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One Big Difference Between the Current Bull Market and the 1990’s

November 27, 2017 Brian Gilmartin Leave a comment

Great article by Josh Brown this Sunday, November 25, 2017. This blog post of last weekend hinted at this, but…

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Posted in: Financial sector, Financials, WMT

SP 500 P.E Expansion / Contraction since 1990

November 26, 2017 Brian Gilmartin Leave a comment

Source: Morningstar / Ibbotson’s Stocks, Bonds, Bills & Inflation Handbook The 30-year bond data needs to be updated and the…

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Posted in: PE expansion / contraction

Growth of “Forward Estimate” Firmly over 10%; First Time in a Long Time

November 24, 2017 Brian Gilmartin Leave a comment

Thomson Reuters data by the numbers: Fwd 4-qtr est:$142.45 vs last week’s $142.30 P.E ratio: 18.3x PEG ratio: 1.7x SP…

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Posted in: Weekly Earnings Update

A Primer on the SP 500 Earnings Yield – What’s it Telling Investors Today ?

November 23, 2017 Brian Gilmartin Leave a comment

CNBC’s Melissa Lee did one of the many CNBC “panel -of-experts” interviews in the last few weeks, (not on the…

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Posted in: 10-year Treasury yield, SP 500 Earnings Yield

SP 500 Earnings, The Tech Sector and the Apple iPhone Cycle

November 19, 2017 Brian Gilmartin Leave a comment

The Technology sector is now roughly 25% of the SP 500 by market cap. (Not as high as what it…

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Posted in: 2018, Apple (AAPL), Technology, Weekly Earnings Update

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Fundamentalis

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  • International Investing: International Outperformance vs SP 500 is Healthy, and it’s Still Early
  • Walmart Earnings Summary: Staying the Course, Looking to Add to the Stock
  • 10-Year Treasury Yield Chart and What 2027 Energy Sector Estimates are Saying
  • Walmart Earnings Preview: The Flywheel is Still Flywheelin’ but Ultimately, Operating Margin Needs to Improve

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