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Author: Brian Gilmartin

5.12.14: Commodity Stocks Had a Good day – Some We Own

May 12, 2014 Brian Gilmartin Leave a comment

Alcoa (AA): +4.23% today on average volume Freeport (FCX): +2.89% on average volume Peabody Energy (BTU): +2.41% on 2(x) average…

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Posted in: AA, Basic Materials, Energy sector, FCX, GLD

5.10.14: SP 500 Earnings Update: Q1 ’14 Earnings +5.4%, i.e. Stronger Than Expected

May 10, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuter’s, “This Week in Earnings”, the forward 4-quarter estimate this week, slipped a little from last weeks $123.19…

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Posted in: Apple (AAPL), Earnings, Earnings estimate revisions, Fed Model, Gilead, Sector Earnings Growth Estimates, Weekly Earnings Update

5.6.14: Healthcare Earnings Deep-Dive

May 6, 2014 Brian Gilmartin Leave a comment

Last weekend, in our Weekly Earnings Update here, we noted the strength in SP 500 earnings was coming from Technology…

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Posted in: Biotech sector / earnings, Facebook (FB), Gilead

5.3.14: SP 500 Earnings Update: Positive Earnings Revisions This Week

May 3, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuter’s “This Week in Earnings” the forward 4-quarter estimate for the SP 500 actually increased this week to…

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Posted in: Apple (AAPL), Earnings estimate revisions, Facebook (FB), S&P 500, Sector Earnings Growth Estimates, Weekly Earnings Update

5.2.14: Full-Year 2014 SP 500 Earnings Update – No P.E expansion this year

May 2, 2014 Brian Gilmartin Leave a comment

We are a little late getting this out, but I wanted to see what the SP 500 earnings growth would…

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Posted in: Earnings, Earnings estimate revisions, Uncategorized

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Fundamentalis

  • The 2025 Estimated SP 500 EPS Growth Rate has Improved from +9% in July, ’25 to +14% on Dec 12 ’25
  • Nike Earnings Preview: Expect a Better Quarter, But Elliott’s Still Running a Marathon with a Piano on His Back
  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change
  • Probability Grows for Below-Average Returns in 2026
  • SP 500 Earnings: Forward SP 500 Estimates Still Rising – Oracle Reports This Week

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