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Category: CSCO

8.9.14: Surveying the Blog and Twittersphere – Articles We Found Interesting

August 10, 2014 Brian Gilmartin Leave a comment

We haven’t done a Linkfest in a while. Tadas Viskanta’s “Abnormal Returns” is the gold standard amongst the blog distributor’s,…

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Posted in: CSCO, HYD, HYG, Municipal High Yield, Retail, Taxable High Yield, Weekend Link Fest, WMT

7.25.14: Is the Summer Correction Here ? Large-Cap vs Small-Cap Relative Value

July 25, 2014 Brian Gilmartin Leave a comment

It is late Friday night, after the market has closed and I’m awaiting the Thomson Reuters data for the Weekly…

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Posted in: Biotech, CSCO, GE, GS, Morningstar data, Russell 2000, S&P 500, Valuation

12.14.13: SP 500 Earnings Update: A Bet Against SP 500 Earnings in 2014, Will Be the Wrong Bet

December 14, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuter’s “This Week in Earnings”, the forward 4-quarter estimate for the SP 500 rose $0.03 this week to $117.84,…

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Posted in: CNBC, CSCO, Earnings, Earnings estimate revisions, Fed Model, Fwd 4-qtr growth rate (SP 500), interest rates, S&P 500, SP 500 forecast(s), Weekly Earnings Update

5.18.13: SP 500 Earnings Update: SP 500 P.E Ratio now Expanding – Highest Since 2009 – Return of Global Growth ?

May 19, 2013 Brian Gilmartin Leave a comment

We have our first CNBC appearance on Monday morning, May 20th at 9:15 am central time (approximately). We’ll be talking…

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Posted in: CSCO, Earnings, Eurozone Crisis, S&P 500, SCHW, TBF - inverse Treasury, thestreet.com, WMT

5.16.13: Cisco’s breakout on weekly chart

May 16, 2013 Brian Gilmartin Leave a comment

  Today’s chart and fundamental comment is an update of our March 7th post on Cisco (CSCO). Last night and…

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Posted in: CSCO

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Fundamentalis

  • SP 500 Weekly Earnings Update: Higher Forward Revisions Thanks to Financials
  • Big Week for Financial Sector Earnings Reports: Here’s a Quick Preview of a Few Names
  • SP 500 Weekly Earnings Update: Forward Estimate now $183. Average 2020/2021 Together to Get Read on Growth Rates.
  • Style Box Update / Scary Stats / Top 10 Holdings as of 3/31/21
  • SP 500 Weekly Earnings Update: New “Forward 4-Qtr Estimate” is $180 (ish)

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