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

Category: Technology

11.30.14: Sector returns for 2014

November 30, 2014 Brian Gilmartin Leave a comment

Since so much of our earnings work is sector-related, here is a quick recap of sector returns for November ’14,…

Continue Reading →

Posted in: Basic Materials, Consumer Discretionary, Consumer Staples, Financial sector, Industrials, Technology

11.1.14: SP 500 Earnings Update: Technology and Industrial Sectors Looking Better, Avoid Energy

November 1, 2014 Brian Gilmartin Leave a comment

  Per Thomson Reuter’s This Week in Earnings, the forward 4-quarter estimate fell this past week to $127.04 from last…

Continue Reading →

Posted in: Energy sector, Industrials, Sector Earnings Growth Estimates, Technology, Weekly Earnings Update

10.22.14: Q4 ’14 Earnings: Technology Sector Estimates Moving Higher

October 22, 2014 Brian Gilmartin Leave a comment

We’ll give the Energy sector a break for a few weeks and let the dust settle on the 20% drop…

Continue Reading →

Posted in: Apple (AAPL), IBM, Technology

9.13.14: SP 500 Weekly Earnings Update – Bonds and the Dollar Take Center Stage

September 13, 2014 Brian Gilmartin Leave a comment

  Per ThomsonReuter’s “This Week in Earnings”, the forward 4-quarter estimate fell to $125.80 from last week’s $126.34, or a decline…

Continue Reading →

Posted in: Basic Materials, Consumer Staples, Industrials, interest rates, Technology, US Dollar, Weekly Earnings Update

9.1.14: A Quick Look at the SP 500 by Sector Market Cap

September 2, 2014 Brian Gilmartin Leave a comment

As a former analyst, now portfolio manager, being a data geek goes hand-in-hand with assessing various market, sector and individual…

Continue Reading →

Posted in: Financial sector, Financials, S&P 500, Sector Earnings Growth Estimates, Technology

Post navigation

Page 17 of 17
← Previous 1 … 16 17

Fundamentalis

  • How Much Time Might Be Left in This Secular Bull Market ?
  • SP 500 Earnings: SP 500 EPS Face Easy Compare vs Q4 ’22
  • Walmart Post Earnings: Facing Tough Comp’s Through Mid ’24
  • SP 500 Earnings: Nvidia Reports Tuesday Night – It Will Matter
  • Walmart Earnings Preview: It’s Still About Margins – Target Results Probably Not Relevant

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2023 Fundamentalis