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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

2.1.15: SP Weekly Earnings Update: Still Not an Earnings Cassandra

February 1, 2015 Brian Gilmartin Leave a comment

According to ThomsonReuters, “This Week in Earnings”, the forward, 4-quarter” earnings estimate for the SP 500 slipped to $121.99, down…

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

1.24.15: SP 500 Weekly Earnings Update: Core SP 500 Earnings Growth on Track for High-Single-Digits

January 24, 2015 Brian Gilmartin Leave a comment

At breakfast this morning, while perusing John Butter’s weekly Factset missive on Sp 500 earnings, John noted that the expected…

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Posted in: AT&T (T), bond proxy, Energy sector, Financial sector, Financials, Technology, VZ, Weekly Earnings Update

1.19.15: A look at 2015’s Full-Year Growth Estimates by Sector

January 19, 2015 Brian Gilmartin Leave a comment

Here is the trend in the SP 500’s expected, full-year, 2015 sector earnings growth over three time-frames: Column 1 is…

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Posted in: Energy sector, Financial sector, Financials, Sector Earnings Growth Estimates, SP 500 forecast(s)

1.18.15: An Update on Energy Sector Revisions

January 18, 2015 Brian Gilmartin Leave a comment

The change in expected earnings growth for the Energy sector has been brutal. FCEnergyRtofChange Readers can quickly see how the…

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Posted in: Crude oil / Energy, Energy sector, Oil Services Co's, Sector Earnings Growth Estimates, SLB, XOM

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Fundamentalis

  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford
  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends
  • SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve
  • The Major Differences Between this Bull Stock Market and the Late 1990’s
  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings

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