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Author: Brian Gilmartin

9.28.13 SP 500 Earnings Update: The Sentiment Shifts in This Bull Market Remain its Most Compelling Trait

September 29, 2013 Brian Gilmartin Leave a comment

Reflection of the week: when they shovel dirt on top of me, (hopefully not anytime soon), I want to go…

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Posted in: AA, BAC, Bond Funds, Bond Market(s), bond proxy, CNBC, Earnings, FCX, Financial sector, Financials, HYD, HYG, IEF, interest rates, MUB, Municipal Bond market, S&P 500, TBF - inverse Treasury, TLT, X

9.21.13: SP 500 Earnings Update: 2014 Estimated Earnings Growth Getting Interesting

September 22, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuter’s “This Week in Earnings”, the forward 4-quarter estimate for the SP 500 rose $0.17 last week to $115.88…

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Posted in: Bond Market(s), Earnings, FDX, HPQ, MUB, Municipal Bond market

9.19.13: Fed-Ex Earnings – Express volumes and Cost Cuts Start to Bear Fruit

September 19, 2013 Brian Gilmartin Leave a comment

Lost in the Fed and the taper news yesterday, was the Fedex Corporation (FDX) fiscal q1 ’14 earnings report which…

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Posted in: FDX

9.17.13: Interesting Semiconductor Charts – Bullish

September 17, 2013 Brian Gilmartin Leave a comment

We will lead off with the 2nd chart first which is Intel (INTC), perfectly coiled to move higher off its…

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Posted in: INTC, KLIC

9.14.13: SP 500 earnings update: Ignore Taper concerns – “Forward 4-quarter” Growth Rate Hits Highest Level Since Q1 ’12

September 14, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuter’s This Week in Earnings, the “forward 4-quarter” earnings estimate for the SP 500 rose $0.02 this week to $115.71.…

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Posted in: AA, BAC, CME, Consumer Staples, Earnings, FDX, Financial sector, GS, ORCL, PG, S&P 500, SCHW

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Fundamentalis

  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine
  • Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin
  • Cisco is Fine Post Earnings: Cisco and IBM Might be the “Anti-AI” Tech Stocks
  • Cisco Earnings Preview: Stock Price Nearing It’s April, 2000, All-Time-High

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