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SP 500 Earnings: SP 500 Earnings Yield Hits High Not Seen Since January ’19

October 15, 2022 Brian Gilmartin Leave a comment

The unusual aspect to IBES by Refinitiv data is that it cuts off incorporating new earnings data as of Thursday…

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Posted in: Tesla, Weekly Earnings Update

Financial Sector EPS Preview: Part II – Schwab, Blackrock, Goldman Sachs and Bank of America

October 12, 2022 Brian Gilmartin Leave a comment

Charles Schwab (SCHW): Scheduled to report Monday, October 17th before the opening bellĀ  Chuck has been a relative strength star…

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Posted in: BAC, Blackrock (BLK), GS, SCHW

SP 500 Earnings: A Brief Look at What’s Expected for Q3 ’22 Earnings and Revenue (by Sector)

October 10, 2022 Brian Gilmartin Leave a comment

The above table shows the actual history of revenue and EPS growth by sector for the 11 sectors of the…

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Posted in: HYG, SP 500 Revenue Growth, SP 500's "upside surprise"

Some Charts, Some Fundamental Data

October 9, 2022 Brian Gilmartin Leave a comment

It’s been said that Goldman Sachs had a 5,100 SP 500 target for year-end 2022, and thought the fed funds…

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Posted in: 2019 SP 500 earnings, Financial sector, SP 500 forward estimate rate of change

SP 500 Earnings: How Much of An Earnings Decline Has the Market Discounted ?

October 7, 2022 Brian Gilmartin Leave a comment

There needs to be a better way to shows this data, but I haven’t figured it out yet, thus readers…

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Posted in: Weekly Earnings Update

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Fundamentalis

  • Boeing Earnings Preview: Administration Support Could be Important Tailwind, As BA Digs Out of Deep Hole
  • Netflix Earnings Summary: The Business Model is Fine, It’s PE Compression That is the Risk
  • SP 500 Earnings: One Unusual Aspect to Q3 ’25 Earnings Estimates
  • Alphabet Earnings Preview: Google’s Very Own Version of Creative Destruction
  • IBM Earnings Preview: Cash-Flow Multiples are Much More Reasonable

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