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Month: March 2019

Earnings Updates for Top 10 Stocks in SP 500

March 31, 2019 Brian Gilmartin Leave a comment

  Readers who aren’t visually-challenged can see the above Excel spreadsheet, updating the 2019 EPS estimates for the Top 10…

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Posted in: 2019 SP 500 earnings, Top 10 Earnings weights

Will SP 500 Earnings Bottom with Q1 ’19’s Results ?

March 30, 2019 Brian Gilmartin Leave a comment

That’s the $64,000 question today: will SP 500 earnings hit their trough with the Q1 ’19 earnings reports set to…

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Posted in: Financial sector, Financials, LongTerm Capital Management, Technology, Weekly Earnings Update

Watch Credit Markets This Coming Week

March 24, 2019 Brian Gilmartin Leave a comment

  This weekly chart of the Bloomberg Barclays Aggregate (AGG) ETF, shows it bumping into formidable resistance at the 200-week…

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Posted in: AGG, Bond Market(s), Corporate High Yield, Credit markets, Financial sector, Financials, HYG

Have Expected 2019 SP 500 Earnings Estimates Been Reduced Too Much ?

March 23, 2019 Brian Gilmartin Leave a comment

With 497 of the SP 500  having reported their Q4 ’18 earnings, attention has been focused on Q1 ’19 and…

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Posted in: HYG, PE expansion / contraction, SP 500 estimate revision data, SP 500 forecast(s), Weekly Earnings Update

Tech vs Financials – the Yin and the Yang

March 21, 2019 Brian Gilmartin Leave a comment

Tremendous article by Josh Brown today on Second Chances. Couldn’t let it pass: https://thereformedbroker.com/2019/03/21/second-chances-are-important/ ————————————————- In the 1990’s the two sectors…

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Posted in: Financial sector, Financials, Technology

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Fundamentalis

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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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