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Author: Brian Gilmartin

2.15.14: SP 500 Earnings Update: Q4 ’13 Very Strong, Not Much Change Otherwise

February 15, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuters, the “forward 4-quarter” EPS estimate for the SP 500 slipped $0.25 this past week to $119.33 versus…

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Posted in: Weekly Earnings Update

2.9.14: Weekend Linkfest – “Is Correction Over ?” Remains the Big Question

February 9, 2014 Brian Gilmartin Leave a comment

We were a bit disappointed in the Twitter (TWTR) quarterly earnings release this week, or rather the stock’s reaction to…

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Posted in: AA, Apple (AAPL), Basic Materials, Bond Market(s), FCX, MEN, MRK, Municipal Bond market, PFE, PG, Uncategorized, Weekend Link Fest

2.8.14: SP 500 Earnings: Q4 ’13 Earnings Growth Strongest since q3 ’11

February 8, 2014 Brian Gilmartin Leave a comment

Per ThomsonReuter’s This Week in Earnings, the forward 4-quarter EPS estimate for the SP 500, slid $0.22 last week to…

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Posted in: Earnings, Sector Earnings Growth Estimates, Weekly Earnings Update

2.2.14: Weekend LinkFest: Is the 2-Year Presidential Cycle, Right Analog for this 2014 Stock Market ?

February 2, 2014 Brian Gilmartin Leave a comment

With the SP 500 down 3% in January ’14, and as January is thought of as the January Barometer, and…

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Posted in: AA, AGG, Basic Materials, DE, HYG, IBM, ISRG, Weekend Link Fest, X

2.1.14: SP 500 Earnings: Q4 ’13 Earnings Growth is Strong, 2014 Remains Constant near 10%

February 1, 2014 Brian Gilmartin Leave a comment

Per ThomsonReuter’s “This Week in Earnings”, the forward 4-quarter EPS estimate for the SP 500 estimate fell $0.52 last week…

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Posted in: AA, Basic Materials, Earnings, Facebook (FB), FB, FCX, Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update, X

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Fundamentalis

  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026
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  • 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

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