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Health Care Sector: Investors Need to Pick Your Spots

November 8, 2016 Brian Gilmartin Leave a comment

Thomson Reuter’s quick peek at Health Care earnings as of 11/7/16:   # of # Earnings Revenue Health Care Cos…

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Posted in: Health Care sector, MRK, PFE

Energy Sector in Q4 ’16: Should be First Positive Contribution to SP 500 Earnings in 6 quarters

November 6, 2016 Brian Gilmartin Leave a comment

The drop in crude oil this week, definitely got everybody’s attention as the SP 500 once again seems to be…

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Posted in: CVX, Energy ETF's (XLE, Energy sector, Health Care sector, XOM

Which Sectors Looking Better for Q4 ’16 ?

November 5, 2016 Brian Gilmartin Leave a comment

Per Thomson Reuters, 423 of the SP 500 have posted Q3 ’16 financial results, and regardless of what you hear…

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Posted in: Amazon, Facebook (FB), GOOG, GOOGL, SP 500 Earnings Yield, Technology, Valuation, Weekly Earnings Update

SP 500 Q3 ’16 Earnings, Revenue Growth Table: This is a Normal Earnings Market

October 30, 2016 Brian Gilmartin Leave a comment

A couple of corrections for readers: Q3 ’16 Sp 500 earnings are up +3%, and NOT +3.6% as was detailed…

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Posted in: Earnings, Energy ETF's (XLE, Energy sector, Sector Earnings Growth Estimates, SP 500 Revenue Growth

Q3 ’16 SP 500 Earnings +3.6%; Ex-Energy +6.7%

October 29, 2016 Brian Gilmartin Leave a comment

The headline on this week’s Thomson Reuters “This Week in Earnings” is that SP 500 earnings are +3.6% after 300…

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Posted in: CVX, Weekly Earnings Update, XOM

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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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