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Category: Top 10 Client Holdings

Buffett’s Genius, Tim Cook and Apple, Top 10 Holdings, Probabilities for an SP 500 Correction

January 5, 2020 Brian Gilmartin Leave a comment

When you finally realize you’re really, really, old:  Moved out of Chicago in 2019, to the western suburbs, near where…

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Posted in: Apple (AAPL), SP 500 corrections, Top 10 Client Holdings, Warren Buffett

How Clients Top Weightings Performed through May 31 ’19

June 6, 2019 Brian Gilmartin Leave a comment

The SP 500 was still up 10.58% as of May 31, even though the month of May was pretty ugly…

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Posted in: Corporate High Yield, HYG, Top 10 Client Holdings

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Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
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  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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