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Month: January 2019

Apple Pre-Earnings:Watching the fiscal 2020 estimate

January 28, 2019 Brian Gilmartin Leave a comment

Apple will report their fiscal Q1 ’19 financial results after the bell on Tuesday, January 29th, 2019. If readers look…

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Posted in: Uncategorized

SP 500 Earnings Revisions Firmly Negative

January 27, 2019 Brian Gilmartin Leave a comment

The above table is SP 500 estimate revisions that are tracked every week from the I/B/E/S by Refinitiv report “This…

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Posted in: SP 500 estimate revision data

Can SP 500 Finally Break the Downtrend Line off the Sept. ’18 Peak?

January 26, 2019 Brian Gilmartin Leave a comment

Trading back above the downtrend line will be the 2nd major test after the SP 500 recovered it’s 50-day moving…

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Posted in: Uncategorized, Weekly Earnings Update

Energy and Tech Weigh on 2019 SP 500 EPS Estimates

January 19, 2019 Brian Gilmartin Leave a comment

The expected year-over-year growth of the SP 500 EPS estimate for 2019 has now slowed to +5.5% versus the expected…

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Posted in: Uncategorized

Great Read from Jag Capital

January 17, 2019 Brian Gilmartin Leave a comment

Guys like Jeff Miller at NewArc Capital and Josh Brown are frequently quoted on this blog. Their research is top-notch…

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Posted in: Uncategorized

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Fundamentalis

  • Technology Sector: Looking at the Last 5 Quarters “Upside Surprise” Factor
  • SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated
  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)

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