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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

11.1.14: SP 500 Earnings Update: Technology and Industrial Sectors Looking Better, Avoid Energy

November 1, 2014 Brian Gilmartin Leave a comment

  Per Thomson Reuter’s This Week in Earnings, the forward 4-quarter estimate fell this past week to $127.04 from last…

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Posted in: Energy sector, Industrials, Sector Earnings Growth Estimates, Technology, Weekly Earnings Update

10.26.14: Weekend LinkFest – Others You Should be Reading

October 26, 2014 Brian Gilmartin Leave a comment

Haven’t done a LinkFest in a while. Tadas shouldn’t be worried. Bob Lang, of Explosive Options (@aztecs99) and Suz Smith…

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Posted in: Weekend Link Fest

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Fundamentalis

  • Cisco Earnings Preview: More Cautious After Recent Events
  • Updating the Non-Correlateds: Boeing and IBM Trying to Become Relevant Again
  • Hyperscaler Earnings Previews: Alphabet, Microsoft and Amazon – Maybe the Bearish Sentiment Will Help
  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week
  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC

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