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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', ‘This Week in Earnings” the forward 4-quarter S&P 500 estimate rose to $127.07 last week, from the prior week’s $126.75. The P/E ratio on the forward estimate is now 15.5(x) and ...
You always want to be careful when making blanket statements around any investing topic, but if one studies the math around stock and bond volatility, an easy way to reduce portfolio volatility is to ...
Per Thomson Reuters, the forward 4-quarter estimate for the S&P 500 fell $0.02 this week to $126.75 from last week’s $126.77 The actual S&P 500 index fell 90 bps or a little less than 1%...
Finally got motivated and put this spreadsheet together on recent sector revenue trends within the S&P 500: The Thomson Reuters data can help investors identify – from a top-down perspective – which ...
Despite ANOTHER strong nonfarm payroll report of +288,000 net new jobs created in June, 2014 by the US economy, the U.S. 10-Year Treasury yield couldn’t crack the 2.66% level. There are a number...
Because of the quarterly bump into the July quarter, (and, according to Thomson Reuters), the forward 4-quarter estimate this week rose to $126.77, or $3.80 higher than last week’s $122.97. Here is ...
We’ve occasionally posted this spreadsheet to our blog: FC-eps estimate revisions. It shows upward and downward revisions for all of the publicly-traded companies where estimates are tracked by ...
Per Thomson Reuters, the “forward 4-quarter” estimate of the S&P 500 fell last week to $122.97 from the prior week’s $123.04. The P/E ratio on the forward estimate using Friday’s S&P 500 close is ...
Click on this link from Bespoke to see all the various returns by asset class for year-to-date, 2014. It would have been helpful to get the data as of Monday night, but as the old saying goes, it is ...
We were fortunate to be invited to a BlackRock “Alts” conference in Chicago last week, presumably the group was in town for the Morningstar throw-down. Mark Peterson, BlackRock’s ...