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SP 500 Weekly Earnings Update: High-Single Digit Earnings Growth the “New Normal” for SP 500 ?

February 5, 2017 Brian Gilmartin Leave a comment

A little over half the SP 500 has reported their Q4 ’16 with 275 SP 500 components releasing results as…

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Posted in: Coca-Cola (KO), Weekly Earnings Update, WFM

Estimate Revisions Weak Once Again – the Pattern Continues – Pretty Bizarre

February 3, 2017 Brian Gilmartin Leave a comment

FC-eps estimate revisions Open or double-click on the above spreadsheet. Now here is this post from January 8th, 2017 this…

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Posted in: EPS estimate revisions

Q4 ’16 Earnings Season: Updating the Sector Calls

January 29, 2017 Brian Gilmartin Leave a comment

Updating this article from the last week of December, 2016 and this article from early, 2017, here is an update…

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Posted in: Apple (AAPL), Basic Materials, Bespoke, CME, Commodities, Consumer Discretionary, Crude oil / Energy, Energy ETF's (XLE, Energy sector, Financials, GS, JPM, MSFT, SCHW, Technology

SP 500 Weekly Earnings Update: Year-over-year “expected” growth now +8%

January 28, 2017 Brian Gilmartin Leave a comment

Long-time readers know this blog tracks the the year-over-year growth rate of the forward SP 500 estimate, which dollar estimate…

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Posted in: Forward SP 500 earnings curve, Weekly Earnings Update

SP 500 Weekly Earnings Update: Forward 4-Qtr Growth Rate Highest Since Late 2014

January 22, 2017 Brian Gilmartin Leave a comment

Thomson Reuters I/B/E/S data by the numbers:  Forward 4-Quarter estimate: $132.93 vs last week’s $132.75 P.E ratio: 17(x) PEG ratio:…

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Posted in: 2017, 2017 Fiscal Policy, Weekly Earnings Update

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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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