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Brian Gilmartin, CFA  

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AA, AAPL, AMAT, AMGN, AMZN, BA, BBBY, BTU, CAT, CME, COH, COST, CSCO, CVS, CVX, DE, F, FB, FCX, FDX, GE, GM, GOOG, GOOGL, GS, HD, HON, HPQ, IBM, ICE, INTC, JCP, JNJ, JPM, KO, LEN, LOW, M, MA, MAS, MCO, MRK, MS, MSFT, MU, NKE, ORCL, PFE, PG, SBUX, SCHW, SLB, SNDK, SPY, T, TIF, TOL, TWTR, TXN, UA, V, VZ, WBA, WFC, WFM, WMT, X, XLF, XOM
  • U.S. Steel Earnings Preview: 2015 Estimates Coming Down Rapidly
    Mon, Jan. 26 X 15 Comments
  • S&P 500 Weekly Earnings Update: Core S&P 500 Earnings Growth On Track For High-Single-Digits
    Sun, Jan. 25 2 Comments
  • Peabody Energy: Free Cash Flow Yield Of 8.5% May Not Matter
    Sun, Jan. 25 BTU 10 Comments
  • Freeport Earnings Preview: Stock Trading Below Tangible Book Value, But Is The Dividend Sustainable?
    Sun, Jan. 25 FCX 28 Comments
  • Schlumberger Earnings Preview: Just Waiting And Watching Right Now
    Tue, Jan. 13 SLB 18 Comments
  • Toll Earnings Redux/Lennar Earnings Preview: Hombuilders Starting To Find A Bid
    Mon, Jan. 12 LEN Comment!
  • S&P 500 Weekly Earnings Update: 'Ex-Energy' Q4 '14's Expected S&P 500 Earnings Growth Rate Around 7%
    Sun, Jan. 11 SPY, SH, SSO 4 Comments
  • Micron Earnings Redux/Intel Earnings Preview: Muddied Waters For Semis, But Valuations Reasonable
    Fri, Jan. 9 MU 17 Comments
  • Alcoa Earnings Preview: Think Alcoa's Intrinsic Value Low-To-Mid $20's
    Mon, Jan. 5 AA 21 Comments
  • S&P 500 Weekly Earnings Update: Financials My Top Sector Pick For 2015 - Here Is Why
    Sun, Jan. 4 XLF, FAS, FAZ Comment!
  • Micron Earnings Preview: Our Estimate Is That Stock Still 25% Undervalued
    Dec. 31, 2014 MU 37 Comments
  • S&P 500 Weekly Earnings Update: Energy Sector's Downward Revisions Continue Distorting S&P 500 Metrics
    Dec. 28, 2014 XLE, SPY 6 Comments
  • S&P 500 Weekly Earnings Update: Energy Sector Earnings Estimates Took Another Hammering This Week
    Dec. 22, 2014 XLE, XLF, XLU 4 Comments
  • 5th Correction Now In 2014 - PE Expansion Could Get Harder Going Forward
    Dec. 20, 2014 SPY 5 Comments
  • Oracle Earnings Preview: Stop The Options Crack, Increase The Dividend
    Dec. 12, 2014 ORCL 5 Comments
  • Fed-Ex Earnings Preview: As Good As It Gets For Iconic Package Delivery Company ?
    Dec. 12, 2014 FDX 7 Comments
  • Toll Brothers Earnings Preview: One Of Best Companies In Tough Sector
    Dec. 9, 2014 TOL 1 Comment
  • Costco Earnings Preview: Juggernaut Retailer, That Could Return More Capital
    Dec. 9, 2014 COST 3 Comments
  • Sector Returns For November 2014
    Dec. 1, 2014 XLP, XLB, XLE 3 Comments
  • S&P 500 Weekly Earnings Update: Could December See Upside Earnings Surprises From Crude Decline Beneficiaries?
    Nov. 30, 2014 DIA, SPY, QQQ 5 Comments
  • Consensus Looking For 10% S&P 500 Earnings Growth In 2015
    Nov. 28, 2014 SPY, IVE, SH 3 Comments
  • S&P 500 Weekly Earnings Update: Q3 '14 Earnings Were Strong; Q4 '14 Will Also Be Very Healthy (Despite Energy)
    Nov. 24, 2014 SPY, IYH, XLK Comment!
  • Bond Market Update: Municipals Outperformed Corporates Handily In 2014
    Nov. 21, 2014 TBF, NUV, MEN 4 Comments
  • Hewlett-Packard Earnings Preview: 4(X) Cash-Flow (Ex-Cash) Has Us Retaining Our Position
    Nov. 20, 2014 HPQ 3 Comments
  • Intel Investor Day Preview: 2015 Expectations Remain Subdued
    Nov. 19, 2014 INTC 18 Comments
  • Home Depot Earnings Preview: Return Of Capital Story, As Comps Have Improved Nicely
    Nov. 17, 2014 HD Comment!
  • Cisco Earnings Preview: Either Growth Or CEO Change - Something Has To Give
    Nov. 10, 2014 CSCO 22 Comments
  • Wal-Mart Earnings Preview: Will FY '15 Be First Ever Year-Over-Year Earnings Decline For Wal-Mart?
    Nov. 10, 2014 WMT Comment!
  • S&P 500 Weekly Earnings Update: Energy And Basic Material Downward Revisions Exerting Pressure On Forward Estimates
    Nov. 9, 2014 SPY, SH, SSO Comment!
  • Whole Foods Earnings Preview: A Nervous Long, But Still Long
    Nov. 5, 2014 WFM 14 Comments
  • Alcoa's Investor Day November 4th, And Basic Materials Update
    Nov. 3, 2014 AA, BTU, F Comment!
  • S&P 500 Earnings Update: Technology And Industrial Sectors Looking Better, Avoid Energy
    Nov. 2, 2014 SPY, SH, SSO Comment!