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Author: Brian Gilmartin

A Quick Look at the new Communication Sector and expected SP 500 2019 Growth Rates

August 7, 2018 Brian Gilmartin Leave a comment

David Aurelio of Thomson Reuters is very helpful in getting good sector information on the Thomson Reuters IBES data on…

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Posted in: Communications sector, Facebook (FB), GOOG, GOOGL, PE expansion / contraction

SP 500 Weekly Earnings: A Little Softening in Tech and Energy Growth Rates

August 4, 2018 Brian Gilmartin Leave a comment

It might be hardly worth mentioning but looking at the data every week, it’s important to distinguish sentiment from reality…

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Posted in: Energy sector, Technology, Weekly Earnings Update

SP 500 Revenue Thoughts and Some Interesting Tidbits for Readers

August 3, 2018 Brian Gilmartin Leave a comment

  The weekly earnings commentary will be out tomorrow, i.e. Saturday, August 4th, 2018. However today, I thought readers would…

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Posted in: Apple (AAPL), SP 500 Revenue Growth

Updating Full-Year 2018 Revenue and EPS estimates

July 29, 2018 Brian Gilmartin Leave a comment

  This spreadsheet was posted to this blog in mid-May ’18 as well as late March and mid-February earlier this…

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Posted in: 2018

Q2 ’18 Earnings – A Couple of Flies in the Ointment

July 28, 2018 Brian Gilmartin Leave a comment

The Bespoke Report is – in my opinion – one of the best weekly summaries of market-related, and econ-related and…

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Posted in: Bespoke, Earnings, Technology, Weekly Earnings Update

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Fundamentalis

  • Hyperscaler Earnings Previews: Alphabet, Microsoft and Amazon – Maybe the Bearish Sentiment Will Help
  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week
  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC
  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth
  • Market Breadth Perspective and Avoid Nike After the Guidedown

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