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

Category: WFM

SP 500 Weekly Earnings Update: High-Single Digit Earnings Growth the “New Normal” for SP 500 ?

February 5, 2017 Brian Gilmartin Leave a comment

A little over half the SP 500 has reported their Q4 ’16 with 275 SP 500 components releasing results as…

Continue Reading →

Posted in: Coca-Cola (KO), Weekly Earnings Update, WFM

3.30.14: Linkfest and Discussion of q1 ’14 Markets

March 30, 2014 Brian Gilmartin Leave a comment

What we bought last week: we added to the Inverse Treasury TBF, and also added to Micron Technology (MU) in…

Continue Reading →

Posted in: AA, Facebook (FB), FB, IBM, SCHW, TBF - inverse Treasury, Weekend Link Fest, WFM

3.28.14: Consumer Discretionary Lagging – What do Sector Earnings Estimates Show ?

March 28, 2014 Brian Gilmartin Leave a comment

Consumer Discretionary has long been a market leadership sector, representing about 12% of the SP 500 by market cap. The…

Continue Reading →

Posted in: Consumer Discretionary, Sector Earnings Growth Estimates, WFM

1.29.14: The Detail of Retail: Be Selective but Don’t Abandon the Sector

January 29, 2014 Brian Gilmartin Leave a comment

No question, retail stocks have taken a total beating since late November, early December with a multitude of reasons for…

Continue Reading →

Posted in: Consumer Discretionary, Consumer Staples, Retail, WFM, WMT

1.15.14: Whole Foods Oversold, Maybe For A Good Reason

January 15, 2014 Brian Gilmartin Leave a comment

  One of our favorite retailers has gotten pretty beaten up of late, after WFM guided lower in their November…

Continue Reading →

Posted in: WFM

Post navigation

Page 1 of 2
1 2 Next →

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