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Author: Brian Gilmartin

How do 3rd Quarter Estimates Look ?

September 16, 2017 Brian Gilmartin Leave a comment

Thomson Reuters data (by the numbers): Fwd 4-qtr est: $137.83 vs last week’s $138.05 P.E ratio: 18x PEG ratio: 1.88x…

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Posted in: Apple (AAPL), Financial sector, Financials, Weekly Earnings Update

Fiscal 2018 Estimates Tell Us Apple is Fine

September 15, 2017 Brian Gilmartin Leave a comment

Apple updated Wall Street on Tuesday, September 12, 2017. I wanted to give the Street a few days to chew…

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Posted in: Apple (AAPL), EPS estimate revisions

Financials: Nearing a Critical Technical Level Once Again – Put on Your Rally Caps

September 9, 2017 Brian Gilmartin Leave a comment

When looking at portfolio performance as of August 31, Microsoft, client’s largest holding performed pretty well in the month of…

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Posted in: 10-year Treasury yield, CME, Financial sector, Financials, GS, JPM, SCHW

Still Technology: All About Apple and Oracle Next Week – Expectations Are High for Apple

September 8, 2017 Brian Gilmartin Leave a comment

Last week, the continued upward drift in Technology estimates was written about (here), and now this coming week we get…

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Posted in: Apple (AAPL), MSFT, ORCL, Technology, Weekly Earnings Update

SP 500 Earnings Update: Technology Sector Forward Estimates Still Look Good

September 2, 2017 Brian Gilmartin Leave a comment

Thomson Reuters data (by the numbers): (Source: “This Week in Earnings” dated 9/1/17):  Fwd 4-qtr est: $138.18 P.E ratio: 18(x)…

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Posted in: Apple (AAPL), Technology, Weekly Earnings Update

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Fundamentalis

  • 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
  • SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated

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