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Category: 2018

SP 500 Earnings: Forward Revisions Still Negative

August 5, 2022 Brian Gilmartin Leave a comment

Forward EPS estimates were revised lower again this week, revision action that isn’t encouraging. What’s puzzling is that – when…

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Posted in: 2018, 2019 SP 500 earnings, Weekly Earnings Update

SP 500 Earnings Update: Adjusting for Tax Reform, 2019’s SP 500 EPS Growth is Roughly 8%

November 30, 2019 Brian Gilmartin Leave a comment

Updating the numbers this holiday weekend, the expected 2019 SP 500 estimate today is $162.20 vs 2019’s actual tax-cut-aided $161.93,…

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Posted in: 2017 Tax reform, 2018, Weekly Earnings Update

SP 500 Weekly Earnings Update: Might be Quiet on Earnings Front till December ’19

November 16, 2019 Brian Gilmartin Leave a comment

Per IBES 461, of the SP 500 have reported their Q3 ’19 results. We continue to lap toughest quarter of…

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Posted in: 2018, Weekly Earnings Update

What was Done Well (and Not so Well) for Clients in 2018

December 16, 2018 Brian Gilmartin Leave a comment

Here is a quick summary of how client’s were positioned in 2018, and what worked and what didnt: Microsoft (MSFT)…

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Posted in: 1994, 2018, Apple (AAPL), Financial sector, Financials, Uncategorized

Do we see P.E Expansion or P.E Contraction in 2019 ?

November 10, 2018 Brian Gilmartin Leave a comment

A little more discussion on 2019 SP 500 EPS estimates and looking into next year. Staying away from sector estimates…

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Posted in: 2018, 2019 SP 500 earnings, PE expansion / contraction

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Fundamentalis

  • StyleBox Update: It Could be Reasonable to Expect Large-Cap Growth to Lag for a While Longer
  • SP 500 Earnings Update: SP 500 Forward EPS Diverging from Bullish Technicals
  • SP 500 Earnings: Forward Revisions Still Negative
  • Int’l and Non-US Investing / Yardeni on “QT2” / Reasons to be Bullish / Top 10 Holdings
  • SP 500 Earnings: Sharp SP 500 Estimate Cuts Meet the Best Monthly Rally Since November ’20

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