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

Category: MRK

Health Care Sector: Investors Need to Pick Your Spots

November 8, 2016 Brian Gilmartin Leave a comment

Thomson Reuter’s quick peek at Health Care earnings as of 11/7/16:   # of # Earnings Revenue Health Care Cos…

Continue Reading →

Posted in: Health Care sector, MRK, PFE

HealthCare Sector Revisions: Interesting Relative to Sector Performance

October 16, 2016 Brian Gilmartin Leave a comment

Here is an interesting trend in HealthCare sector earnings growth revisions: Q3 ’17: +12.3% on 10/14 vs +12.0% as of…

Continue Reading →

Posted in: Health Care sector, Healthcare Reform, JNJ, MRK, PFE

SP 500 Earnings Update: Ultimately, SP 500 Earnings Have to Start to Move Higher

March 19, 2016 Brian Gilmartin Leave a comment

In 2015, the “forward 4-quarter” earnings estimate for the SP 500 turned negative in early April ’15 and stayed that…

Continue Reading →

Posted in: Currency, Energy ETF's (XLE, Energy sector, Financial sector, Financials, MRK, PFE, US Dollar

The Endless GAAP vs. Non-GAAP Debate: Instead Focus on Cash-Flow

March 15, 2016 Brian Gilmartin Leave a comment

If you read Factset’s “Earnings Insight” this weekend (and I highly recommend you read it every weekend), you will see…

Continue Reading →

Posted in: Factset, Factset earnings data, GAAP Vs Non-GAAP, GE, MRK, MSFT, PFE, UTX

HealthCare Sector: Growth Has Been Healthy, But Will Sector P.E Compress in Presidential Election Year ?

November 23, 2015 Brian Gilmartin Leave a comment

The HealthCare sector has struggled since the August ’15, China-induced, beat down on the major equity indices, which is exactly…

Continue Reading →

Posted in: Apple (AAPL), Biotech, Health Care sector, MRK, PFE

Post navigation

Page 1 of 4
1 2 … 4 Next →

Fundamentalis

  • SP 500 Weekly Earnings Update: Revisions Continue Higher, but Entering Quiet Period
  • SP 500 Weekly Earnings Update: “Growth is Good” – SP 500 EPS Revisions Still Higher
  • SP 500 Weekly Earnings Update: How Has Q1 ’21 SP 500 EPS Growth Changed Since Jan 1 ’21 ?
  • Don’t Forget Emerging Markets / International For Your Portfolio
  • Style-Box Analysis: Watch the Rotation from Large-Cap to Small-Cap

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2021 Fundamentalis