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

Category: IBM

Weekly Earnings Update: Nice Start to Q2 ’15 Earnings – All Eyes on Apple and Old Tech This Week

July 18, 2015 Brian Gilmartin Leave a comment

The surprising aspect to the many Financial stocks that reported Q2 ’15 earnings this week, is that many beat on…

Continue Reading →

Posted in: Apple (AAPL), Basic Materials, Energy sector, IBM, MSFT, Weekly Earnings Update

SP 500 Weekly Earnings Update: Housing, Retail, and a Few Tech Companies Report This Week

June 20, 2015 Brian Gilmartin Leave a comment

Per Thomson Reuters, the forward 4-quarter earnings estimate rose this week to $122.03, from last week’s $122.01. The P.E ratio…

Continue Reading →

Posted in: Energy sector, FDX, Financial sector, IBM, LEN, NKE, ORCL, Weekly Earnings Update

Weekly Earnings Update: Which Four Sectors Have Stronger Expected Earnings Growth Since April 1 ?

April 19, 2015 Brian Gilmartin Leave a comment

Per Thomson Reuters, “This Week in Earnings” the forward-quarter estimate for the SP 500 this week was $123.49 versus last…

Continue Reading →

Posted in: Amazon, GOOGL, IBM, MSFT, SLB, Weekly Earnings Update Filed under: Amazon

11.2.14: Factset on 4th quarter, 2014, SP 500 Earnings Estimates

November 2, 2014 Brian Gilmartin Leave a comment

In yesterday’s SP 500 Weekly Earnings Update, I tried to lay out the case for Technology and Industrial’s overweights, while…

Continue Reading →

Posted in: Apple (AAPL), Basic Materials, ECA, IBM, TBF - inverse Treasury

10.22.14: Q4 ’14 Earnings: Technology Sector Estimates Moving Higher

October 22, 2014 Brian Gilmartin Leave a comment

We’ll give the Energy sector a break for a few weeks and let the dust settle on the 20% drop…

Continue Reading →

Posted in: Apple (AAPL), IBM, Technology

Post navigation

Page 4 of 7
← Previous 1 … 3 4 5 … 7 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