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Author: Brian Gilmartin

3.29.14: SP 500 Earnings Update: Expect +3% to +5% SP earnings growth in q1 ’14

March 29, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuter’s This Week in Earnings, the “forward 4-quarter” earnings estimate for the SP 500 fell $0.16 last week…

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Posted in: S&P 500, Weekly Earnings Update

3.28.14: Consumer Discretionary Lagging – What do Sector Earnings Estimates Show ?

March 28, 2014 Brian Gilmartin Leave a comment

Consumer Discretionary has long been a market leadership sector, representing about 12% of the SP 500 by market cap. The…

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Posted in: Consumer Discretionary, Sector Earnings Growth Estimates, WFM

3.23.14: Weekend Linkfest

March 23, 2014 Brian Gilmartin Leave a comment

Strange action in the markets last week, with Chairwoman Yellen being accused of a “gaffe” by some of the financial…

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Posted in: AMGN, Apple (AAPL), IBM, ISRG, Weekend Link Fest, X

3.22.14: SP 500 Earnings Update: Q1 ’14 Should Be Low-Water Point for Year

March 22, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuters, “This Week in Earnings” the forward 4-quarter estimate for the SP 500 fell $0.08 last week to…

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Posted in: S&P 500, Uncategorized, Weekly Earnings Update

3.21.14: Good Week for PC stocks – Note Our Late 2012 Call

March 21, 2014 Brian Gilmartin Leave a comment

PC stocks had a great week: Hewlett-Packard, (HPQ) broke through $31, Microsoft (MSFT) broke above $40, and Intel (INTC) is…

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Posted in: Uncategorized

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Fundamentalis

  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week
  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC
  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth
  • Market Breadth Perspective and Avoid Nike After the Guidedown
  • 10-year Treasury Note Greatly Oversold on Eve of September Nonfarm Payroll Report

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