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Author: Brian Gilmartin

1.15.14: Whole Foods Oversold, Maybe For A Good Reason

January 15, 2014 Brian Gilmartin Leave a comment

  One of our favorite retailers has gotten pretty beaten up of late, after WFM guided lower in their November…

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Posted in: WFM

1.12.14: 13 years of Gradually Decelerating SP 500 Revenue Growth

January 12, 2014 Brian Gilmartin Leave a comment

Thanks to Greg Harrison of ThomsonReuters that provided the following data. We requested quarterly revenue growth for the SP 500…

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Posted in: S&P 500

1.11.14: Good Weekend Reads from our Favorite Bloggers

Brian Gilmartin Leave a comment

Norm Conley (@JAG_Norm), the St. Louis portfolio manager at JAG Capital, notes the outperformance of Industrials in this tweet. Basic Materials…

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Posted in: Weekend Link Fest

1.11.14: SP 500 Earnings Update: We Hear From a Plethora of Financials This Week

January 11, 2014 Brian Gilmartin Leave a comment

Per ThomsonReuter’s This Week in Earnings, the forward 4-quarter estimate slipped $0.03 this week to $120.74. The p.e ratio on…

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Posted in: Financial sector, Financials, GS, JPM, SCHW, Sector Earnings Growth Estimates, SP 500 forecast(s), Weekly Earnings Update

1.7.14: Amgen (AMGN) – Biotech Company at a Crossroads

January 8, 2014 Brian Gilmartin Leave a comment

Biotech’s and AMGN were on fire in 2013, with AMGN up 32% in the calendar year while the Biotech ETF…

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Posted in: AMGN

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Fundamentalis

  • SP 500 Earnings: Tech Sector Revisions Still Robustly Positive
  • SP 500 Earnings: Financials Report This Week – Expectations Are Quite High and Compares Are Tough
  • Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022
  • A Quick Look at Q4 ’25 EPS and Revenue for SP 500: Tech Sector EPS Grew 30.9% in Q3 ’25
  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026

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