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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 8

The new buzz in the year-end prediction drill for advisors is to “not predict” which is one way to stand out from the crowd. The other well-worn stat is that we typically see many...
The spreadsheet is internal and draws a comparison of the Top 5 Tech names in the S&P 500 versus the 1990’s growth giants or what is called today, “value” Technology. The big 5 are still within their...
A discussion with a reader prompted me to take a closer look at the trends in “expected” sector growth rates for the S&P 500 for 2021. First, here is the trend in the calendar year 2021 S&P 500...
The addition of Tesla (NASDAQ:TSLA) (TSLA this past week to the S&P 500 index has lowered S&P 500 estimates and raised the benchmark’s P/E, all of which was eloquently explained by David Aurelio of...
With the news Friday night about the Fed allowing share repurchases by banks again, a possible fiscal stimulus agreement being reached yesterday, Sunday, December 20th, 2020 and a Barron’s...
Even looking hard at 2021 data for changes in growth rates and quarterly estimates, there is still little evidence that the “rate of change” of S&P 500 EPS is poised for problems. But – like the old...
Fed-Ex (NYSE:FDX) reports their fiscal 2nd quarter, 2021, Thursday afternoon, December 17th, 2020, after the closing bell. Since FDX is an industrial stock and has had a monster rally from near $125...
On March 20th, 2020, the iShares iBoxx $ High Yield Corporate Bond ETF (NYSE:HYG) was down 18.11% YTD, after COVID-19 started spreading globally and the stock and credit markets started becoming...
In the weekly “This Week in Earnings” Refinitiv publishes expected, full-year, growth rates for next year on a weekly basis. As of the end of November, IBES data by Refinitiv is expecting...
The weekly S&P 500 earnings update will be out shortly, but after dropping the current numbers from Refinitiv into the spreadsheet tonight, there doesn’t seem to be much change to the earnings...