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Month: August 2016

Technology Revisions Look Strong Over Next 3 Quarters

August 16, 2016 Brian Gilmartin Leave a comment

Per the Thomson Reuters data, here is how the Technology sector’s expected quarterly growth rate has changed over the last few…

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Posted in: Apple (AAPL), Sector Earnings Growth Estimates, Technology

SP 500 Weekly Earnings Update: Ex-Energy, Q2 ’16 Earnings Growth +0.4%

August 13, 2016 Brian Gilmartin Leave a comment

With Walmart’s (WMT) earnings report this week, the Q2 ’16 earnings season unofficially comes to an end. Ex-Energy, (and per…

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Posted in: Weekly Earnings Update

What does Forward Earnings Curve say about 2017 SP 500 Earnings ?

August 9, 2016 Brian Gilmartin Leave a comment

Is there a forward earnings curve for the SP 500 ? Id say “yes” although readers need to be careful…

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Posted in: Earnings, Earnings estimate revisions, Forward SP 500 earnings curve, Standard & Poors Earnings Data

SP 500 Weekly Earnings Update: Technology Sector the Clear Winner for Q2 ’16

August 6, 2016 Brian Gilmartin Leave a comment

Looking at the change in “expected” sector growth rates for Q2 ’16, Technology is the clear winner, and the fact…

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Posted in: Apple (AAPL), Financial sector, Financials, Sector Earnings Growth Estimates, Technology, Weekly Earnings Update

Remaining a Nervous Energy Bull

August 2, 2016 Brian Gilmartin Leave a comment

Exxon-Mobil (XOM) and Chevron (CVX) reported their 2nd quarter ’16 financial results last Friday, and the results – particularly Exxon’s…

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Posted in: CVX, Energy ETF's (XLE, Energy sector, Oil Services Co's, XOM

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Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • 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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