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2.27.15: Excluding Energy from SP 500 Earnings Estimates – Good or Bad Analysis ?

February 27, 2015 Brian Gilmartin Leave a comment

In last week’s SP 500 earnings update,I talked about excluding Energy from the SP 500 earnings data for q4 ’14,…

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Posted in: Earnings, Earnings estimate revisions, Energy sector, Sector Earnings Growth Estimates

2.20.15: SP 500 Weekly Earnings Update: Ex-Apple and Energy, Q4 ’14 Earnings Growth 4% – 4.5%

February 21, 2015 Brian Gilmartin Leave a comment

With Wal-Mart’s quarterly earnings report this week, it is thought the “official” q4 ’14 earnings season is now concluded. With…

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Posted in: Apple (AAPL), Crude oil / Energy, Energy sector, Financial sector, Financials, Fwd 4-qtr growth rate (SP 500), Home Depot (HD), HPQ, Weekly Earnings Update

2.15.15: Haven’t Done a Linkfest In A While

February 15, 2015 Brian Gilmartin Leave a comment

Josh Brown is hilarious: read the caption under the G20 picture. JB is a must-read every week. The best of…

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Posted in: EEM, Emerging Markets, US Dollar, UUP, Weekend Link Fest

2.14.15: SP 500 Weekly Earnings Update: Q4′ 14 Earnings Were Strong, Think 2015 Will Be Fine

February 14, 2015 Brian Gilmartin Leave a comment

Per Thomson Reuters, with 391 of the SP 500 having reported q4 ’14 earnings so far, The year-over-year growth in…

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Posted in: Energy sector, Financial sector, Financials, Weekly Earnings Update, XOM

1.71.15: SP 500 Weekly Earnings Update

February 7, 2015 Brian Gilmartin Leave a comment

The equity market bears have now recently become SP 500 earnings bears, and to be frank, at least in terms…

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Posted in: Consumer Discretionary, Crude oil / Energy, Energy sector, Weekly Earnings Update

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Fundamentalis

  • SP 500 Earnings: Expected Full-year ’26 SP 500 EPS Growth was 15.6% on Jan 1, Now 22.6% as of Friday, May 1
  • Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say
  • SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again
  • Boeing / IBM Earnings Previews: BA Still Requires Patience, While IBM’s AI Book is Growing
  • SP 500 Earnings: Forward Estimated Growth is Really Remarkable. SP 500 Revenue Growth Too.

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