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🎢 Market Turbulence? These 20 Stocks Boast a Perfect Piotroski Score and 40%+ Upside
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Brian Gilmartin

fundamentalis.com
  • Analysis & Opinion

Brian Gilmartin's Opinion & Analysis
A complete archive of Brian Gilmartin's articles, including current analysis & opinion.

Over the years, one data point I’ve noticed is that many S&P 500 valuation models use a long-run S&P 500 EPS growth metric of 7% to estimate fair value on the benchmark. During the 1980’s...
When Nike (NYSE:NKE) reported their fiscal Q2 ’25 earnings on December 19, ’24, Matt Friend, Nike’s CFO guided the Q3 ’25 quarter to expect a “low-double-digit” drop in revenue and decline in gross...
The S&P 500 earnings yield closed last week at 4.79%, only exceeded by the 4.82% print for the week ended September 6 ’24, and – prior to that – the 4.90% prints in early May ’24. It was January...
Oracle (NYSE:ORCL) reports after the closing bell Monday, March 10th, 2025, with street consensus expecting $1.49 in earnings per share on $14.39 billion in revenue, for expected y-o-y growth of 6%...
S&P 500 Earnings Yield Climbs as Growth Outlook Dims
By Brian Gilmartin - Mar 10, 2025
Excellent chart sourced from Gary Morrow (@garysmorrow on X) showing the S&P 100 or the OEX, reaching it’s most oversold since October, ‘2022, and yet sitting right on longer-term support at the...
With 2 full months of the year completed, the S&P 500 (SPY) is up +1.38% while the Barclay’s Aggregate is +2.76% YTD, leaving a 60% / 40% balanced portfolio up +1.93% YTD as of February 28,...
This simple spreadsheet table tells the story of what’s happening with forward S&P 500 estimates: the 4th quarter, ’24 was a very strong quarter (first two columns). S&P 500 EPS growth for Q4...
Walmart (NYSE:WMT), the retail grocery giant, reports their fiscal Q4 ’25 financial results before the opening bell on February 20, 2025. Consensus expectations for America’s retail giant are for...
There is a lot of focus on the 10-year Treasury yield thanks to comments from President Trump and Treasury Secretary Bessent. Last week, the hotter-than-expected core CPI (+0.4% actual vs +0.3%...
Cisco Systems (NASDAQ:CSCO) reports their fiscal Q2 ’25 results after the closing bell on Wednesday, February 12th, 2025. Analyst consensus is looking for $0.91 in earnings per share on $13.87...