of the week:. Putin will crap on Russia’s capital markets with his tough-guy display in Ukraine. May not seem…

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Posted in: Weekend Link Fest

3.8.14: SP 500 Earnings Update: Q1 ’14 Earnings Growth Continues to Deflate

March 8, 2014 Brian Gilmartin Leave a comment

Per ThomsonReuter’s “This Week in Earnings” the SP 500’s forward quarter estimate fell $0.32 this past week to $118.87 from…

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Posted in: Earnings, Earnings estimate revisions, FDX, LEN, NKE, ORCL, Weekly Earnings Update

3.2.14: Weekend Linkfest: Must See Weekend Reading

March 3, 2014 Brian Gilmartin Leave a comment

For the first two months of the year, the SP 500 is about 75 – 100 bp’s. A lot of…

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Posted in: DE, Weekend Link Fest

3.2.14: SP 500 Sector Analysis – 2014 Earnings Growth is Back-end Loaded

March 2, 2014 Brian Gilmartin Leave a comment

Here is how the expected q1 ’14 earnings growth rates by sector look for the SP 500 as of February…

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Posted in: Apple (AAPL), S&P 500, Sector Earnings Growth Estimates

3.1.14: SP 500 Earnings Update: Q1 ’14 Earnings Growth Expected at +3%, Lowest Since q3 ’12

March 1, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuter’s This Week in Earnings, the “forward 4-quarter” estimate for the SP 500 fell last week to $119.19…

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Posted in: 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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