{"id":7788,"date":"2018-05-11T22:04:17","date_gmt":"2018-05-11T22:04:17","guid":{"rendered":"https:\/\/fundamentalis.com\/?p=7788"},"modified":"2018-05-11T22:04:17","modified_gmt":"2018-05-11T22:04:17","slug":"how-have-full-year-2018-sp-500-sector-earnings-and-revenue-estimates-changed","status":"publish","type":"post","link":"https:\/\/fundamentalis.com\/?p=7788","title":{"rendered":"How Have Full-year 2018 SP 500 Sector Earnings and Revenue Estimates Changed ?"},"content":{"rendered":"

(This blog’s RSS feed is going away or has gone away so please resubscribe at www.fundamentalis,com if you haven’t already. There is no cost to subscribe to the blog. )<\/p>\n

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Click to enlarge<\/figcaption><\/figure>\n

Not much difference in the numbers so far this year.<\/p>\n

Telco earnings have jumped, but some of that or a big part of that was an accounting change for the sector and yes, tax reform.<\/p>\n

Telco revenue estimates have continued to see pressure which is consistent with AT&T’s disappoint quarter and revenue miss.<\/p>\n

Real estate earnings as a sector have fallen. The sector isn’t followed that closely since real estate is just 3% of the SP 500 by market cap, as is Telco, Basic Materials and Utilities, too.<\/p>\n

Tech, Financials, Health Care and Consumer Discretionary, is still roughly 65% of the SP 500 by market cap.<\/p>\n

Technology and Financial’s have been clients largest sector overweight’s for years, coming off the 2009 lows, although Tech is lighter in weight in 2018 than it was in 2017.<\/p>\n

It’s still a relatively healthy stock market.<\/p>\n

More to come Saturday morning on the Weekly SP 500 earnings data and update.<\/p>\n

Thanks for reading.<\/p>\n","protected":false},"excerpt":{"rendered":"

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