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Category: Financial sector

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)

Do Positive EPS and Revenue Revisions Always Mean Higher Stock Prices ?

January 27, 2021 Brian Gilmartin Leave a comment

In a word, “no”. Just look at Financials after their mostly “upside surprise” EPS beat rates. Here is the latest…

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Posted in: Financial sector, Financials

Financials and Emerging Markets: Non-US Return Disparity Worth Noting

January 11, 2021 Brian Gilmartin Leave a comment

In the SP 500 Earnings Update Friday night, while talking about Financial stocks reporting this week, a few important tables…

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Posted in: Emerging Market ETF's (EEM, Emerging Markets, Financial sector, Financials, International (Non-US), Oakmark International

SP 500 Weekly Update: Financials Start Reporting This Week

January 8, 2021 Brian Gilmartin Leave a comment

The sector had a monster 4th quarter of 2020. Here’s is one chart from YCharts on the Q4 ’20 performance…

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Posted in: Financial sector, Financials, JPM, SCHW, Weekly Earnings Update

SP 500 Earnings Update: SP 500 EPS impacted by Tesla inclusion

December 25, 2020 Brian Gilmartin Leave a comment

The addition of Tesla (TSLA this week to the SP 500 index has lowered SP 500 estimates and raised the…

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Posted in: Financial sector, Financials, Weekly Earnings Update

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Fundamentalis

  • SP 500 Earnings: All About Expected Q2 ’26 Results / Like Big Banks, Financials Here
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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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