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Insightful market commentary from a fresh perspective.
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Here is One Important Energy Metric Being Closely Watched

March 30, 2015 Brian Gilmartin Leave a comment

Expected 2015 Energy sector growth rates are a mess if you’ve been reading this blog regularly, although the stocks aren’t…

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Posted in: Crude oil / Energy, Energy sector, XOM

SP 500 Weekly Earnings Update: Industrial Sector Revisions Positive in Q1 ’15

March 27, 2015 Brian Gilmartin Leave a comment

By the numbers: Forward 4-quarter SP 500 earnings estimate: $119.96, versus $119.38 from last week, the first sequential increase in…

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Posted in: Industrials, mu, Sector Earnings Growth Estimates, SNDK, Weekly Earnings Update

How Do Q1 ’15 SP 500 Pre-announcements Compare to 2014, in Particular Q1 ’14

March 26, 2015 Brian Gilmartin Leave a comment

After reading a tweet from someone on my Twitter feed, who thought the market was due for a nasty correction…

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Posted in: Pre-announcement stats

Why Apple Scares the Daylights Out of Me

Brian Gilmartin Leave a comment

For a new client this week, a small weighting of Apple (AAPL) was purchased with the intent to add more…

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Posted in: Apple (AAPL)

More on SP 500 Earnings: “Earnings Weight” vs “Market Cap”

March 22, 2015 Brian Gilmartin Leave a comment

Greg Harrison of Thomson Reuters was kind enough to shoot me T/R’s table of the breakdown in SP 500 sectors,…

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Posted in: Earnings, Earnings Weight vs Market Cap, Energy sector, Financial sector, Financials, Sector Earnings Growth Estimates, Technology

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