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SP 500 Earnings: Sequential Improvement in Forward Estimate

November 23, 2019 Brian Gilmartin Leave a comment

  The bottom row of the above section of spreadsheet shows that the “1-year % chg” has now improved for…

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Posted in: Weekly Earnings Update

Schwab in Great Position to Return More Capital to Shareholders

November 19, 2019 Brian Gilmartin Leave a comment

With Schwab’s balance sheet restructuring, check out the changes in cash-flow generation for the discount-broker-cum-asset-management king, the last 3 years.…

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Posted in: SCHW

SP 500 Valuation and the Potential for a Correction

November 18, 2019 Brian Gilmartin Leave a comment

  Each quarter Dr. David Kelly, the Chief Global Strategist for JP Morgan and his team, publish the “Guide to…

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Posted in: Bespoke, JPM, SP 500 Valuation

SP 500 Earnings: Maybe the SP 500’s “Forward Estimate” Has Finally Bottomed

November 17, 2019 Brian Gilmartin Leave a comment

With yesterday’s post, the SP 500 earnings data was not posted. SP 500 earnings data (by the numbers): Using forward…

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Posted in: Fwd 4-qtr growth rate (SP 500)

SP 500 Weekly Earnings Update: Might be Quiet on Earnings Front till December ’19

November 16, 2019 Brian Gilmartin Leave a comment

Per IBES 461, of the SP 500 have reported their Q3 ’19 results. We continue to lap toughest quarter of…

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Posted in: 2018, Weekly Earnings Update

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Fundamentalis

  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford
  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends
  • SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve
  • The Major Differences Between this Bull Stock Market and the Late 1990’s
  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings

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