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Author: Brian Gilmartin

11.2.13: SP 500 Earnings Update: Q4 ’13 Earnings Growth will be the Strongest in 2 Years

November 3, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuters, the “forward 4-quarter” estimate on the SP 500 slipped $0.30 last week to $118.24 from $118.54 the week…

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Posted in: AA, Apple (AAPL), Earnings, FCX, Financial sector, Financials, GS, JPM, S&P 500, SCHW, Uncategorized, X

11.1.13: Facebook (FB) – Fundamentally, A Strong 3rd Quarter

November 1, 2013 Brian Gilmartin Leave a comment

  The angst around FB is indicative of the nervousness around the market in general, but we found few flies…

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Posted in: FB

10.26.13: Weekend Reading Worth A Look

October 27, 2013 Brian Gilmartin Leave a comment

In their weekly summary email which hits the inbox late each Friday night, Bespoke noted that all the sectors of the…

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Posted in: Uncategorized

10.26.13: SP 500 Earnings Update: SP 500 Muy Overbought, But Earnings Remain A Very Good Story

October 26, 2013 Brian Gilmartin Leave a comment

According to ThomsonReuters, the “forward 4-quarter” estimate for the SP 500 slipped $0.21 this past week to $118.54, and just…

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Posted in: AA, AGG, Apple (AAPL), Earnings, Financial sector, Financials, X

10.20.13: Weekend Reading You Might Have Missed

October 21, 2013 Brian Gilmartin Leave a comment

While watching “Lincoln” this weekend for the millionth time, I had previously missed a scene where Abe Lincoln is in…

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Posted in: Uncategorized

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Fundamentalis

  • Walmart Earnings Summary: Stock Testing 200-Day Moving Average After Earnings
  • StyleBox Update: The One Surprise is SmallCap Growth and Value Starting to Roll
  • SP 500 Earnings: Don’t Forget About SP 500 Revenue Growth, Maybe a Better Story
  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford
  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends

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