Skip to content
Fundamentalis
Fundamentalis
Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

Category: Cash repatriation s/sheet

Tax Reform Complicates SP 500 Earnings Analysis – Thoughts about 2018 SP 500 EPS

December 2, 2017 Brian Gilmartin Leave a comment

Here was the latest “cash repatriation” math for large-cap Tech in the event of major tax reform passing, and with…

Continue Reading →

Posted in: 2017 Tax reform, 2018, Cash repatriation s/sheet, CME, Financial sector, Financials, JPM, SCHW, Technology

A look at 4th Quarter ’17 Earnings Expectations w Cash Repatriation updated spreadsheet

November 30, 2017 Brian Gilmartin Leave a comment

Q4 ’17 revenue expectations:  Energy: +17% Technology: +10% Basic Mat: +9.7% Utilities: +7.6% Industrials: +7.2% Real Estate: +6.4% Cons Disc:…

Continue Reading →

Posted in: 2017 Fiscal Policy, Cash repatriation s/sheet, SP 500 Revenue Growth, Standard & Poors Earnings Data

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

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis