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First Real Week of SP 500 Earnings, Revenue Growth Still an Issue

October 16, 2015 Brian Gilmartin Leave a comment

Briefing.com has a decent earnings calendar and carries more prospective earnings reports than the SP 500. According to Briefing’s table,…

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Posted in: Amazon, BAC, F, GE, GS, IBM, INTC, MSFT, PG, SCHW, SP 500 Revenue Growth, Weekly Earnings Update, WMT

Does Earnings Pessimism Portend Favorably for the SP 500 Heading Into Earnings Season ?

October 11, 2015 Brian Gilmartin Leave a comment

In a word (or words), “Yes, yes it does” and we can thank the weekly Bespoke Report for the background…

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Posted in: Bespoke, Consumer Discretionary, HAL, Industrials, SLB

SP 500 Earnings Update: Will China Materially Impact Q3 ’15 Earnings ?

October 10, 2015 Brian Gilmartin Leave a comment

The earnings reports of this past week, were not encouraging to say the least. Alcoa (AA), YUM! Brands (YUM) and…

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Posted in: AA, Basic Materials, Crude oil / Energy, Emerging Markets, Energy sector, Financial sector, Financials, GS, S&P 500, SCHW, Sector Earnings Growth Estimates, SP 500 Earnings Yield, Weekly Earnings Update

Is SP 500 Market Leadership Changing ?

October 6, 2015 Brian Gilmartin Leave a comment

Apple and biotech’s, the SP 500’s leadership for years, is what you should be keeping an eye on. The weakness…

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Posted in: Apple (AAPL), Biotech, Biotech sector / earnings, Emerging Markets, Energy sector

A Longer-Term Look at SP 500 Earnings: Perhaps Foolishly, Why I Remain Bullish

October 4, 2015 Brian Gilmartin Leave a comment

Here is one of my favorite spreadsheets, FCSP500longtermdata, that takes a VERY long-term look at SP 500 earnings, annual returns as…

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Posted in: PE expansion / contraction, Standard & Poors Earnings Data

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Fundamentalis

  • 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
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine

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