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Category: Financials

Forward SP 500 Earnings Look Very Good

August 4, 2017 Brian Gilmartin Leave a comment

Let’s run through the weekly earnings data from Thomson Reuters I/B/E/S: Forward 4-quarter estimate: $138.42 P.E ratio: 17.9(x) PEG ratio:…

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Posted in: Apple (AAPL), Financial sector, Financials, Weekly Earnings Update

Q2 ’17 SP 500 Earnings Season Begins

July 23, 2017 Brian Gilmartin Leave a comment

In terms of the technicals, the Technology sector is way overbought. The Energy and Telco sectors are way oversold. There…

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Posted in: Financial sector, Financials, Technology, Weekly Earnings Update

Should We Be Worried about Technology and the Nasdaq Here ?

July 4, 2017 Brian Gilmartin Leave a comment

Lots of angst around the QQQ’s and the “head-and-shoulders” that looks to be in place (according to some technicians). The…

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Posted in: Apple (AAPL), Financial sector, Financials, QQQ, Technology

Financial Sector (Part II) – Buying Opportunity or Time to Underweight ?

May 31, 2017 Brian Gilmartin Leave a comment

As this blog post is being written on Wednesday afternoon, May 31 ’17, the Financial sector has given up all…

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Posted in: BAC, Berkshire Hathaway, Financial sector, Financials, GS, JPM

The Financial Sector (part I): Revenue Growth Averaged just 1.5% from Q1 ’13 to Q4 ’16

May 29, 2017 Brian Gilmartin Leave a comment

The Financial sector has traded quite punk since March 1, 2017, the day after President Trump’s address to the joint…

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Posted in: Financial sector, Financials

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Fundamentalis

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  • Walmart Earnings Summary: Stock Testing 200-Day Moving Average After Earnings
  • StyleBox Update: The One Surprise is SmallCap Growth and Value Starting to Roll
  • SP 500 Earnings: Don’t Forget About SP 500 Revenue Growth, Maybe a Better Story

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