Skip to content
Fundamentalis
Fundamentalis
Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

Category: Uncategorized

Energy and Tech Weigh on 2019 SP 500 EPS Estimates

January 19, 2019 Brian Gilmartin Leave a comment

The expected year-over-year growth of the SP 500 EPS estimate for 2019 has now slowed to +5.5% versus the expected…

Continue Reading →

Posted in: Uncategorized

Great Read from Jag Capital

January 17, 2019 Brian Gilmartin Leave a comment

Guys like Jeff Miller at NewArc Capital and Josh Brown are frequently quoted on this blog. Their research is top-notch…

Continue Reading →

Posted in: Uncategorized

How Have 2019 EPS Estimates Changed for Top 10 SP 500 Weights ?

January 13, 2019 Brian Gilmartin Leave a comment

This table has been posted a few times in the last 14 weeks, but to save readers the trouble, all…

Continue Reading →

Posted in: Uncategorized

Q4 ’18 SP 500 Earnings Begin This Week

Brian Gilmartin Leave a comment

At least 22 large-cap Financials report this coming week and for clients, JP Morgan (JPM) and Charles Schwab (SCHW) are…

Continue Reading →

Posted in: Uncategorized

What was Done Well (and Not so Well) for Clients in 2018

December 16, 2018 Brian Gilmartin Leave a comment

Here is a quick summary of how client’s were positioned in 2018, and what worked and what didnt: Microsoft (MSFT)…

Continue Reading →

Posted in: 1994, 2018, Apple (AAPL), Financial sector, Financials, Uncategorized

Post navigation

Page 8 of 28
← Previous 1 … 7 8 9 … 28 Next →

Fundamentalis

  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine
  • Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin
  • Cisco is Fine Post Earnings: Cisco and IBM Might be the “Anti-AI” Tech Stocks

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis