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Category: Financials

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

Focus on These Sectors for Earnings Momentum into 2017

December 25, 2016 Brian Gilmartin Leave a comment

fc-sectorupwardrev122516 Click on the above Excel spreadsheet to show the three sectors that have seen upward revision to forward earnings…

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Posted in: Apple (AAPL), Energy ETF's (XLE, Energy sector, Financial sector, Financials, mu, Technology

Dodd-Frank and its Impact on Big Bank Revenue

November 20, 2016 Brian Gilmartin Leave a comment

The Financial sector started to rally about a month before the Presidential election, with the results of the November 8th…

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Posted in: Financial sector, Financials

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