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Author: Brian Gilmartin

Looking at Q3 and Q4, 2020 Sector Estimates

January 24, 2020 Brian Gilmartin Leave a comment

The full update will be sent out later this weekend, probably Sunday night or Monday morning since travel is required…

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Posted in: 2020 SP 500 Earnings data

SP 500 Weekly Earnings Update: “How Long Can This Last ?”

January 20, 2020 Brian Gilmartin Leave a comment

Client meetings since January 1 have kept the blog posts at a minimum. Two consistent questions from clients: 1.) How…

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Posted in: Weekly Earnings Update

Tracking SP 500 Estimate Revisions for the First Quarter of the Year

January 13, 2020 Brian Gilmartin Leave a comment

In this weekend’s SP 500 earnings update, it was mentioned that first quarter’s of the year can see negative EPS…

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Posted in: SP 500 estimate revision data

SP 500 Earnings Update: The Q4 ’19 Earnings Flood Begins This Week

January 11, 2020 Brian Gilmartin Leave a comment

Financials start the Q4 ’19 earnings season this week, which is typical each quarter, as Financial’s start reporting and mostly…

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Posted in: SP 500 Earnings Yield, Top 10 Earnings weights, Weekly Earnings Update

Buffett’s Genius, Tim Cook and Apple, Top 10 Holdings, Probabilities for an SP 500 Correction

January 5, 2020 Brian Gilmartin Leave a comment

When you finally realize you’re really, really, old:  Moved out of Chicago in 2019, to the western suburbs, near where…

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Posted in: Apple (AAPL), SP 500 corrections, Top 10 Client Holdings, Warren Buffett

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Fundamentalis

  • Cisco is Fine Post Earnings: Cisco and IBM Might be the “Anti-AI” Tech Stocks
  • Cisco Earnings Preview: Stock Price Nearing It’s April, 2000, All-Time-High
  • SP 500 Earnings: Wow, the SP 500 Estimated EPS & Revenue Growth Rates Improvements are Remarkable
  • Tech Sector Revenue Growth has Been Accelerating Since Late ’22
  • SP 500 Earnings Update: Q2 ’25 Results Still Robust, Q3 ’25 Revisions Remain Positive

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