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The SP 500 Forward Growth Rate and the Energy Metric I am Watching

May 2, 2015 Brian Gilmartin Leave a comment

U. Karlewitz, a blogger who does some great chart work and analysis, posted on SP 500 earnings last night, noting…

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Posted in: Energy sector, Fwd 4-qtr growth rate (SP 500)

Weekly Earnings Update: Forward 4-Quarter Estimate Struggles to Stay Positive

May 1, 2015 Brian Gilmartin Leave a comment

The forward 4-quarter estimate as of Friday, May 1, 2015, is $122.23 down from last week’s $122.56 The p.e ratio…

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

Q1 ’15 Revenue Growth Not As Good As Earnings

April 30, 2015 Brian Gilmartin Leave a comment

Running through the Thomson Reuters Earnings Scorecard, Q1 ’15 SP 500 earnings are coming in with a 69% beat rate.…

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Posted in: SP 500 Revenue Growth

Some SP 500 Earnings Errata And Ammendations

April 27, 2015 Brian Gilmartin Leave a comment

Here is a table I build occasionally using Bespoke, Schwab, and Thomson Reuters data. BespokeSP500 sector data It would have been more…

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Posted in: Earnings, Factset, Factset earnings data, Financial sector, Financials, GE, Industrials, Uncategorized

Apple Reports Fiscal Q2 ’15 Monday Night, April 27, ’15: Why the Stock Scares Me So

April 25, 2015 Brian Gilmartin Leave a comment

Apple (AAPL), the iPhone, iMac and now Apple Watch giant, the all things consumer-technology related juggernaut, reports their Q2 ’15…

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Posted in: Apple (AAPL)

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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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