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The Forward 4-Quarter Growth Rate Continues to Have Trouble Gaining Traction

May 8, 2016 Brian Gilmartin Leave a comment

Thomson Reuters data “by the numbers”:  Forward 4-quarter estimate: $123.01 this week versus last week’s $123.17. P.E ratio: 16.7(x) PEG…

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Posted in: Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update

SP 500 “Ex-Energy” Earnings and Revenue Growth

May 5, 2016 Brian Gilmartin Leave a comment

Thanks to Thomson’s David Aurelio (and Greg Harrison) for updating this data today. 3 months ago, we posted to this…

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Posted in: Bespoke, Energy ETF's (XLE, Energy sector, Financial sector, Financials, Technology

Half the SP 500 Has Reported Q1 ’16 Earnings – Are Analysts Becoming “Less Negative” ?

April 30, 2016 Brian Gilmartin Leave a comment

In a word, “maybe”, but we’ll know more in a few weeks. SP 500 earnings data (Thomson Reuters):  The forward…

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Posted in: Apple (AAPL), Basic Materials, Commodities, Energy ETF's (XLE, Energy sector, US Dollar, Weekly Earnings Update

How are SP 500 Earnings Expectations Changing for Q2 and Full-Year 2016 ?

April 27, 2016 Brian Gilmartin Leave a comment

By the end of this week, we will have heard from about 60% of the SP 500 in terms of…

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Posted in: AA, Apple (AAPL), BAC, Basic Materials, CVX, FCX, GS, X, XOM

SP 500 Weekly Earnings Update: Apple’s Market-Cap and Earnings Weight Will Have Investors Attention This Week

April 23, 2016 Brian Gilmartin Leave a comment

Last week, we noted the continued increase in the “forward 4-quarter estimate” which was unusual given the typical pattern, and…

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Posted in: Apple (AAPL), Weekly Earnings Update

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Fundamentalis

  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought
  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

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