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What was Done Well (and Not so Well) for Clients in 2018

December 16, 2018 Brian Gilmartin Leave a comment

Here is a quick summary of how client’s were positioned in 2018, and what worked and what didnt: Microsoft (MSFT)…

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Posted in: 1994, 2018, Apple (AAPL), Financial sector, Financials, Uncategorized

SP 500 Earnings Yield Now The Highest Since Jan ’16

December 15, 2018 Brian Gilmartin Leave a comment

The SP 500 is down roughly 10% – 11% from its late September ’18 high and yet market bearishness is…

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Posted in: SP 500 Earnings Yield, Weekly Earnings Update

Updating 2019 Earnings for Top 10 SP 500 Co’s and Top 10 Financial Positions

December 14, 2018 Brian Gilmartin Leave a comment

This was a relevant post by David Templeton of Horan Capital Advisors this week. I thought it was best addressed…

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Posted in: 2019 SP 500 earnings, Financial sector, Financials

Will SP 500 Earnings Roll Over, or Will the SP 500 Rally From Here ?

December 13, 2018 Brian Gilmartin Leave a comment

That is the whole dynamic in one simple sentence. 2019 SP 500 earnings expectations have been expecting slower growth for…

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Posted in: 2019 SP 500 earnings, FDX, Transports

How Have Q4 ’18 EPS and Revenue Estimates Changed This Quarter for the SP 500 ?

December 9, 2018 Brian Gilmartin Leave a comment

Rather than put the summary at the bottom as is usually done, the important observations from the data from both…

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Posted in: Q4 '18 Earnings and Revenue Filed under: 1987 Crash

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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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