We have updated our privacy policy and terms & conditions. Find out more here.
0
 

Brian Gilmartin

  • Analysis & Opinion

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

With 439 of the S&P 500 having reported Q4 ’14 earnings per Thomson Reuters, basically 2014 EPS numbers are in the books. One interesting stat that caught my eye, that might give regular ...
With Wal-Mart’s (NYSE:WMT) quarterly earnings report this past week, it is thought the “official” Q4 ’14 earnings season is now concluded. With retail being the prime sector ...
Per Thomson Reuters, with 391 of the S&P 500 having reported Q4 ’14 earnings so far, The year-over-year growth in Q4 ’14 S&P earnings is +6.6%, thus with the 20% y/y drag from the ...
The equity market bears have now recently become S&P 500 earnings bears, and to be frank, at least in terms of Q4 ’14 data, S&P 500 earnings are very strong, in my opinion. By the ...
According to ThomsonReuters, “This Week in Earnings”, the forward, 4-quarter” earnings estimate for the S&P 500 slipped to $121.99, down from last week’s $123.49. By the ...
At breakfast this morning, while perusing John Butter’s weekly Factset missive on S&P 500 earnings, John noted that the expected Q4 ’14 earnings growth rate for the key benchmark is ...
Here is the trend in the S&P 500’s expected, full-year, 2015 sector earnings growth over three time-frames: Column 1 is as of Friday, January 16th, 2015; Column 2 is as of January 1, 2015; ...
The change in expected earnings growth for the Energy sector has been brutal. FCEnergyRtofChange. Readers can quickly see how the Q4 ’15 compare gets much easier given the drop in crude ...
We will get to the heart of the matter of the blog post today, and note that, despite the sturm and drang around earnings this past week, Greg Harrison of Thomson Reuters notes in the weekly ...
Per ThomsonReuter’s This Week in Earnings, Q4 ’14, S&P 500 earnings—which start getting reported this Monday, January 12th, 2015 with Alcoa's (NYSE:AA) report after the ...