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Author: Brian Gilmartin

Stay with Financials: Many Still Below ’07 Highs and a “Value” Play

November 15, 2017 Brian Gilmartin Leave a comment

Reading a good blog this Monday night, it was somewhat surprising to read that this blog author was worried about…

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Posted in: Berkshire Hathaway, CME, Financial sector, Financials, Growth v Value, JPM, SCHW

Time to Play Defense with Consumer Staples ?

November 12, 2017 Brian Gilmartin Leave a comment

There has been little mystery to what has worked this year, with the Technology sector within the SP 500 up…

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Posted in: Amazon, Coca-Cola (KO), Consumer Staples, JPM, PG, S&P 500, Sector Earnings Growth Estimates

SP 500 Earnings Update: Forward 4-Quarter Estimate Continues to Climb

November 11, 2017 Brian Gilmartin Leave a comment

“its got no brain, its got no blood, its got no anima…it just keeps banging on those meaningless symbols endlessly…

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Posted in: 10-year Treasury yield, Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update, WMT

Q3 ’17 SP 500 Earnings, Ex-Energy and Ex-Financials

November 10, 2017 Brian Gilmartin Leave a comment

While Energy is still lapping the very easy compares from 2016, the Financial sector is a big drag on Q3…

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Posted in: Energy sector, Financial sector, Financials, Technology

What is Worrisome about this Stock Market, and Where Readers Might Find Value

November 5, 2017 Brian Gilmartin Leave a comment

Two items read this week, were a little worrisome: 1.) Liz Ann Sonders, Schwab’s great strategist, posted this to Twitter…

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Posted in: Bespoke, Biotech, Biotech sector / earnings, CME, EEM, Emerging Market ETF's (EEM, Emerging Markets, GS, Horan Capital, JPM, QQQ, SeeitMarket, stock market sentiment, Technology

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Fundamentalis

  • SP 500 Earnings: Financials Start Q2 ’25 Earnings With a Bang; Expect Another Solid Quarter for SP 500 Earnings
  • Schwab Earnings Preview: Cheap on a PEG Basis, Can Schwab Break-out of this 3-year Consolidation?
  • Netflix Earnings Preview: Margin Guidance Continues to be Revised Higher
  • Financials Report This Week: Citi and JPMorgan Kick-Off the Big Banks Tuesday Morning
  • Technology Sector: Looking at the Last 5 Quarters “Upside Surprise” Factor

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