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Author: Brian Gilmartin

3.2.14: Weekend Linkfest: Must See Weekend Reading

March 3, 2014 Brian Gilmartin Leave a comment

For the first two months of the year, the SP 500 is about 75 – 100 bp’s. A lot of…

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Posted in: DE, Weekend Link Fest

3.2.14: SP 500 Sector Analysis – 2014 Earnings Growth is Back-end Loaded

March 2, 2014 Brian Gilmartin Leave a comment

Here is how the expected q1 ’14 earnings growth rates by sector look for the SP 500 as of February…

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Posted in: Apple (AAPL), S&P 500, Sector Earnings Growth Estimates

3.1.14: SP 500 Earnings Update: Q1 ’14 Earnings Growth Expected at +3%, Lowest Since q3 ’12

March 1, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuter’s This Week in Earnings, the “forward 4-quarter” estimate for the SP 500 fell last week to $119.19…

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Posted in: Weekly Earnings Update

2.27.14: February ’14 and the concept of valuation

February 27, 2014 Brian Gilmartin Leave a comment

Before trading has opened today on February 27th, the SP 500 is slated to beĀ up sharply from the 1,782 close…

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Posted in: AA, Basic Materials, BBY, CNBC, Facebook (FB), FB, HPQ, MSFT, NKE, Valuation

2.22.14: Weekend Linkfest: Interesting Reading Over the Past Week

February 23, 2014 Brian Gilmartin Leave a comment

Home Depot reports Tuesday morning, Feb 25th. At 15(x) cash flow, we aren’t adding to the stock. Here is my…

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Posted in: Emerging Markets, Facebook (FB), FB, Home Depot (HD), IBM, MSFT, SCHW, Weekend Link Fest

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  • Micron Technology Earnings Summary: Perspective on the Memory Cycle and Micron’s Business Model Adjustments To It
  • Nike Earnings Preview: Valuation More Reasonable, but EPS / Revenue Estimate Revisions Still Moving Lower

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