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Author: Brian Gilmartin

1.11.14: Good Weekend Reads from our Favorite Bloggers

January 12, 2014 Brian Gilmartin Leave a comment

Norm Conley (@JAG_Norm), the St. Louis portfolio manager at JAG Capital, notes the outperformance of Industrials in this tweet. Basic Materials…

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Posted in: Weekend Link Fest

1.11.14: SP 500 Earnings Update: We Hear From a Plethora of Financials This Week

January 11, 2014 Brian Gilmartin Leave a comment

Per ThomsonReuter’s This Week in Earnings, the forward 4-quarter estimate slipped $0.03 this week to $120.74. The p.e ratio on…

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Posted in: Financial sector, Financials, GS, JPM, SCHW, Sector Earnings Growth Estimates, SP 500 forecast(s), Weekly Earnings Update

1.7.14: Amgen (AMGN) – Biotech Company at a Crossroads

January 8, 2014 Brian Gilmartin Leave a comment

Biotech’s and AMGN were on fire in 2013, with AMGN up 32% in the calendar year while the Biotech ETF…

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Posted in: AMGN

1.6.14: SP 500 Forecast: A 20% Return on the SP 500 in ’14 is “Doable Math”

January 6, 2014 Brian Gilmartin Leave a comment

Eddy Elfenbein is a great Tweeter under @EddyElfenbein. Follow him and reap the wisdom. One reason I like his Tweets…

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Posted in: SP 500 forecast(s)

1.4.14: Long-term Earnings Growth, SP 500 Returns and Treasury Returns (and our ’14 forecast)

January 5, 2014 Brian Gilmartin Leave a comment

Here is an Excel spreadsheet we prepared using both ThomsonReuters Sp 500 earnings data, and Morningstar Ibbotson data from the Stocks,…

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Posted in: interest rates, SP 500 forecast(s)

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Fundamentalis

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  • Alphabet Earnings Preview: The Big Metrics: Free-Cash-Flow and Capex Guidance
  • IBM Earnings Preview: A Maddening Long Since the Late ’24 Breakout
  • JPMorgan, CitiBank Earnings Previews: Share Repurchases and Capital Return Are Probably Under-Appreciated

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