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Insightful market commentary from a fresh perspective.
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HealthCare Sector: Growth Has Been Healthy, But Will Sector P.E Compress in Presidential Election Year ?

November 23, 2015 Brian Gilmartin Leave a comment

The HealthCare sector has struggled since the August ’15, China-induced, beat down on the major equity indices, which is exactly…

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Posted in: Apple (AAPL), Biotech, Health Care sector, MRK, PFE

Weekly Earnings Look: Upward Revisions to EPS in Q3, ’15, Best All Year

November 20, 2015 Brian Gilmartin Leave a comment

FC-eps estimate revisions The above spreadsheet tracks “upward / downward” revisions to the Russell 3000 every week of the year.…

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Posted in: Weekly Earnings Update

2016 Earnings and Market Outlook: Too Easy to be Bearish

November 19, 2015 Brian Gilmartin Leave a comment

Having been fortunate to write for Jim Cramer’s “TheStreet.com” for about 10 years (I’m fairly sure Jim thought I was…

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Posted in: Apple (AAPL), Crude oil / Energy, EEM, Emerging Markets, Energy sector, Fwd 4-qtr growth rate (SP 500), GE, Municipal Bond market, Municipal High Yield, WMT

2016 SP 500 Earnings Outlook (First Pass): Dickens “Great Expectations” It Isn’t

November 14, 2015 Brian Gilmartin Leave a comment

Each year around this time, halfway through the calendar 4th quarter, a stab is taken at trying to calibrate next…

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Posted in: Fwd 4-qtr growth rate (SP 500), Sector Earnings Growth Estimates, SP 500 forecast(s), Weekly Earnings Update

Standard & Poor’s Howard Silverblatt’s Work on SP 500 Earnings

November 12, 2015 Brian Gilmartin Leave a comment

Howard Silverblatt of Standard & Poors hasn’t been referenced on this earnings blog since last Spring ’15 and for that…

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Posted in: estimize, Factset, Standard & Poors Earnings Data, Thomson Reuters TWIE

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Fundamentalis

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  • SP 500 Earnings: Forward SP 500 Estimates Still Rising – Oracle Reports This Week

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