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Insightful market commentary from a fresh perspective.
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11.8.14: SP 500 Revenue Growth, 3rd and 4th Quarters

November 8, 2014 Brian Gilmartin Leave a comment

We occasionally post an update to SP 500 revenue growth, which we are doing tonight again here (FCSP500revgro(qtrly)). As you can see SP…

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Posted in: S&P 500, SP 500 Revenue Growth

11.7.14: SP 500 Weekly Earnings Update: Energy and Basic Material Downward Revisions Exerting Pressure on Forward Estimates

Brian Gilmartin Leave a comment

Per Thomson Reuters, This Week in Earnings, the forward 4-quarter estimate for the SP 500 closed this week at $126.77,…

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Posted in: BAC, Basic Materials, Earnings, Earnings estimate revisions, Energy sector, Fwd 4-qtr growth rate (SP 500), Weekend Link Fest

11.5.14: How Big of an Impact is Energy Having on 4th quarter SP 500 Earnings Growth ?

November 5, 2014 Brian Gilmartin Leave a comment

Per Greg Harrison of Thomson Reuters, as of 11/4/14, the SP 500’s q4 ’14 year-over-year earnings growth for the key…

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Posted in: Energy sector, S&P 500, Sector Earnings Growth Estimates

11.3.14: Change in q4 ’14 Expected Earnings Growth since October 1

November 4, 2014 Brian Gilmartin Leave a comment

Here is the change in q4 ’14’s expected earnings growth by sector since October 1 ’14. Most of this was…

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Posted in: Sector Earnings Growth Estimates

11.2.14: Factset on 4th quarter, 2014, SP 500 Earnings Estimates

November 2, 2014 Brian Gilmartin Leave a comment

In yesterday’s SP 500 Weekly Earnings Update, I tried to lay out the case for Technology and Industrial’s overweights, while…

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Posted in: Apple (AAPL), Basic Materials, ECA, IBM, TBF - inverse Treasury

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