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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.

Looking at the changes in 2015 expected earnings growth by sector since October 1 ’14, and as of December 19 ’14: 1.) Financials: +17.6%, +16.7% ( a slight increase in the last 11 weeks, ...
Per Thomson Reuter’s This Week in Earnings, the forward 4-quarter earnings estimate for the S&P 500 fell $0.89 this week to $123.48, versus last week’s $124.37. The P/E ratio on the ...
Per Thomson Reuter’s This Week in Earnings, the “forward 4-quarter” estimate fell this week to $124.37 from last week’s $125.36. The p.e ratio on the forward estimate is now ...
AT&T (NYSE:T) fell 3% Tuesday on nearly 3(x) average volume after Verizon (NYSE:VZ) warned about increased churn and margin pressure in its wireless business, which saw VZ fall 4% on nearly ...
Per ThomsonReuter’s “This Week in Earnings”, the “forward 4-quarter” estimate for the SP 500 fell to $125.36, from last week’s to $126.15. The Data: P.E Ratio: ...
Since so much of our earnings work is sector-related, here is a quick recap of sector returns for November ’14, both from the S&P 500 perspective and the SPDR perspective: (The first column ...
Per ThomsonReuter’s “This Week in Earnings”, the “forward, 4-quarter” earnings estimate for the S&P 500, fell to $126.15, from last week’s $126.48. The p.e ...
There is much to be thankful for with the S&P 500 +14% YTD. Crude oil is falling $5 or 6.5% as this is being written on Thanksgiving Day, based on OPEC’s announcement that they won't be restraining ...
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 ...