Brian Gilmartin’s Earnings Diary

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briang

November 10, 2024 - 4:11 PM

Nordstrom looks like it reported a decent quarter, but looks to have guided down for q4, much the same way Macy's did. Havent run through all of the numbers. will be back with a summary a bit later.

briang

November 10, 2024 - 4:33 PM

Nvidia has a nice bottom line (eps) beat tonight, and guides in line for the next quarter, so no bad news. Revenues were in line for the quarter reported. Stock getting a nice pop after hours.

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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.