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Category: Top 10 Client Holdings

SP 500 Earnings: Forward Estimate Jumps / The “Inflation vs Recession Risk” Market / Top 10 Holdings

June 3, 2022 Brian Gilmartin Leave a comment

It feels like we are battling the mythical nine-headed hydra, but with three heads, one being inflation, two being recession…

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Posted in: Apple (AAPL), Top 10 Client Holdings, Weekly Earnings Update

SP 500 Earnings Update: Big Banks Report Friday – A Look at the Numbers – Top 10 Holdings as of 12/31/20

January 9, 2022 Brian Gilmartin Leave a comment

As we roll into the new quarter and the new year, the forward 4-quarter estimate transitions from last quarter’s Q4…

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Posted in: BAC, C, JPM, Top 10 Client Holdings, Weekly Earnings Update, WFC Filed under: C

Changes in Q3 ’21 Expected Revenue Growth Rates for the SP 500 / Top 10 Holdings as of 9/30/21

October 2, 2021 Brian Gilmartin Leave a comment

There are 11 sectors in the SP 500. Readers need to see how the expected Q3 ’21 sector revenue growth…

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Posted in: SP 500 Revenue Growth, Top 10 Client Holdings

SP 500 Weekly Earnings Update: Year-over-Year Growth Rates will Start to Slow / Top 10 Positions as of 6/30/21

July 9, 2021 Brian Gilmartin Leave a comment

Briefing.com publishes a list of the coming week’s earnings releases every Friday, and above is next week’s slate of companies…

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Posted in: Top 10 Client Holdings, Weekly Earnings Update

Style Box Update / Scary Stats / Top 10 Holdings as of 3/31/21

April 7, 2021 Brian Gilmartin Leave a comment

Source: internal spreadsheet updated every 6 weeks or 2x a quarter. Value has underperformed Growth since 2016 as readers can…

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Posted in: Financial sector, Financials, Oakmark International, Style analysis, Top 10 Client Holdings, VWO) Filed under: Coinbase (COIN)

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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

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