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Author: Brian Gilmartin

9.7.13: SP 500 Earnings Update: Filling In Some Earnings-Related Blanks

September 8, 2013 Brian Gilmartin Leave a comment

In 2013, our best call for clients this year was our Facebook (FB) long, which we detailed hereĀ and our best…

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Posted in: Earnings, Facebook (FB), FB, FDX, Financial sector, Financials, HYG, JNK, LEN, S&P 500, TOL, Uncategorized

9.5.13: How Client Fixed-Income Money is Being Managed Today

September 5, 2013 Brian Gilmartin Leave a comment

We first addressed this topic on this blog in early June, 2012, so 15 months later, we thought we’d update…

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Posted in: Uncategorized

8.31.13: SP 500 Earnings Update: Forward Growth Rate Slips a Little – Stay with Financials through Q4 ’13

August 31, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuters, “This Week in Earnings”, the forward 4-quarter earnings estimate for the SP 500 fell $0.15 last week to…

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Posted in: BAC, CME, Consumer Staples, Earnings, Financial sector, Financials, GE, GS, MS, MSFT, SCHW

8.24.13: SP 500 Earnings Update: Forward Growth Rate Increases Once Again

August 25, 2013 Brian Gilmartin Leave a comment

The forward 4-quarter EPS estimate for the SP 500 fell $0.03 this week to $115.86, from last week’s $115.89. The…

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Posted in: Earnings, FCX, Japan and Nikkei, Uncategorized

8.15.13: SP 500 Earnings Update: Ignore Pundits, Forward SP 500 Growth Rate Continues Ascent

August 17, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuters, “This Week in Earnings”, the forward 4-quarter estimate for the SP 500 slipped $0.06 last week to $115.89,…

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Posted in: Earnings, S&P 500, TBF - inverse Treasury

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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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