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Author: Brian Gilmartin

Stock Splits – What Happened to Them ?

February 4, 2020 Brian Gilmartin Leave a comment

A client shot a text tonight asking of Tesla (TSLA) would ever split their stock and if that was a…

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Posted in: Stock Splits

SP 500 Earnings: How have the 2020 Sector Estimates Changed with 2020 Guidance ?

February 1, 2020 Brian Gilmartin Leave a comment

Source: “This Week in Earnings”, IBES by Refinitiv To cut right to the chase, the overall “estimated” SP 500 earnings…

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Posted in: Weekly Earnings Update

Tech and Communications Services Sectors: How Big Are These Companies Getting ?

January 27, 2020 Brian Gilmartin Leave a comment

  While (thanks to Bespoke) much of the Street and the financial media have picked up on the mega-cap concentration…

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Posted in: Apple (AAPL), AT&T (T), Top 10 Market Cap Weights

Weekly Earnings Update: Big Week for Mega-Cap Tech Earnings Releases

January 26, 2020 Brian Gilmartin Leave a comment

Apple (AAPL), Facebook (FB) and Microsoft (MSFT) report their December, 2019, quarter this week, and given the importance of the…

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Posted in: Apple (AAPL), Facebook (FB), MSFT, Weekly Earnings Update

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

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Fundamentalis

  • SP 500 Earnings: Tech Sector Revisions Still Robustly Positive
  • SP 500 Earnings: Financials Report This Week – Expectations Are Quite High and Compares Are Tough
  • Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022
  • A Quick Look at Q4 ’25 EPS and Revenue for SP 500: Tech Sector EPS Grew 30.9% in Q3 ’25
  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026

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