Brian Gilmartin

  • Analysis & Opinion

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

A lot is being packed into this one post. Hope readers enjoy the stats. Two fascinating stats from Bespoke this past week: “Amidst all of the chaos, the 3-day sum of S&P prices’ ...
With 490 of the S&P 500 having reported Q2 ’15 earnings, ex-Energy, according to Factset, S&P 500 earnings rose +5.9%. Thomson Reuters would not give me their data ex-Energy and Apple ...
Interesting stat from Bespoke from this week’s Bespoke Report: the SP 500 closed 4.4 standard deviations below its 50-day moving average on Friday, 8/21/15. Another note from Bernie ...
Factset didn't have the “Weekly Earnings Insight” this week or last, but we still have the Thomson Reuter’s weekly missive, “This Week in Earnings” to run through the ...
The forward 4-quarter estimate this week was $124.28 versus last week’s $124.90 and $125.60 of 5 weeks ago. The P.E ratio on the forward estimate is 16.7(x) vs 16.8(x) last week. The PEG ratio ...
Even the most skeptical of investors would have to say that biotech and Apple (NASDAQ:AAPL) have been two leadership “groups” for quite some time, years in fact. While some might not ...
Perhaps the headline question was phrased incorrectly: maybe a better way to ask the question to investors is: “Is there enough P/E expansion with this S&P 500 rally?” Using the ...
Each week, clients are emailed a”stat of the week” or “chart of the week”, or “graph of the week”. This week, the chart of the week will be shared with this site's ...
Since September, ’14, the Energy sector has gotten crushed and basic commodities have followed. When this post was written in May ’15, the promise to readers was that you would be kept ...
The most striking aspect to the S&P 500 since July 1 is the performance differential between “Growth” and “Value” within the S&P 500 and really, within mid-caps and ...