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Updating SP 500 2020 EPS Growth Rates by Sector

January 2, 2020 Brian Gilmartin Leave a comment

(Source: IBES by Refinitiv) This table was sent out to readers on December 1 (here) and once in November ’19…

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Posted in: 2020 SP 500 Earnings data

SP 500 Earnings Update: SP 500 Earnings Yield at Post-2008 Low ?

December 28, 2019 Brian Gilmartin Leave a comment

In prepping to write this weekly update, the SP 500’s “forward earnings yield” at 5.28% is as low as I’ve…

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Posted in: SP 500 Earnings Yield, Weekly Earnings Update

SP 500 Earnings Update: Stay the Course

December 21, 2019 Brian Gilmartin Leave a comment

  The “forward 4-quarter estimate” in terms of it’s 1-year change % or y/y growth, looks to have bottomed on…

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Posted in: Weekly Earnings Update

Top 10 SP 500 Market Cap Weights – Estimated 2020 EPS Growth

December 17, 2019 Brian Gilmartin Leave a comment

The top 10 market cap weights in the SP 500 comprise 23.6% of the SP 500.   According to Morningstar,…

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Posted in: Top 10 Market Cap Weights

FedEx Earnings Preview: Trade/Brexit Beneficiary with Easier Compares in ’20, but not Without Issues

December 16, 2019 Brian Gilmartin Leave a comment

FedEx (FDX) the transport giant reports their fiscal Q2 ’20 financial results after the bell on Tuesday, December 17th, with…

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Posted in: FDX

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Fundamentalis

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  • Alphabet Earnings Preview: Google’s Very Own Version of Creative Destruction
  • IBM Earnings Preview: Cash-Flow Multiples are Much More Reasonable

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