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Brian Gilmartin

  • Analysis & Opinion

Brian Gilmartin's Opinion & Analysis
A complete archive of Brian Gilmartin's articles, including current analysis & opinion.

Per Thomson Reuters, the “forward 4-quarter” estimate this week fell slightly to $126.48 from last week’s $126.64. The metrics as of 11/21/14’s close: S&P 500: ...
We’ve had a tougher year in our balanced and fixed income accounts, mainly because like the 99% of the other money managers in the universe of money management, we thought interest rates would rise ...
Standard & Poor’s made a big announcement in the last few weeks: Real Estate Investment Trusts (REITs) will be broken out as a separate asset class beginning in September, 2015 and will constitute the...
Per Thomson Reuters’ “This Week in Earnings” the forward 4-quarter earnings estimate for the S&P 500 fell this week to $126.64 from last week’s $126.77. P.e ratio: 16(x) PEG ratio: 2.14(x) Earnings ...
We occasionally post an update to S&P 500 revenue growth, which we are doing tonight again here (FCSP500revgro(qtrly)). As you can see S&P 500 revenue growth for q3 ’14 is coming in slightly better ...
Per Thomson Reuters, This Week in Earnings, the forward 4-quarter estimate for the S&P 500 closed this week at $126.77, versus last week’s $127.04. After the 70 bp increase in the S&P ...
Here is the change in Q4 ’14’s expected earnings growth by sector since October 1 ’14. Most of this was on the spreadsheet from this weekend, but not all. (First column is expected growth as of 10/31,...
Aussie and Kiwi plunge Australian dollar and New Zealand dollar opened the Asian session with an approximately 0.50% and 0.20% gap down respectively. The drop came after data during the weekend showed...
In yesterday’s S&P 500 Weekly Earnings Update, I tried to lay out the case for Technology and Industrial’s overweights, while quantifying the drag that the Energy sector was having on S&P 500 forward ...
Per Thomson Reuter’s This Week in Earnings, the forward 4-quarter estimate fell this past week to $127.04 from last week’s $127.54. All metrics as of 10/31/14: S&P 500 close: 2,018.05 P.E ratio: ...