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Insightful market commentary from a fresh perspective.
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Why Such Little P.E Expansion With This Market Rally ?

August 2, 2015 Brian Gilmartin Leave a comment

Perhaps the headline question was phrased incorrectly: maybe a better way to ask the question to investors is, “Is there…

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Posted in: Apple (AAPL), PE expansion / contraction

Weekly Earnings Update: Is the SP 500 in the Process of Topping ?

August 1, 2015 Brian Gilmartin Leave a comment

Each week, clients are emailed a”stat of the week” or “chart of the week”, or “graph of the week”. This…

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Posted in: Factset, Factset earnings data, SP 500 200-day moving average, stock market sentiment

SP 500 Earnings: Ex-Energy, Ex-Apple, Q2 ’15 Earnings Have Grown +7.6%

July 31, 2015 Brian Gilmartin Leave a comment

Trinity will have the Weekly Earnings Update as usual on Saturday, August 1, 2015, but after talking to Thomson Reuters…

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Posted in: S&P 500

The Energy Sector: Bottoming or “Lower for Longer” ?

July 26, 2015 Brian Gilmartin Leave a comment

Since last September, ’14, the Energy sector has gotten crushed, and basic commodities have followed. When this blog post was…

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Posted in: Crude oil / Energy, CVX, Energy sector, HAL, SLB, Uncategorized, XOM

Weekly Earnings Update: Performance Differential between Growth and Value Continues

July 25, 2015 Brian Gilmartin Leave a comment

The most striking aspect to the SP 500 since July 1 is the performance differential between “Growth” and “Value” within…

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Posted in: Amazon, Apple (AAPL), Basic Materials, Fwd 4-qtr growth rate (SP 500), GOOG, GOOGL, Growth v Value, IBM, MSFT, S&P 500, SP 500 Revenue Growth, Weekly Earnings Update

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