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Author: Brian Gilmartin

SP 500 Earnings Update: Estimated 2016 Earnings Have Slowed from 8% to 4% since Jan 1 ’16

February 20, 2016 Brian Gilmartin Leave a comment

Using the Thomson Reuters data, with Q4 ’15 earnings complete for all but 70 SP 500 companies, the year-over-year earnings…

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Posted in: Financial sector, Financials, PE expansion / contraction, SP 500 Revenue Growth, Weekly Earnings Update

SP 500 Earnings Update: Forward 4-Quarter Growth Rate Still Positive

February 15, 2016 Brian Gilmartin Leave a comment

Thomson Reuters Data by the numbers: Forward 4-quarter estimate: $121.90 versus $122.50 last week P.E ratio: 15.3(x) PEG ratio: 11(x)…

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Posted in: Amazon, Fwd 4-qtr growth rate (SP 500), WMT

The Message of the Markets: Dazed and Confused, But Recent Lows Hold

February 12, 2016 Brian Gilmartin Leave a comment

Leon Cooperman phoned in to CNBC’s  Halftime “Fast Money” show about 3-4 weeks ago, and the one comment that stuck…

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Posted in: BAC, Emerging Market ETF's (EEM, Emerging Markets, Energy ETF's (XLE, GS, Japan and Nikkei, SCHW, Uncategorized

How Are SP 500 Earnings Looking for Full-Year 2016 ? (Energy is Beyond Ugly)

February 11, 2016 Brian Gilmartin Leave a comment

Meant to publish this earlier this week… Which sectors have improved in terms of Q4 ’15 earnings growth since Jan…

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Posted in: Biotech, Emerging Markets, Energy ETF's (XLE, Energy sector, Russell 2000, S&P 500, Sector Earnings Growth Estimates, Standard & Poors Earnings Data, US Dollar

SP 500 Earnings: Q4 ’15 Earnings / Weaker US Dollar / Brutal Rotation

February 6, 2016 Brian Gilmartin Leave a comment

With about 60% of the SP 500 having reported Q4 ’15 financial results, SP 500 earnings growth “ex-Energy” is +2.10%,…

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Posted in: Currency, SP 500 forecast(s), SP 500 Revenue Growth, Standard & Poors Earnings Data, US Dollar

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  • Schwab Post-Earnings: Schwab’s Stock About 25% Undervalued (And Probably More)

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