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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.

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 ...
In 2014 I managed to avoid the Energy sector for clients almost entirely, by owning no Energy (crude oil or natural gas) companies and selling Halliburton (NYSE:HAL) near $70 during the summer of ...
There are a couple of good reasons to be bearish on the S&P 500 right now: 1.) Google (NASDAQ:GOOGL) and Apple (NASDAQ:AAPL) account for $1.2 trillion of the approximate $19 – $20 trillion ...
The surprising aspect to the many Financial stocks that reported Q2 ’15 earnings this past week, is that many beat on revenue, meaning then that actual revenue for the quarter exceeded the ...
My two primary sources of earnings information are Thomson Reuters, “This Week in Earnings” and Factset’s “Earnings Insights”. Greg Harrison of Thomson and John Butters ...
Last weekend, the updated earnings numbers from Thomson Reuters, “This Week in Earnings” were not published: Forward 4-quarter estimate: $125.63, and up from the prior week’s ...
In the movie, “Analyze This” with Billy Crystal (Dr. Ben Sobel, a psychiatrist) and Robert DeNiro (mobster Paul Vidi), there is a scene in a Miami hotel room, where Dr. Ben Sobel is ...
The quarterly bump next week as the calendar rolls into 3rd quarter, 2015, should take the “forward 4-quarter” earnings estimate into the $124 – $125 range. What was unusual about ...
After last Wednesday’s Federal Reserve (FOMC) announcement, the aspect that most impressed me about Janet Yellen’s comments was how “dovish” her commentary was, revising down ...