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Insightful market commentary from a fresh perspective.
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10.16.14: Energy Sector: A Look Ahead Before Weekend Revisions

October 16, 2014 Brian Gilmartin Leave a comment

Well, the thesis that we started the week with, i.e. that some of the large-cap Financial’s earnings reports for q3…

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Posted in: Energy sector

10.13.14: SP 500 Weekly Earnings Update: Financials Should Help Market This Week

October 13, 2014 Brian Gilmartin Leave a comment

We are late reporting the latest our SP 500 earnings update since I spent 2 days last week (Friday and…

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Posted in: AA, BAC, Financial sector, Financials, Fwd 4-qtr growth rate (SP 500), GE, Weekend Link Fest

10.8.14: Final Look at Q3 ’14 Earnings. Financial Sector Adjustments on Operating Basis

October 8, 2014 Brian Gilmartin Leave a comment

By the time most readers might get to reading this, the Fed’s September meeting minutes will be released (due in…

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Posted in: AA, BAC, Earnings, Earnings estimate revisions, Financial sector, JPM, S&P 500, Sector Earnings Growth Estimates

10.6.14: Expected q3 ’14 SP 500 Revenue Growth by Sector

October 6, 2014 Brian Gilmartin Leave a comment

FCSP500revgro(qtrly) Here is the latest expected revenue growth rates by sector for the SP 500 for q3 ’14. A couple…

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Posted in: Consumer Discretionary, Consumer Staples, Industrials, SP 500 Revenue Growth

10.5.14: More on SP 500 Earnings and a Look at Revenue Estimates by Sector

October 5, 2014 Brian Gilmartin Leave a comment

Our primary source of earnings data is Thomson Reuters, both the weekly “This Week in Earnings” and the intermittent emails,…

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Posted in: Biotech, Financial sector, Financials, Gilead, MSFT, S&P 500, SP 500 Revenue Growth

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