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Author: Brian Gilmartin

A Look at 2016: Let’s Check on the Financial and Energy Sectors

December 5, 2015 Brian Gilmartin Leave a comment

With companies holding their annual investor days throughout December, the earnings estimates will start to take shape for full-year 2016,…

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Posted in: Energy sector, Financial sector, Financials, Home Depot (HD), LEN, TOL, UTX

Weekly Earnings Update; Q4 ’15 SP 500 Earnings Still Reflecting Energy and Basic Materials Drag

Brian Gilmartin Leave a comment

Factset had the most cogent metric this week, with their weekly “Earnings Insight” by John Butters noting that, thanks to…

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Posted in: Energy sector, Weekly Earnings Update

Growth vs Value: Continued Wide Disparity in 2015 Returns

December 1, 2015 Brian Gilmartin Leave a comment

Readers know that as a huge fan of Bespoke Research, I like to copy and paste some of their work…

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Posted in: Amazon, Facebook (FB), FB, GOOG, GOOGL, Growth v Value

SP 500 Weekly Earnings Update: SP 500’s Tech and Financial Concentration

November 30, 2015 Brian Gilmartin Leave a comment

Here is our update on the SP 500’s “market cap vs earnings weight” of the 10 SP 500 sectors: FC…

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Posted in: Amazon, Apple (AAPL), Financial sector, Financials, SP 500 forecast(s), Technology, Weekly Earnings Update

One Chart That Could Curb Your (SP 500) Enthusiasm

November 25, 2015 Brian Gilmartin Leave a comment

http://blog.kimblechartingsolutions.com/2015/11/sp-500-dangerous-for-bull-case-if-prices-turn-weak-here Thanks to Ryan Detrick, a technical analyst I’ve followed for many years, I’ve also started following Chris Kimble’s work.…

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Posted in: SP 500 forecast(s)

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Fundamentalis

  • Key Economic Data This Week and the Treasury 10-Year Yield Bias Still Higher
  • Nike Earnings Preview: The Only Bullish Aspect to Nike’s Stock is the Extreme Bearishness
  • SP 500 Earnings: Quarterly SP 500 EPS Estimate Hits $100 per Share
  • 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

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