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1.18.14: SP 500 Earnings Update: Consumer Discretionary Sector Looking Wobbly

January 18, 2014 Brian Gilmartin Leave a comment

Per ThomsonReuter’s This Week in Earnings, the “forward 4-quarter” earnings estimate for the SP 500 fell $0.14 this past week…

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Posted in: Consumer Discretionary, Energy sector, Financial sector, Weekly Earnings Update

1.15.14: Whole Foods Oversold, Maybe For A Good Reason

January 15, 2014 Brian Gilmartin Leave a comment

  One of our favorite retailers has gotten pretty beaten up of late, after WFM guided lower in their November…

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Posted in: WFM

1.12.14: 13 years of Gradually Decelerating SP 500 Revenue Growth

January 12, 2014 Brian Gilmartin Leave a comment

Thanks to Greg Harrison of ThomsonReuters that provided the following data. We requested quarterly revenue growth for the SP 500…

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Posted in: S&P 500

1.11.14: Good Weekend Reads from our Favorite Bloggers

Brian Gilmartin Leave a comment

Norm Conley (@JAG_Norm), the St. Louis portfolio manager at JAG Capital, notes the outperformance of Industrials in this tweet. Basic Materials…

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Posted in: Weekend Link Fest

1.11.14: SP 500 Earnings Update: We Hear From a Plethora of Financials This Week

January 11, 2014 Brian Gilmartin Leave a comment

Per ThomsonReuter’s This Week in Earnings, the forward 4-quarter estimate slipped $0.03 this week to $120.74. The p.e ratio on…

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Posted in: Financial sector, Financials, GS, JPM, SCHW, Sector Earnings Growth Estimates, SP 500 forecast(s), Weekly Earnings Update

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Fundamentalis

  • 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
  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth

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