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Author: Brian Gilmartin

5.2.14: Full-Year 2014 SP 500 Earnings Update – No P.E expansion this year

May 2, 2014 Brian Gilmartin Leave a comment

We are a little late getting this out, but I wanted to see what the SP 500 earnings growth would…

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Posted in: Earnings, Earnings estimate revisions, Uncategorized

4.29.14: Color on Tech Earnings Increase Last Week – Stay with Large-Cap Tech

April 29, 2014 Brian Gilmartin Leave a comment

Last weekend, in our Weekly Earnings Update, we mentioned the increase in the SP 500’s earnings growth for the last…

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Posted in: Apple (AAPL), Earnings estimate revisions, FB, MSFT, Sector Earnings Growth Estimates, Uncategorized

4.26.14: SP 500 Earnings Update: q1 ’14 Earnings +3.3%, Right on Track

April 27, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuters, “This Week in Earnings” the forward 4-quarter estimate for the SP 500 fell $.09 this week to…

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Posted in: Basic Materials, Earnings, Earnings estimate revisions, Facebook (FB), MSFT, Sector Earnings Growth Estimates, Weekly Earnings Update

4.19.14: Why we are Still Down on Financials Through 2014

April 19, 2014 Brian Gilmartin Leave a comment

While we are still long JP Morgan (JPM), Bank of America (BAC) and Wells Fargo (WFC), within client accounts we…

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Posted in: BAC, Financial sector, Financials, JPM, SCHW, WFC

4.18.14: SP 500 Earnings Update: Time for Energy to Outperform ?

April 18, 2014 Brian Gilmartin Leave a comment

We saw the first full week of q1 ’14 SP 500 earnings this past week, with the SP 500 “forward…

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Posted in: Energy sector, Sector Earnings Growth Estimates, Weekly Earnings Update

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Fundamentalis

  • Walmart Earnings Preview: Tariff Impact Fading, Still Looking for Margin Gains Ahead
  • SP 500 Earnings and Style-Box Update
  • International Annual Returns, The Breakout in the Nikkei, and Top 10 Holdings
  • Don’t Expect SP 500 Earnings to Call a Market Top
  • Boeing Earnings Summary: Added to Positions After 10% Drop This Week

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