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5.25.16: Weekend Linkfest – Other Opinions You Must Read

May 25, 2014 Brian Gilmartin Leave a comment

Navy Admiral William McRaven, gives the commencement address at University of Texas, Austin. You must read it or listen to…

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Posted in: Weekend Link Fest

5.24.14: SP 500 Earnings Update: Forward Estimate Growth Rate Improves for 6th Straight Week

May 24, 2014 Brian Gilmartin Leave a comment

In honor of Memorial Day, thank a vet this weekend. It is the ultimate sacrifice, and as the old saying…

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

5.21.14: Commodity Stocks Reverse Recent Strength on 5.20.14

May 21, 2014 Brian Gilmartin Leave a comment

Yesterday, was a George Costanza day (you have to be a Seinfeld fan) yesterday, as the commodity stock strength we wrote…

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Posted in: AA, Basic Materials, FCX, X

5.18.14: EPS Up Revisions back above 50%

May 18, 2014 Brian Gilmartin Leave a comment

Thomson Reuters publishes a weekly table entitled, “U.S. Weekly Revisions” that details the total number of earnings estimate revisions for…

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Posted in: Earnings, Earnings estimate revisions

5.16.14: SP 500 Earnings Update: Market Bearishness is NOT Supported by SP 500 Earnings

May 16, 2014 Brian Gilmartin Leave a comment

With 464 of the SP 500 companies now having reported q1 ’14 earnings, the y/y growth of earnings for the…

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Posted in: Sector Earnings Growth Estimates, Weekly Earnings Update

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Fundamentalis

  • Walmart Earnings Preview: Tariff Compares Should Get Easier But Valuation Still Quite Lofty
  • Style-Box Update: Value Outperforms Across All Market-Caps
  • SP 500 Earnings: Jump in SP 500 EPS This Week. Japan Election This Weekend
  • Amazon Earnings Preview: AWS Operating Margin Facing Tough Compares in December ’25 / March ’26 Quarter’s
  • SP 500 Earnings: 7,000 Tough Resistance for SP 500

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