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Month: December 2013

12.31.13: What We are Thankful for Heading into 2014

December 31, 2013 Brian Gilmartin Leave a comment

Each year, we take time to try and thank those people, either personal or professional, that have helped me become…

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Posted in: Uncategorized

12.30.13: SP 500 Corrections off the March, 2009 market low

December 30, 2013 Brian Gilmartin Leave a comment

We’ll be out with our 2014 thoughts later this week, although we think 2014 could be another decent year for…

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Posted in: SP 500 corrections

12.29.13: SP 500 Sector Earnings Growth Estimates for 2014

Brian Gilmartin Leave a comment

Being big fans of how SP 500 sector earnings growth estimates change over time, particularly as the estimates trend versus…

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Posted in: Sector Earnings Growth Estimates

12.28.13: Is Basic Materials the Sleeper Sector of 2014 ?

December 28, 2013 Brian Gilmartin Leave a comment

We are starting to see a little life in the commodity sector. This weekend (12/28/13), one of my former fellow…

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Posted in: AA, Basic Materials, FCX, X

12.28.13: SP 500 Earnings Update: Expect 10% y/y SP 500 Earnings Growth in q4 ’13 – Best in 2 years

Brian Gilmartin Leave a comment

Per ThomsonReuters, the “forward 4-quarter” SP 500 earnings estimate fell this past week to $116.94 for a $0.71 decline. The…

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Posted in: Weekly Earnings Update

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Fundamentalis

  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought
  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

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