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Author: Brian Gilmartin

7.20.13: SP 500 Earnings Update: SP 500 Forward Earnings Estimate at New High / Financial’s Earnings Growth Tremendous

July 20, 2013 Brian Gilmartin Leave a comment

Speaking of Forward Earnings: Great article from Jeff Miller’s A Dash of Insight published yesterday on the importance of “forward…

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Posted in: Earnings, IEF, ISRG, Japan and Nikkei, MSFT, S&P 500, TLT

7.18.13: Intuitive Surgical

July 18, 2013 Brian Gilmartin Leave a comment

  ISRG held their regularly scheduled earnings call tonight and the news continued to be bad. Revenue guidance was cut…

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Posted in: ISRG, Uncategorized

7.17.13: Added Treasury ETF’s for a short-term trade

July 17, 2013 Brian Gilmartin Leave a comment

  Note the two Treasury ETF charts above. We bought both for a sh0rt-term trade today as both the IEF and…

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Posted in: IEF, interest rates, TLT

7.15.13: US Steel (X) – Not for the Faint of Heart

July 15, 2013 Brian Gilmartin Leave a comment

  To continue the thought from our blog update this weekend, there was much hue and cry about technology and…

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Posted in: AA, FCX, X

7.13.13 SP 500 Earnings Update: Watching for an SP 500 Breakout, to Confirm Record SP 500 Forward Earnings Estimate

July 14, 2013 Brian Gilmartin Leave a comment

A quick thanks to CNBC-Asia, Elly Whitaker, and Joanne Wong, for the interview on CNBC-Asia Monday night. We talked Alcoa (AA)…

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Posted in: AA, CAT, CNBC, DE, Earnings, Financials, GE, GOOG, HYG, IBM, INTC, JNK, JPM, 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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