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Insightful market commentary from a fresh perspective.
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11.23.13: Weekend Linkfest – Other Investors Worth Reading

November 24, 2013 Brian Gilmartin Leave a comment

There are a lot of quality “linkfests” which get distributed daily / weekly. I have to do this since it…

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Posted in: BAC, CME, Energy sector, Facebook (FB), FB, JPM, Weekend Link Fest

11.23.13: 2014 Year-End SP 500 Values (and Expected SP 500 Returns) Under Different Earnings Scenarios

November 23, 2013 Brian Gilmartin Leave a comment

As we alluded to with our Earnings Update last night, the following is our second pass at 2014’s expected year-end values…

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Posted in: S&P 500, SP 500 forecast(s)

11.23.13: SP 500 Earnings Update: 2014 SP 500 Earnings Growth Should be Stronger than 2013’s 7% – 8%

Brian Gilmartin Leave a comment

Per ThomsonReuters, the forward 4-quarter estimate for the SP 500 fell $0.16 last week to $117.72. The p.e ratio on…

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

11.18.13: Updating the SP 500 “Forward 4-Quarter” Growth Rate

November 18, 2013 Brian Gilmartin Leave a comment

A key metric not often understood, the “forward 4-quarter growth rate” is something we calculate using the ThomsonReuter’s “Forward 4-quarter”…

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Posted in: Fwd 4-qtr growth rate (SP 500)

11.17.13: A Brief History of Weekly Earnings Revisions for 9,000 Public Companies

November 17, 2013 Brian Gilmartin Leave a comment

  In a perfect example of the navel-gazing we (I) do around SP 500 earnings data, the very detailed and elaborate…

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Posted in: Earnings estimate revisions

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Fundamentalis

  • Schwab Earnings Preview: Cheap on a PEG Basis, Can Schwab Break-out of this 3-year Consolidation?
  • Netflix Earnings Preview: Margin Guidance Continues to be Revised Higher
  • Financials Report This Week: Citi and JPMorgan Kick-Off the Big Banks Tuesday Morning
  • Technology Sector: Looking at the Last 5 Quarters “Upside Surprise” Factor
  • SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated

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