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Summarizing SP 500 EPS Estimates over Various Timeframes

April 19, 2020 Brian Gilmartin Leave a comment

It’s easy to go off on a tangent when analyzing SP 500 earnings data so here is a quick summary…

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Posted in: Standard & Poors Earnings Data

Q2 ’20 Revenue Growth – Here’s the Progression as Q2 ’20 is Expected to be the Bottom

April 18, 2020 Brian Gilmartin Leave a comment

One metric being watched closely the last 6 weeks is the progression in Q2 ’20 revenue expectations. No surprise to…

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Posted in: SP 500 Revenue Growth

SP 500 Earnings Update: Rate of Deceleration in Forward SP 500 Earnings Needs to Slow

April 17, 2020 Brian Gilmartin Leave a comment

(One reader has complained that the banner for www.fundamentalis.com is obstructing most of the article each week. If other readers…

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Posted in: Weekly Earnings Update

Big Banks – Look Through the (Condensed) Credit Cycle

April 16, 2020 Brian Gilmartin Leave a comment

Being overweight Technology and Financial’s for clients like the Yin and Yang of investing. Airlines, the Energy sector, cruise lines,…

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Posted in: BAC, DataTrek, Financial sector, Financials, JPM

Use “Averages” i.e. Look at 2021 (and Forward Quarters) for a Better Read On Earnings

April 13, 2020 Brian Gilmartin Leave a comment

Q1 ’20 SP 500 earnings are going to reflect (probably) a strong January and February, 2020 and then a very…

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Posted in: SP 500 estimate revision data, SP 500 Revenue Growth, Standard & Poors Earnings Data

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Fundamentalis

  • SP 500 Earnings Update: SP 500 Earnings Yield Jumps Back Over 5%
  • Nike Earnings Preview: Nike Really Needs to Return to Mid-Single-Digit Revenue Growth
  • SP 500 Earnings Update: SP 500 Forward EPS Estimates Still Seeing Higher Revisions
  • SP 500 Was Due for a Tougher Year in ’26
  • Peak Crude Oil ? Quick Look at SP 500 EPS Data

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