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Buffett’s Genius, Tim Cook and Apple, Top 10 Holdings, Probabilities for an SP 500 Correction

January 5, 2020 Brian Gilmartin Leave a comment

When you finally realize you’re really, really, old:  Moved out of Chicago in 2019, to the western suburbs, near where…

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Posted in: Apple (AAPL), SP 500 corrections, Top 10 Client Holdings, Warren Buffett

SP 500 Earnings Update: Quarterly Bump in Forward Estimate

January 4, 2020 Brian Gilmartin Leave a comment

The new “forward 4-quarter” estimate as we roll into the new January ’20 quarter is $176.74 versus last week’s $171.15.…

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Posted in: Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update

Updating SP 500 2020 EPS Growth Rates by Sector

January 2, 2020 Brian Gilmartin Leave a comment

(Source: IBES by Refinitiv) This table was sent out to readers on December 1 (here) and once in November ’19…

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Posted in: 2020 SP 500 Earnings data

SP 500 Earnings Update: SP 500 Earnings Yield at Post-2008 Low ?

December 28, 2019 Brian Gilmartin Leave a comment

In prepping to write this weekly update, the SP 500’s “forward earnings yield” at 5.28% is as low as I’ve…

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Posted in: SP 500 Earnings Yield, Weekly Earnings Update

SP 500 Earnings Update: Stay the Course

December 21, 2019 Brian Gilmartin Leave a comment

  The “forward 4-quarter estimate” in terms of it’s 1-year change % or y/y growth, looks to have bottomed on…

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Posted in: Weekly Earnings Update

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