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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.

By the end of this week, we will have heard from about 60% of the S&P 500 in terms of Q1 ’16 financial results. How have expectations changed for Q2 ’16 and for full-year ’16 ...
Last week, we noted the continued increase in the “forward 4-quarter estimate” which was unusual given the typical pattern, and in fact Thomson re-checked the data and found the estimate ...
Doha We’ve already heard a ton about the Doha OPEC meeting and what it could mean for crude oil prices. The expectation for Doha is that there really wont be an agreement to cut production or ...
Thomson Reuters is re-checking the data, but this past week readers of the Thomson Reuters “This Week in Earnings” report will see another increase in the forward 4-quarter estimate, which...
Thomson Reuters S&P 500 Earnings data (by the numbers): Forward 4-quarter estimate increased this week to $124.78 versus last week’s (estimated) $123.50. P.E ratio: 16.4(x) PEG ratio: ...
There are a couple of reasons I think Energy remains the key to this market and the key to 2016 S&P 500 earnings, and why I’m more positive than most: Energy is still a 5%-6% market cap ...
Thomson Reuters earnings data for April 1 ’16 did NOT include the updated “forward 4-quarter earnings estimate” which would be the bottom-up estimate for Q2 ’16 through Q1 ...
Come Thursday, March 31, 2015, Thomson Reuters should publish the final Q4 ’15, bottom-up actual dollar earnings figure for the S&P 500, thus we will know by this coming Thursday night the ...
Lowest Net Profit Margin Projected for S&P 500 since Q4 2012 The above link to Factset’s great discussion on S&P 500 margins, dated March 18, 2016, supports my thesis from March 12, ...
I wanted to post this data from Thomson and Factset, just to show how sector earnings data can be useful and how forward estimates can be impacted by M&A. Here is the spreadsheet detailing the ...