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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 - Page 2

This table is from IBES data by Refinitiv’s weekly “This Week in Earnings,” just with a longer perspective. Every single S&P 500 sectors' expected 2021 growth rates are higher since July 2, 2021. The...
Walmart (NYSE:WMT) reports their July ’21 quarter this coming Tuesday morning, which traditionally and unofficially ends the quarterly reporting period. With the summer slowdown, analyst revisions—see...
This spreadsheet is a little “busier” than I’d wanted for readers, but the border areas show full-year returns by “style” (i.e., large-cap growth down to small-cap value, while the middle section is...
According to Refinitiv, the firm (i.e. IBES) that provides the source data for the weekly earnings updates, had a data error during the week of July 30th, 2021, which was used in this post here. It...
This post will be kept short and sweet. Barrons was out this weekend as cautious on the “Big 5.” The numbers—in terms of EPS and revenue revisions—still look good, though. As of Friday, July 30th,...
As a regular writer, I try not to be hyperbolic in terms of the market or earnings, but the forward estimate increases I’m looking at are nothing short of—well—remarkable for the numbers and the...
This week is a big week for mega-cap earnings reports. The “Big 5” or Apple (NASDAQ:AAPL), Microsoft (NASDAQ:MSFT), Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL) and Facebook (NASDAQ:FB) all...
The financial stocks that reported last week have all rebounded as the revisions remain positive for the sector in general, with Schwab (NYSE:SCHW) and JPMorgan (NYSE:JPM) looking the best of the...
My favorite table for a quick look at S&P 500 EPS and revenue revisions across the next 7 quarters. The data still telling a good story. Let’s see if the stock market has something else in mind. The...
The push by the current Administration for a global minimum tax rate is gaining steam, or has gained steam, so, as a number calculated on the valuation spreadsheets for mega-cap Tech holdings, I was...