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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.

Expected 2015 Energy sector growth rates are a mess if you’ve been reading this blog regularly, although the stocks aren’t acting nearly as bad as the numbers. The December ’14 low ...
By the Numbers Forward 4-quarter S&P 500 earnings estimate: $119.96, versus $119.38 from last week, the first sequential increase in the S&P 500’s forward estimate since early January ...
After reading a tweet from someone on my Twitter feed, who thought the market was due for a nasty correction based on the number of excessive pre-announcements from SP 500 components, I decided to ...
For a new client this week, a small weighting of Apple (NASDAQ:AAPL) was purchased with the intent to add more if the stock tests the previous early December ’14 high of $119.75. However, the ...
Greg Harrison of Thomson Reuters was kind enough to shoot me T/R’s table of the breakdown in S&P 500 sectors, as delineated by earnings weight versus a sector’s market ...
Forward 4-quarter estimate: $119.38, down $0.40 from last week P/E ratio: 17(x) PEG ratio: 21.63(x) – Yowzers! The dollar and Energy revisions have crushed the forward estimate Earnings yield: ...
After forgetting to put the weekly earnings metrics into the Weekly Update over the weekend, here are the weekly metrics and some additional thoughts: Forward 4-quarter estimate: $119.78, down ...
The Thomson Reuters earnings data I track on an Excel spreadsheet goes back a long way, back to the year 2000, and there are very few periods that are negative, in terms of year-over-year (y/y) ...
Happy 6th birthday to bull market born on March 9th, 2009. The goal in today’s post is to look at revenue growth by sector for the S&P 500 and compare and contrast Thomson Reuters data with ...
Factset’s Earnings Insight, overseen by John Butters, who was responsible for Thomson Reuters, “This Week in Earnings” (TWIE) every week, prior to moving over to Factset, had an ...