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Insightful market commentary from a fresh perspective.
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Sector Earnings Update: Can Telco Sustain the Upside Momentum ?

March 20, 2016 Brian Gilmartin Leave a comment

I wanted to post this data just to show how sector earnings data can be useful. from Thomson and Factset,…

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Posted in: AT&T (T), Telco, VZ

SP 500 Earnings Update: Ultimately, SP 500 Earnings Have to Start to Move Higher

March 19, 2016 Brian Gilmartin Leave a comment

In 2015, the “forward 4-quarter” earnings estimate for the SP 500 turned negative in early April ’15 and stayed that…

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Posted in: Currency, Energy ETF's (XLE, Energy sector, Financial sector, Financials, MRK, PFE, US Dollar

The Endless GAAP vs. Non-GAAP Debate: Instead Focus on Cash-Flow

March 15, 2016 Brian Gilmartin Leave a comment

If you read Factset’s “Earnings Insight” this weekend (and I highly recommend you read it every weekend), you will see…

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Posted in: Factset, Factset earnings data, GAAP Vs Non-GAAP, GE, MRK, MSFT, PFE, UTX

Are Analyst Revisions Impacted by Market Direction and Sentiment ?

March 14, 2016 Brian Gilmartin Leave a comment

Any sell-side analyst that started in the business after the year 2000, has to have an entirely different view of…

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Posted in: Earnings, Earnings estimate revisions

SP 500 Earnings Update: Will Q1 ’16 Mark the Bottom for SP 500 Earnings Growth ?

March 12, 2016 Brian Gilmartin Leave a comment

The headline continues to be the $64,000 question, regarding SP 500 earnings. The reason the probability for SP 500 earnings…

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Posted in: Commodities, FDX, LEN, ORCL, US Dollar, Weekly Earnings Update

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  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change

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