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Author: Brian Gilmartin

Is the SP 500 Just Another Large-Cap Growth Fund ?

September 30, 2017 Brian Gilmartin Leave a comment

(This blog post could be classified as – somewhat like the Jerry Seinfeld show – a post about nothing. I’m…

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Posted in: Market-Cap weights, S&P 500, Schumpeter's Creative Destruction, Technology

“Forward 4-Quarter” SP 500 EPS Growth Rate Over 10% (Finally)

Brian Gilmartin Leave a comment

The expected year-over-year growth rate of the SP 500’s “forward -4-quarter” EPS finally moved over 10%, the first print over…

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Posted in: Financial sector, Financials, Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update

Technology Sector: Should We Be Worried ?

September 25, 2017 Brian Gilmartin Leave a comment

  The financial media has made a big deal of Apple’s decline in September ’17, saying it has been the…

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Posted in: Apple (AAPL), CNBC, Factset, Technology

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”…

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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…

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

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Fundamentalis

  • Fed Rate Hike Coming This Week, Deteriorating Market Breadth, and more on International
  • Oracle Reports Tonight: Chart Has Improved, but Free-Cash-Flow is Still Grim
  • SP 500 Earnings: Expected 2027 SP 500 EPS Growth Might Make For a Tougher Year
  • International Investing: International Outperformance vs SP 500 is Healthy, and it’s Still Early
  • Walmart Earnings Summary: Staying the Course, Looking to Add to the Stock

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