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Great Read from Jag Capital

January 17, 2019 Brian Gilmartin Leave a comment

Guys like Jeff Miller at NewArc Capital and Josh Brown are frequently quoted on this blog. Their research is top-notch…

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Posted in: Uncategorized

How Have 2019 EPS Estimates Changed for Top 10 SP 500 Weights ?

January 13, 2019 Brian Gilmartin Leave a comment

This table has been posted a few times in the last 14 weeks, but to save readers the trouble, all…

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Posted in: Uncategorized

Q4 ’18 SP 500 Earnings Begin This Week

Brian Gilmartin Leave a comment

At least 22 large-cap Financials report this coming week and for clients, JP Morgan (JPM) and Charles Schwab (SCHW) are…

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Posted in: Uncategorized

How Have 2019 SP 500 EPS and Revenue Estimates Changed ?

January 8, 2019 Brian Gilmartin Leave a comment

  Here is the change in the 2019 SP 500 “expected” earnings growth by sector the last 7 months. Here…

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Posted in: 2019 SP 500 earnings

Has Apple Cleared the Deck for SP 500 Earnings ?

January 5, 2019 Brian Gilmartin Leave a comment

Q4 ’18 earnings start this week but the week following, January 14th through 18th, is when we see a whole…

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Posted in: Weekly Earnings Update

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Fundamentalis

  • Schwab Expense Discipline Drove the Beat for the Quarter – Fair Value Now $135 per Share
  • International and Emerging Markets Starting to Percolate: 10 and 15 yr Annual Returns Still Modest
  • SP 500 Earnings: Financials Start Q2 ’25 Earnings With a Bang; Expect Another Solid Quarter for SP 500 Earnings
  • Schwab Earnings Preview: Cheap on a PEG Basis, Can Schwab Break-out of this 3-year Consolidation?
  • Netflix Earnings Preview: Margin Guidance Continues to be Revised Higher

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