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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

SP 500 “Forward 4-Quarter EPS Estimate” Finally Climbing Smartly

October 23, 2016 Brian Gilmartin Leave a comment

Exxon-Mobil (XOM) and Chevron (CVX) report this coming Friday, and since Energy has been the biggest drag on the SP…

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Posted in: Apple (AAPL), CVX, Earnings estimate revisions, Earnings Weight vs Market Cap, Energy ETF's (XLE, Energy sector, Fwd 4-qtr growth rate (SP 500), Oil Services Co's, Weekly Earnings Update, XOM

HealthCare Sector Revisions: Interesting Relative to Sector Performance

October 16, 2016 Brian Gilmartin Leave a comment

Here is an interesting trend in HealthCare sector earnings growth revisions: Q3 ’17: +12.3% on 10/14 vs +12.0% as of…

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Posted in: Health Care sector, Healthcare Reform, JNJ, MRK, PFE

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Fundamentalis

  • Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say
  • SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again
  • Boeing / IBM Earnings Previews: BA Still Requires Patience, While IBM’s AI Book is Growing
  • SP 500 Earnings: Forward Estimated Growth is Really Remarkable. SP 500 Revenue Growth Too.
  • JPMorgan, Citigroup Earnings Previews: Citi is The More Defensive Stock if Iran and Other Issues Linger in 2026

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