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

Category: Apple (AAPL)

SP 500 Weekly Earnings Update: SP 500’s Tech and Financial Concentration

November 30, 2015 Brian Gilmartin Leave a comment

Here is our update on the SP 500’s “market cap vs earnings weight” of the 10 SP 500 sectors: FC…

Continue Reading →

Posted in: Amazon, Apple (AAPL), Financial sector, Financials, SP 500 forecast(s), Technology, Weekly Earnings Update

HealthCare Sector: Growth Has Been Healthy, But Will Sector P.E Compress in Presidential Election Year ?

November 23, 2015 Brian Gilmartin Leave a comment

The HealthCare sector has struggled since the August ’15, China-induced, beat down on the major equity indices, which is exactly…

Continue Reading →

Posted in: Apple (AAPL), Biotech, Health Care sector, MRK, PFE

2016 Earnings and Market Outlook: Too Easy to be Bearish

November 19, 2015 Brian Gilmartin Leave a comment

Having been fortunate to write for Jim Cramer’s “TheStreet.com” for about 10 years (I’m fairly sure Jim thought I was…

Continue Reading →

Posted in: Apple (AAPL), Crude oil / Energy, EEM, Emerging Markets, Energy sector, Fwd 4-qtr growth rate (SP 500), GE, Municipal Bond market, Municipal High Yield, WMT

October ’15’s SP 500 Earnings Results: Ex-Energy, SP 500 Earnings Growth 5% – 6% for Q3 ’15

October 31, 2015 Brian Gilmartin Leave a comment

Using Factset’s Weekly Earnings Insight, Ex-Energy, SP 500 earnings are +5% – 6% for Q3 ’15, probably slightly slower than…

Continue Reading →

Posted in: Apple (AAPL), Weekly Earnings Update

2016 Expected Energy Sector Earnings Growth Just 3%

October 24, 2015 Brian Gilmartin Leave a comment

Per Thomson Reuters data this week, with 172 companies having reported Q3 ’15 earnings, the EPS beat rate is strong…

Continue Reading →

Posted in: Apple (AAPL), Consumer Discretionary, Energy sector, Weekly Earnings Update

Post navigation

Page 20 of 27
← Previous 1 … 19 20 21 … 27 Next →

Fundamentalis

  • The HealthCare Sector: A Look at Sector Earnings Trends
  • Bond Market Update and April PCE Data This Coming Week
  • SP 500 Earnings: SP 500 Q2, Q3 ’25 EPS Revisions, and A Look at Apple and United Health’s Revisions
  • Walmart Earnings Summary: Tariffs Not as Critical as Long-Term Flywheel Improvements
  • Cisco Earnings Summary: 5% Free-Cash-Flow Yield is a Big Plus

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis