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Month: November 2018

Critical Week Ahead – Year-end Rally in Sight ?

November 18, 2018 Brian Gilmartin Leave a comment

This pattern was noted a couple of times in the last week on Twitter so I thought Callum Thomas’s chart…

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Posted in: Technical Analysis, Weekly Earnings Update

GE and Goldman Sachs Might Weigh On This Market

November 17, 2018 Brian Gilmartin Leave a comment

It’s not just the China trade talks, and the Fed’s interest rate hikes that are making investors nervous. Duplicating the…

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Posted in: GE, GS, Weekly Earnings Update

SP 500 Top 10 Weights – How have 2019 EPS Estimates Trended ?

Brian Gilmartin Leave a comment

  The Top 10 weights in the SP 500 which constitute roughly 22% of the SP 500 by market cap…

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Posted in: 2019 SP 500 earnings, Amazon, Apple (AAPL)

Do we see P.E Expansion or P.E Contraction in 2019 ?

November 10, 2018 Brian Gilmartin Leave a comment

A little more discussion on 2019 SP 500 EPS estimates and looking into next year. Staying away from sector estimates…

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Posted in: 2018, 2019 SP 500 earnings, PE expansion / contraction

How have 2019 SP 500 Earnings Growth Estimates Changed ?

November 9, 2018 Brian Gilmartin Leave a comment

WalMart (WMT) officially ends the Q3 ’18 earnings season this week, with their report Thursday morning. Looking ahead to next…

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Posted in: 2019 SP 500 earnings, Weekly Earnings Update

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Fundamentalis

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  • Bond Market Asset Class Returns – Not Great, but Not Shabby Either
  • SP 500 Earnings: Expected Full-year ’26 SP 500 EPS Growth was 15.6% on Jan 1, Now 22.6% as of Friday, May 1
  • Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say
  • SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again

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