Skip to content
Fundamentalis
Fundamentalis
Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

Author: Brian Gilmartin

How Good is the “Forward 4-Qtr Estimate” at Predicting Actual SP 500 Earnings ?

September 23, 2017 Brian Gilmartin Leave a comment

Jeff Miller, one of my friends in the business and the excellent ‘Weighing the Week Ahead” and “Dash of Insight”…

Continue Reading →

Posted in: PE expansion / contraction, Weekly Earnings Update

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…

Continue Reading →

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…

Continue Reading →

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…

Continue Reading →

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…

Continue Reading →

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

Post navigation

Page 205 of 326
← Previous 1 … 204 205 206 … 326 Next →

Fundamentalis

  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought
  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis