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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 7

In the Friday night, Jan. 29, Weekly Earnings Update, Jim “Revshark” Deporre was quoted. Rev shared a Tweet from data analytics company noting unrealized gains and losses at hedge funds currently, and...
Tech earnings this week from Microsoft (NASDAQ:MSFT), Apple (NASDAQ:AAPL) and Facebook (NASDAQ:FB), were all strong beats. But he stock prices after initial jumps after-hours couldn’t hold the...
In a word, “no.” Just look at Financials after their mostly “upside surprise” EPS beat rates. Here is the latest week’s spreadsheet on EPS revisions within the Financial sector: Check the improvement...
With Apple (NASDAQ:AAPL) and Microsoft (NASDAQ:MSFT) reporting their December quarter on Tuesday, January 26th, 2021, representing roughly 12% of the S&P 500 by market cap, when the big dogs bark,...
The real question is, will the Street low-ball 2021 with guidance emanating from Q4 ’20 earnings releases the next few weeks ? Looking at the IBES by Refinitiv data, here are the 11 S&P 500 sectors...
In the S&P 500 Earnings Update from this weekend, while talking about Financial stocks reporting this week, a few important tables and charts were left off: This table from JP Morgan’s latest “Guide...
The sector had a monster 4th quarter of 2020. Here’s is one chart from YCharts on the Q4 ’20 performance of two Financials reporting this coming week, both of which are owned by clients. Schwab...
In the study we did of S&P 500 returns for the last decade, the 20 years and since 1990, the NASDAQ was omitted, so just out curiosity, and thanks to a comment Michael Santoli of CNBC made late last...
The catch-up in mid-cap and small-cap was dramatic in Q4 ’20 per the above numbers, but despite “value” doing better, it hasn’t yet really narrowed the gap between it and growth yet. Large cap growth...
With 499 of the S&P 500 having reported Q3 ’20 financial results, year-over-year “growth” (or declines rather) for the S&P 500 was -6% for EPS and -0.9% on revenue. If we look back at the expected...