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Month: March 2015

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

3.9.15: SP 500 Revenue Growth – A Look Inside

March 9, 2015 Brian Gilmartin Leave a comment

Happy 6th birthday to bull market born on March 9th, 2009. The goal in today’s post is to look at…

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Posted in: SP 500 Revenue Growth

3.8.15: Some Earnings Insights from Factset and SP’s Howard Silverblatt

March 8, 2015 Brian Gilmartin Leave a comment

In the Weekly Earnings Update found on this blog every week, most of the data is taken from Thomson Reuters,…

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Posted in: Factset, Factset earnings data, SP 500 forecast(s), SP 500 Revenue Growth, Standard & Poors Earnings Data, Thomson Reuters TWIE Filed under: Standard & Poors Earnings data

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Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
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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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