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Author: Brian Gilmartin

11.7.18: Fed-Ex’s (FDX) Recent Share Repo Plan And A Walk Through Cash-flow

November 8, 2013 Brian Gilmartin Leave a comment

Fed-Ex Corp. (FDX), the birth mother of the overnight shipping business, and a company that is now a part of American…

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Posted in: FDX

11.3.13: Weekend Reading Worth a Look

November 3, 2013 Brian Gilmartin Leave a comment

JPM’s US Equity and Earnings Insights: We should have had this on the weekend earnings update, published yesterday, but Joe…

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Posted in: BBY, interest rates, S&P 500, Uncategorized

11.2.13: SP 500 Earnings Update: Q4 ’13 Earnings Growth will be the Strongest in 2 Years

Brian Gilmartin Leave a comment

Per ThomsonReuters, the “forward 4-quarter” estimate on the SP 500 slipped $0.30 last week to $118.24 from $118.54 the week…

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Posted in: AA, Apple (AAPL), Earnings, FCX, Financial sector, Financials, GS, JPM, S&P 500, SCHW, Uncategorized, X

11.1.13: Facebook (FB) – Fundamentally, A Strong 3rd Quarter

November 1, 2013 Brian Gilmartin Leave a comment

  The angst around FB is indicative of the nervousness around the market in general, but we found few flies…

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Posted in: FB

10.26.13: Weekend Reading Worth A Look

October 27, 2013 Brian Gilmartin Leave a comment

In their weekly summary email which hits the inbox late each Friday night, Bespoke noted that all the sectors of the…

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Posted in: Uncategorized

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Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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