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

Category: 2018

SP 500 Earnings: Forward Revisions Still Negative

August 5, 2022 Brian Gilmartin Leave a comment

Forward EPS estimates were revised lower again this week, revision action that isn’t encouraging. What’s puzzling is that – when…

Continue Reading →

Posted in: 2018, 2019 SP 500 earnings, Weekly Earnings Update

SP 500 Earnings Update: Adjusting for Tax Reform, 2019’s SP 500 EPS Growth is Roughly 8%

November 30, 2019 Brian Gilmartin Leave a comment

Updating the numbers this holiday weekend, the expected 2019 SP 500 estimate today is $162.20 vs 2019’s actual tax-cut-aided $161.93,…

Continue Reading →

Posted in: 2017 Tax reform, 2018, Weekly Earnings Update

SP 500 Weekly Earnings Update: Might be Quiet on Earnings Front till December ’19

November 16, 2019 Brian Gilmartin Leave a comment

Per IBES 461, of the SP 500 have reported their Q3 ’19 results. We continue to lap toughest quarter of…

Continue Reading →

Posted in: 2018, Weekly Earnings Update

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

Do we see P.E Expansion or P.E Contraction in 2019 ?

November 10, 2018 Brian Gilmartin Leave a comment

A little more discussion on 2019 SP 500 EPS estimates and looking into next year. Staying away from sector estimates…

Continue Reading →

Posted in: 2018, 2019 SP 500 earnings, PE expansion / contraction

Post navigation

Page 1 of 4
1 2 … 4 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