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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.

Here is a longer look at the annual S&P 500 EPS prints since 2014: 2018: $148.59: or +12% y/y growth (est. per Thomson Reuters I/B/E/S) 2017: $132.65 or +12% expected y/y growth (est. per Thomson ...
The top three sectors that are expected to offer strong results with potential “upside surprises” for Q4 ’16: Energy Technology Financials Energy should have the best ...
Moving into January, 2017, here is the Thomson Reuters I/B/E/S data for the S&P 500 by the numbers: Forward 4-qtr est: $132.73, up from $128.57 last week, and typical with the roll into the new ...
We start the weekly S&P 500 earnings update, with a spreadsheet showing estimate revisions for – well – a long time. When readers open the spreadsheet, quickly look at three separate ...
Here was the forecast for Q3 ’16 at the start of Q4 ’16. Per Thomson Reuters, which is my primary earnings data provider, actual Q3 ’16 earnings grew 4.3%, but ex-Energy, S&P 500...
“With all thy getting, get understanding” (Proverbs 4:7) My first job real job in the investment business was as a municipal credit analyst back in early 1990 for Clayton Brown & ...
Here is our update from this time last year. Growth was clearly winning the “style’ game, with a very slight edge to small-cap growth in 2015. This year, it has been all about Value ...
Click here (Excel spreadsheet) to show the three sectors that have seen upward revisions to forward earnings growth—at a time when the pattern is usually downward—in terms of the direction...
Thomson Reuters data (by the numbers): Forward 4-quarter estimate: $128.55 vs last week’s $128.54 P.E ratio: 17.6(x) PEG ratio: 3.36(x) SP 500 earnings yield: 5.68% vs last week’s ...
Here was the 2016 forecast, calling for 10% and while it looked pretty remote the first 2 months of 2016, the forecast paid off. Here was the 2015 forecast, made in December, ’14 as the Energy ...