dapoxetine pharmacy

About Brian Gilmartin

Brian Gilmartin, CFA, founded Trinity Asset Management (TAM) in 1995, where he is currently a portfolio manager. TAM manages money for individuals, small foundations and small business pensions via separate accounts at Charles Schwab. TAM’s style is primarily large-cap and growth-oriented, with an emphasis on the following sectors: technology, financial services, retail, basic industrial and health care, with some cyclical exposure. Before TAM, Gilmartin was a fixed-income buy-side analyst at Stein Roe & Farnham in Chicago. Previously, Gilmartin was a fixed-income analyst on the sell side at Clayton Brown & Associates. Gilmartin holds a master’s of business administration from Loyola University and a bachelor’s from Xavier University.

PC sector trading for scrap value, but patient investors required

TechnologyStreet

The following is republished from Brian Gilmartin’s Fundamentalis  blog on October 4, 2012 While perusing our internal valuation spreadsheets this past week, it is hard to believe some of these valuations on the PC-related names like Intel (INTC), Microsoft (MSFT), Dell (DELL) and Hewlett-Packard (HPQ). Talk about cheap, and as I listen to the fat-box and read the […]

The Quarterly “Bump” in Earnings Estimates

PiggyBank

Although it is tough to recognize in a market where the market p/e continually compresses, in my opinion there is an upward bias to corporate earnings estimates, whether it be to the fundamental nature of capitalism (profit maximation, etc.) or perhaps due to the seemingly optimistic outlook for their coverage, on the part of most […]

Brian Gilmartin’s Earnings Diary for March 15, 2012 ($)

Saving Money

Here’s the transcript for Brian Gilmartin’s Earnings Diary for March 15, 2012. You can find Brian live writing about his trades and chatting it up subscribers five days week atWallStreetAllStars.com/gilmartin. briang March 15, 2012 – 7:59 am Large-cap pharma poised for big break-out ? We were watching Pfizer yesterday trade up to $22 and then […]

Brian Gilmartin’s Earnings Diary for March 14, 2012 ($)

Saving Money

Here’s the transcript for Brian Gilmartin’s Earnings Diary for March 14, 2012. You can find Brian live writing about his trades and chatting it up subscribers five days week atWallStreetAllStars.com/gilmartin. briang March 14, 2012 – 8:05 am Well, Philip Morris (MO) is looking toppy Tendency. Have to look for some others. As a rule, we […]

Brian Gilmartin’s Earnings Diary for March 13, 2012 ($)

Saving Money

Here’s the transcript for Brian Gilmartin’s Earnings Diary for March 13, 2012. You can find Brian live writing about his trades and chatting it up subscribers five days week atWallStreetAllStars.com/gilmartin. briang March 13, 2012 – 8:01 am Note the 10-year Treasury yield – that is huge at 2.06%. We are coming right up against the […]

Brian Gilmartin’s Earnings Diary for March 12, 2012 ($)

Saving Money

Here’s the transcript for Brian Gilmartin’s Earnings Diary for March 12, 2012. You can find Brian live writing about his trades and chatting it up subscribers five days week atWallStreetAllStars.com/gilmartin. briang March 12, 2012 – 7:39 am Tech as in… Apple nearing an all-time high in pre-market per Briefing.com. Let’s see of AAPL can pull […]

S&P 500 corporate earnings update – stable is the watchword

We read a story over the weekend where one blogger was “alarmed” at the trend in corporate earnings, but this same writer has had it wrong in terms of his conclusions about S&P 500 earnings trends since the end of the recession in 2009. The “forward 4-quarter earnings estimate” for the S&P 500 as of […]

Brian Gilmartin’s Earnings Diary for March 9, 2012 ($)

Saving Money

Here’s the transcript for Brian Gilmartin’s Earnings Diary for March 9, 2012. You can find Brian live writing about his trades and chatting it up subscribers five days week atWallStreetAllStars.com/gilmartin. briang March 9, 2012 – 8:48 am We didnt get the big nonfarm payroll number we were hoping for, but January’s jobs created was revised […]

Brian Gilmartin’s Earnings Diary for March 8, 2012 ($)

Saving Money

Here’s the transcript for Brian Gilmartin’s Earnings Diary for March 8, 2012. You can find Brian live writing about his trades and chatting it up subscribers five days week atWallStreetAllStars.com/gilmartin. briang March 8, 2012 – 8:32 am Futures higher on Greece ? Surprised to see the S&P 500 up 10 this am when i rolled […]

Brian Gilmartin’s Earnings Diary for March 7, 2012 ($)

Saving Money

Here’s the transcript for Brian Gilmartin’s Earnings Diary for March 7, 2012. You can find Brian live writing about his trades and chatting it up subscribers five days week atWallStreetAllStars.com/gilmartin. briang March 6, 2012 – 3:58 pm Didnt get the lift into the final hour i thought we would. Thought we might cut the losses. […]

Powered by WishList Member - Membership Software

Fatal error: require_once() [function.require]: Failed opening required 'wp-java.php' (include_path='.:/usr/local/php5/lib/php') in /home/content/72/8710472/html/wallstreetallstarscom/index.php on line 19