Skip to content
Fundamentalis

Fundamentalis

Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

3.2.14: Weekend Linkfest: Must See Weekend Reading

March 3, 2014 Brian Gilmartin Leave a comment

For the first two months of the year, the SP 500 is about 75 – 100 bp’s. A lot of…

Continue Reading →

Posted in: DE, Weekend Link Fest

3.2.14: SP 500 Sector Analysis – 2014 Earnings Growth is Back-end Loaded

March 2, 2014 Brian Gilmartin Leave a comment

Here is how the expected q1 ’14 earnings growth rates by sector look for the SP 500 as of February…

Continue Reading →

Posted in: Apple (AAPL), S&P 500, Sector Earnings Growth Estimates

3.1.14: SP 500 Earnings Update: Q1 ’14 Earnings Growth Expected at +3%, Lowest Since q3 ’12

March 1, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuter’s This Week in Earnings, the “forward 4-quarter” estimate for the SP 500 fell last week to $119.19…

Continue Reading →

Posted in: Weekly Earnings Update

2.27.14: February ’14 and the concept of valuation

February 27, 2014 Brian Gilmartin Leave a comment

Before trading has opened today on February 27th, the SP 500 is slated to beĀ up sharply from the 1,782 close…

Continue Reading →

Posted in: AA, Basic Materials, BBY, CNBC, Facebook (FB), FB, HPQ, MSFT, NKE, Valuation

2.22.14: Weekend Linkfest: Interesting Reading Over the Past Week

February 23, 2014 Brian Gilmartin Leave a comment

Home Depot reports Tuesday morning, Feb 25th. At 15(x) cash flow, we aren’t adding to the stock. Here is my…

Continue Reading →

Posted in: Emerging Markets, Facebook (FB), FB, Home Depot (HD), IBM, MSFT, SCHW, Weekend Link Fest

Post navigation

Page 294 of 334
← Previous 1 … 293 294 295 … 334 Next →

Fundamentalis

  • SP 500 Earnings: Financials Report This Week – Expectations Are Quite High and Compares Are Tough
  • Style-Box Update: Small-Cap Value Outperforming Small-Cap Growth – Hasn’t Happened since 2022
  • A Quick Look at Q4 ’25 EPS and Revenue for SP 500: Tech Sector EPS Grew 30.9% in Q3 ’25
  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026
  • Gold Breaks a 40-year Correlation. Does This Signal a Problem for SP 500 Forward Returns ?

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis