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Author: Brian Gilmartin

How Have 2019 EPS Estimates Changed for Top 10 SP 500 Weights ?

January 13, 2019 Brian Gilmartin Leave a comment

This table has been posted a few times in the last 14 weeks, but to save readers the trouble, all…

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Posted in: Uncategorized

Q4 ’18 SP 500 Earnings Begin This Week

Brian Gilmartin Leave a comment

At least 22 large-cap Financials report this coming week and for clients, JP Morgan (JPM) and Charles Schwab (SCHW) are…

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Posted in: Uncategorized

How Have 2019 SP 500 EPS and Revenue Estimates Changed ?

January 8, 2019 Brian Gilmartin Leave a comment

  Here is the change in the 2019 SP 500 “expected” earnings growth by sector the last 7 months. Here…

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Posted in: 2019 SP 500 earnings

Has Apple Cleared the Deck for SP 500 Earnings ?

January 5, 2019 Brian Gilmartin Leave a comment

Q4 ’18 earnings start this week but the week following, January 14th through 18th, is when we see a whole…

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Posted in: Weekly Earnings Update

The Best Lecture of 2018

December 31, 2018 Brian Gilmartin Leave a comment

Professor Joel Greenblatt of the famed Columbia Business School came through Chicago in early December, 2018, to speak to the…

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Posted in: Joel Greenblatt

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Fundamentalis

  • 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
  • Gold Breaks a 40-year Correlation. Does This Signal a Problem for SP 500 Forward Returns ?

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