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Banks and Financials: Can They Get Much Cheaper ?

August 19, 2019 Brian Gilmartin Leave a comment

The Financial sector has been an overweight for some time in client accounts, and it’s hurt performance the last two…

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Posted in: Financial sector, Financials

Are We on the Verge of Another 2008 Market Event ?

August 18, 2019 Brian Gilmartin Leave a comment

Reading the headlines this week around the 800 point drop in the Dow, which was the largest point drop ever…

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Posted in: 2008 Financial Crisis, SP 500 dividend yield, SP 500 free-cash-flow yield

StyleBox Analysis Update: Large-Cap Growth Still in the Lead

August 12, 2019 Brian Gilmartin Leave a comment

  After “value” started out 2019 pretty well, outperforming “growth”, large and mid-cap growth have widened the lead again from…

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Posted in: Style analysis, Uncategorized

Stock Market Sentiment: Can it Get Much Worse ?

August 11, 2019 Brian Gilmartin Leave a comment

Jeff Miller, (www.dashofinsight.com) had a great title to his blog post this weekend “Get Out, Hide Out or Ride it…

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Posted in: Jim Cramer and TheStreet, stock market sentiment, thestreet.com

Taking a Slightly Longer View of SP 500 Earnings

August 9, 2019 Brian Gilmartin Leave a comment

For 2019, the expected growth rate this calendar year for SP 500 earnings is just 2%. That’s pretty low. For…

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Posted in: Weekly Earnings Update

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Fundamentalis

  • SP 500 Earnings Update: SP 500 Earnings Yield Jumps Back Over 5%
  • Nike Earnings Preview: Nike Really Needs to Return to Mid-Single-Digit Revenue Growth
  • SP 500 Earnings Update: SP 500 Forward EPS Estimates Still Seeing Higher Revisions
  • SP 500 Was Due for a Tougher Year in ’26
  • Peak Crude Oil ? Quick Look at SP 500 EPS Data

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