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Category: Financials

Financial Sector Estimate Revisions Still Show Favorable Trends

February 27, 2017 Brian Gilmartin Leave a comment

Since probably late November, ’16, there has been a plethora of pundits appearing in the mainstream financial media, telling investors…

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Posted in: Earnings estimate revisions, Financial sector, Financials, GS, Inc. (BRK-B), JPM, SCHW, Sector Earnings Growth Estimates

Q4 ’16 Earnings Season: Updating the Sector Calls

January 29, 2017 Brian Gilmartin Leave a comment

Updating this article from the last week of December, 2016 and this article from early, 2017, here is an update…

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Posted in: Apple (AAPL), Basic Materials, Bespoke, CME, Commodities, Consumer Discretionary, Crude oil / Energy, Energy ETF's (XLE, Energy sector, Financials, GS, JPM, MSFT, SCHW, Technology

Which Sectors to Focus on as Q4 ’16 Earnings Season Begins

January 12, 2017 Brian Gilmartin Leave a comment

The top three sectors that are expected to offer strong results with potential “upside surprises” for Q4 ’16: Energy Technology…

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Posted in: Energy ETF's (XLE, Energy sector, Financial sector, Financials, Technology

Nice Bump in “Forward 4-Quarter” SP 500 Earnings Estimate

January 9, 2017 Brian Gilmartin Leave a comment

Moving into January, 2017, here is the Thomson Reuters I/B/E/S data by the numbers: Forward 4-qtr est: $132.73, up from…

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Posted in: Financial sector, Financials, Fwd 4-qtr growth rate (SP 500), GS, JPM, Weekly Earnings Update

Thinking about Asset Allocation in 2017

December 31, 2016 Brian Gilmartin Leave a comment

“With all thy getting, get understanding” (Proverbs 4:7) My first job real job in the investment business was as a…

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Posted in: 2017, 2017 Fiscal Policy, Energy ETF's (XLE, Energy sector, Financial sector, Financials, Forecasts, HYG, Technology, The Fed, Treasuries

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