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Category: SCHW

2018 Forecast: Look for A Lower Return from SP 500 in 2018

December 18, 2017 Brian Gilmartin Leave a comment

The US economy, as well as global GDP growth is accelerating off a slow, post-2008 below-average pace; SP 500 earnings…

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Posted in: 2018, AGG, MSFT, SCHW

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…

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

Stay with Financials: Many Still Below ’07 Highs and a “Value” Play

November 15, 2017 Brian Gilmartin Leave a comment

Reading a good blog this Monday night, it was somewhat surprising to read that this blog author was worried about…

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Posted in: Berkshire Hathaway, CME, Financial sector, Financials, Growth v Value, JPM, SCHW

Financials: Nearing a Critical Technical Level Once Again – Put on Your Rally Caps

September 9, 2017 Brian Gilmartin Leave a comment

When looking at portfolio performance as of August 31, Microsoft, client’s largest holding performed pretty well in the month of…

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Posted in: 10-year Treasury yield, CME, Financial sector, Financials, GS, JPM, SCHW

Financial Sector Estimate Revisions Still Show Favorable Trends

February 27, 2017 Brian Gilmartin Leave a comment

Since probably late November, ’16, there has been a plethora of pundits appearing in the mainstream financial media, telling investors…

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Posted in: Earnings estimate revisions, Financial sector, Financials, GS, Inc. (BRK-B), JPM, SCHW, Sector Earnings Growth Estimates

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Fundamentalis

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  • SP 500 Valuation Metrics: Getting Extended
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