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Author: Brian Gilmartin

12.18.14: 5th Correction now in 2014 – P.E Expansion Could Get Harder Going Forward

December 18, 2014 Brian Gilmartin Leave a comment

Assuming that the Santa Claus rally started in earnest yesterday, we’ve just finished our 5th correction in the SP 500…

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Posted in: Financial sector, Financials, Industrials, PE expansion / contraction, SP 500 corrections, SP 500 forecast(s), Technology

12.14.14: Weekend Reading from Other Bloggers Worth a Look

December 15, 2014 Brian Gilmartin Leave a comment

Jon Najarian, from OptionMonster with a good read found on Twitter, on crude oil volatility or the OVX. With crude…

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Posted in: AT&T (T), Crude oil / Energy, Energy sector, FDX, Japan and Nikkei, VZ, Yen

12.12.14: SP 500 Weekly Earnings Update: Pressure Continues on Earnings as Oil Sinks

December 13, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuter’s This Week in Earnings, the “forward 4-quarter” estimate fell this week to $124.37 from last week’s $125.36.…

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Posted in: FDX, NKE, ORCL, S&P 500, Weekly Earnings Update

12.11.14: SP 500: Earnings Weight vs Market Cap Weight in Index

December 11, 2014 Brian Gilmartin Leave a comment

Had to throw this spreadsheet up FC – marketcapvsearningswt (click on the link) to show readers the difference between a sector’s earnings…

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Posted in: Energy sector, Financial sector, S&P 500

12.10.14: Is AT&T (T) Now a Bond Substitute ?

December 10, 2014 Brian Gilmartin Leave a comment

AT&T (T), fell 3% yesterday on nearly 3(x) average volume, after Verizon (VZ) warned about increased churn and margin pressure in its wireless…

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Posted in: AT&T (T), HYG, VZ

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Fundamentalis

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  • SP 500 Earnings: Don’t Forget About SP 500 Revenue Growth, Maybe a Better Story
  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford
  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends
  • SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve

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