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Category: JCP

What SP 500 Earnings Estimates Are Not

December 9, 2017 Brian Gilmartin Leave a comment

Bob Doll, Nuveen’s excellent strategist here in Chicago was on CNBC Wednesday hereĀ and he talked about the SP 500 possibly…

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Posted in: GM, JCP, PE expansion / contraction, Weekly Earnings Update

12.22.13: Weekend Links of Some Gravitas

December 22, 2013 Brian Gilmartin Leave a comment

One of the best tweets of the week, from Josh Brown (naturally) who linked this Harvard study noting that for…

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Posted in: BAC, BBY, Bond Market(s), CME, FCX, Financial sector, Financials, HPQ, HYG, JCP, JNK, Municipal Bond market, Uncategorized, Weekend Link Fest

11.30.13: SP 500 Earnings Update:

November 30, 2013 Brian Gilmartin Leave a comment

The one aspect to our earnings work that might not be readily apparent to readers, is that sometimes there is…

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Posted in: DE, Earnings, Fwd 4-qtr growth rate (SP 500), JCP, S&P 500, Weekly Earnings Update, X

Fundamentalis

  • JPMorgan, CitiBank Earnings Previews: Share Repurchases and Capital Return Are Probably Under-Appreciated
  • SP 500 Earnings: Quarterly Bump, 4th Year in a Row of +10% Returns, SP 500 Earnings Yield
  • Thinking About the 60% / 40% Balanced Portfolio – “Average, Annual” Bond Returns
  • Micron Technology Earnings Summary: Perspective on the Memory Cycle and Micron’s Business Model Adjustments To It
  • Nike Earnings Preview: Valuation More Reasonable, but EPS / Revenue Estimate Revisions Still Moving Lower

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