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Author: Brian Gilmartin

SP 500 Weekly Earnings Update: Forward “Expected” Growth Rate Reaches 8.41%, Highest Since October 24. 2014

February 24, 2017 Brian Gilmartin Leave a comment

At a CFA Chicago lunch about a week ago, Charlie Evans, Head Fed-head at the Chicago Federal Reserve here in…

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Posted in: Fwd 4-qtr growth rate (SP 500), TBF - inverse Treasury, Treasuries, Weekly Earnings Update

How Good is the SP 500 “Fwd 4-Quarter Estimate” at Predicting the Year-End Actual Estimate ?

February 20, 2017 Brian Gilmartin Leave a comment

Reader “dmarilley” over on Seeking Alpha asked a good question about a month ago, but it has taken me some…

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Posted in: 2017, 2017 Fiscal Policy, Forward SP 500 earnings curve, Fwd 4-qtr growth rate (SP 500)

SP 500 Weekly Earnings Update: Continuing to Overweight Energy

February 19, 2017 Brian Gilmartin Leave a comment

Thomson Reuters I/B/E/S Data by the numbers: Forward 4-quarter estimate: $131.39 versus $131.50 last week P.E ratio: 18(x) PEG ratio:…

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Posted in: Bespoke, Energy ETF's (XLE, Energy sector, S&P 500, Weekly Earnings Update

Brazil and Emerging Markets – Muy Bueno

February 15, 2017 Brian Gilmartin Leave a comment

In 2016, Technology didn’t do very well with the Nasdaq up 6% – 7% when looking at the full-year returns…

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Posted in: Brazil (EWZ), Commodities, EEM, Emerging Market ETF's (EEM, Emerging Markets, VWO)

SP 500 Weekly Earnings Update: Tech and Growth are leading in ’17

February 11, 2017 Brian Gilmartin Leave a comment

Thomson Reuters I/B/E/S data (by the numbers): Forward 4-quarter estimate: $131.50 vs last week’s $131.95 P.E ratio:17.6(x) PEG ratio: 2.24(x)…

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Posted in: Style analysis, Technology, Weekly Earnings Update

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Fundamentalis

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  • Coca-Cola: Earnings Quality Still Not Great

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