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Cash-Repatriation Math on Large-Cap Tech

November 28, 2017 Brian Gilmartin Leave a comment

  With pending passage of tax reform several of the major Tech sector names were looked at to see what…

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Posted in: 2017 Tax reform Filed under: Tax reform

One Big Difference Between the Current Bull Market and the 1990’s

November 27, 2017 Brian Gilmartin Leave a comment

Great article by Josh Brown this Sunday, November 25, 2017. This blog post of last weekend hinted at this, but…

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Posted in: Financial sector, Financials, WMT

SP 500 P.E Expansion / Contraction since 1990

November 26, 2017 Brian Gilmartin Leave a comment

Source: Morningstar / Ibbotson’s Stocks, Bonds, Bills & Inflation Handbook The 30-year bond data needs to be updated and the…

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Posted in: PE expansion / contraction

Growth of “Forward Estimate” Firmly over 10%; First Time in a Long Time

November 24, 2017 Brian Gilmartin Leave a comment

Thomson Reuters data by the numbers: Fwd 4-qtr est:$142.45 vs last week’s $142.30 P.E ratio: 18.3x PEG ratio: 1.7x SP…

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Posted in: Weekly Earnings Update

A Primer on the SP 500 Earnings Yield – What’s it Telling Investors Today ?

November 23, 2017 Brian Gilmartin Leave a comment

CNBC’s Melissa Lee did one of the many CNBC “panel -of-experts” interviews in the last few weeks, (not on the…

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Posted in: 10-year Treasury yield, SP 500 Earnings Yield

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