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

Category: Technology

1.24.15: SP 500 Weekly Earnings Update: Core SP 500 Earnings Growth on Track for High-Single-Digits

January 24, 2015 Brian Gilmartin Leave a comment

At breakfast this morning, while perusing John Butter’s weekly Factset missive on Sp 500 earnings, John noted that the expected…

Continue Reading →

Posted in: AT&T (T), bond proxy, Energy sector, Financial sector, Financials, Technology, VZ, Weekly Earnings Update

12.21.14: Ranking SP 500 Sectors Strongest to Weakest in terms of 2015 Expected Earnings Growth

December 21, 2014 Brian Gilmartin Leave a comment

Looking at the changes in 2015 expected earnings growth by sector since October 1 ’14, and as of December 19…

Continue Reading →

Posted in: Apple (AAPL), AT&T (T), Financial sector, Financials, Industrials, Sector Earnings Growth Estimates, SP 500 forecast(s), Technology

12.20.14: SP 500 Weekly Earnings Update: Energy Sector Earnings Estimates Took Another Hammering This Week

December 20, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuter’s This Week inĀ  Earnings, the forward 4-quarter earnings estimate for the SP 500 fell $0.89 this week…

Continue Reading →

Posted in: Apple (AAPL), Crude oil / Energy, Financials, Technology

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…

Continue Reading →

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

11.30.14: Sector returns for 2014

November 30, 2014 Brian Gilmartin Leave a comment

Since so much of our earnings work is sector-related, here is a quick recap of sector returns for November ’14,…

Continue Reading →

Posted in: Basic Materials, Consumer Discretionary, Consumer Staples, Financial sector, Industrials, Technology

Post navigation

Page 18 of 19
← Previous 1 … 17 18 19 Next →

Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis