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10.19.14: Drilling Down into the Energy Sector

October 19, 2014 Brian Gilmartin Leave a comment

Thanks to Greg Harrison, of ThomsonReuters, this is how the Energy Sector earnings are distributed amongst and between the various…

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Posted in: BHI, CVX, Energy sector, Integrated Oil Co's, Oil Services Co's, Sector Earnings Growth Estimates, XOM

10.18.14: SP 500 Earnings Update: Forward Growth Rate Nears 2014 High, Despite Energy Drag on Earnings

October 18, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuter’s “This Week in Earnings”, the forward 4-quarter estimate for the SP 500 slipped to $129.34 this week,…

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Posted in: Energy sector, Fwd 4-qtr growth rate (SP 500), Sector Earnings Growth Estimates, Weekly Earnings Update

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

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Fundamentalis

  • Walmart Earnings Summary: Stock Testing 200-Day Moving Average After Earnings
  • StyleBox Update: The One Surprise is SmallCap Growth and Value Starting to Roll
  • SP 500 Earnings: Don’t Forget About SP 500 Revenue Growth, Maybe a Better Story
  • 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

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