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Author: Brian Gilmartin

Style Box Update – Mid-November ’19

November 15, 2019 Brian Gilmartin Leave a comment

Here is our twice-quarterly style box spreadsheet for readers. To preface the content, using iShare ETF’s for style-box returns, Value…

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Posted in: Style analysis

2020 Predictions – The Avalanche Begins

November 13, 2019 Brian Gilmartin Leave a comment

  Apologies for the condensed spreadsheet but i wanted to show readers the consistency (so far) of expected 2020 SP…

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Posted in: 2020 SP 500 Earnings data, DataTrek

SP 500 Earnings: Not a Bad Decade

November 9, 2019 Brian Gilmartin Leave a comment

With 466 of the SP 500 having reported 3rd quarter ’19 earnings, the earnings season officially ends this coming week…

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Posted in: 10-year Treasury yield, CSCO, WMT

SP 500 Weekly Earnings Update: SP 500 Still Expecting High 4% – Low 5% Revenue Growth in 2020

November 2, 2019 Brian Gilmartin Leave a comment

We heard very little about this week’s Ron Baron forecast, where he predicted a 650,000 DJIA in 50 years. The…

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Posted in: SP 500 Revenue Growth, Weekly Earnings Update

How 2020 Estimated Sector Growth has Changed the Last 5 Weeks

November 1, 2019 Brian Gilmartin Leave a comment

This weekend, the numbers and metrics will be updated for readers, but today, I wanted to show readers how 2020…

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Posted in: 2020 SP 500 Earnings data

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Fundamentalis

  • Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin
  • 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

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