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Author: Brian Gilmartin

On Earnings Revisions and Being Friends with Jeff Miller

July 5, 2021 Brian Gilmartin Leave a comment

Doing the weekly earnings update, a lot of SP 500 EPS data is thrown out to readers (source data from…

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Posted in: Jim Cramer and TheStreet, SP 500 estimate revision data

SP 500 Earnings and Style-Box Update: Big Jump in Forward SP 500 Estimate

July 4, 2021 Brian Gilmartin Leave a comment

The “forward 4-quarter” estimate this week jumped to $199.34 from last week’s $192.56, which is an increase of $6.78 per…

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Posted in: Style analysis, Weekly Earnings Update

Individual Investor Market Return Expectations from Irrelevant Investor

June 27, 2021 Brian Gilmartin Leave a comment

Investors, Prepare to be Disappointed Great post by Michael Batnick and Josh Brown’s group over at Ritholtz that hit the…

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Posted in: annual return, Average Annual Return, SP 500 forecast(s), SP 500 long-term returns Filed under: Expected Returns

SP 500 Weekly Earnings Update: Looking at a $199 – $200 Forward SP 500 EPS Estimate Next week

June 25, 2021 Brian Gilmartin Leave a comment

Per Briefing.com, here is the list of companies by ticker that are expected to report earnings next week. On July…

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Posted in: Financial sector, Financials, Weekly Earnings Update

Emerging Markets and Int’l Update: Gradually Lifting Client Allocation to EM and Non-Us

June 24, 2021 Brian Gilmartin Leave a comment

  The first chart today (click to expand) was provided by Brian Buonamici at Calamos Asset Management last week. If…

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Posted in: EEM, Oakmark International, VWO)

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Fundamentalis

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  • SP 500 Earnings: SP Earnings Yield now 5%; A Quick Take on Google’s Earnings Report
  • Alphabet Earnings Preview: The Big Metrics: Free-Cash-Flow and Capex Guidance

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