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Author: Brian Gilmartin

Technology, Apple, and Did Tim Cook Pull Off A Remarkable Feat ?

September 2, 2018 Brian Gilmartin Leave a comment

  Michael Batnick, Ritholtz Wealth’s Director of Research, puts up a chart that perfectly articulates the what-seems-to-be misplaced anxiety over…

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Posted in: Apple (AAPL), Technology

SP 500 Earnings: How Much Earnings Growth is Tax-Reform Related and a Year of PE Contraction

September 1, 2018 Brian Gilmartin Leave a comment

Updating the weekly numbers: (Thomson Reuters) Fwd 4-qtr est: $169.21 vs last week’s $169.13 P.E ratio: 17x PEG ratio: 0.77x…

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Posted in: 2017 Tax reform, EPS estimate revisions, PE expansion / contraction, Weekly Earnings Update

How Does This Bull Market Compare to Others ?

August 29, 2018 Brian Gilmartin Leave a comment

  This is a great graph from Gina Martin Adams, Chief Equity Strategist at Bloomberg. You have to squint to…

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Posted in: Secular Bull Market

Breadth & Sentiment: The “No BS Model”

August 27, 2018 Brian Gilmartin Leave a comment

Readers know my appreciation of Bespoke’s work, the firm started by Paul Hickey and his crew after coming out of…

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Posted in: Market breadth, stock market sentiment

Are SP 500 Earnings Starting to Weaken ? A Look at Q3 and Q4 ’18’s estimates

August 25, 2018 Brian Gilmartin Leave a comment

https://www.nuveen.com/bob-doll-weekly-commentary The above link is to Bob Doll’s research piece found on Twitter on 8/24/18 and in the Nuveen research…

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Posted in: Weekly Earnings Update

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Fundamentalis

  • Walmart Earnings Preview: The Flywheel is Still Flywheelin’ but Ultimately, Operating Margin Needs to Improve
  • SP 500 EPS / Revenue Growth, and Amazon Earnings
  • Bond Markets Getting Oversold; Fed Funds Futures Indicate the FOMC Will Stand Pat on Wednesday, July 29th
  • 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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