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Month: April 2015

Q1 ’15 SP 500 Revenue Estimates by Sector

April 12, 2015 Brian Gilmartin Leave a comment

I’ve always been a big believer that readers deserve data and analysis that is short-and-to-the-point. Here is some other data…

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Posted in: SP 500 Revenue Growth

Weekly Earnings Update: Forward 4-Quarter Estimate Turns Positive Again

April 11, 2015 Brian Gilmartin Leave a comment

Per Thomson Reuters “This Week in Earnings” the forward 4-quarter estimate for the SP 500 fell slightly this week to…

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Posted in: Apple (AAPL), Consumer Discretionary, Consumer Staples, Crude oil / Energy, Factset, Factset earnings data, Financial sector, Financials, Weekly Earnings Update

Why I Remain Sanguine on SP 500 Returns the Next 3 – 5 Years

April 9, 2015 Brian Gilmartin Leave a comment

Remaining positive on the stock market today is a good way – like the old saying about pioneers – to…

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Posted in: Financial sector, Financials, Technology

Four Characteristics of the Post March ’09 Bull Market

April 5, 2015 Brian Gilmartin Leave a comment

1.) Short, sharp, corrections, usually 5% – 7% in severity. The last big correction bottomed last October ’14 and it…

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Posted in: AA, interest rates, SP 500 corrections, stock market sentiment, TLT

SP 500 Weekly Earnings Update: Expect Mid-Single-Digit SP 500 Earnings Growth for Q1 ’15 (ex-Energy)

April 3, 2015 Brian Gilmartin Leave a comment

This week, with the stock and bond markets closed on Good Friday, April 3rd, Thomson Reuters This Week in Earnings…

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Posted in: AA, 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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