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Author: Brian Gilmartin

SP 500 Earnings: Early Look at the 2014 Estimate and Valuation for SP 500

October 1, 2013 Brian Gilmartin Leave a comment

If you listen to most commentary around SP 500 earnings, it is usally negative (for good reason) particularly since mid-2012,…

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Posted in: Earnings, S&P 500

9.30.13: SP 500 Earnings Estimate Revisions – Dollar Estimate Getting Less Negative

Brian Gilmartin Leave a comment

John Butters of Factset noticed something that we picked up in our earnings data over the weekend, but since John…

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Posted in: Earnings, Earnings estimate revisions, S&P 500

9.28.13 SP 500 Earnings Update: The Sentiment Shifts in This Bull Market Remain its Most Compelling Trait

September 29, 2013 Brian Gilmartin Leave a comment

Reflection of the week: when they shovel dirt on top of me, (hopefully not anytime soon), I want to go…

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Posted in: AA, BAC, Bond Funds, Bond Market(s), bond proxy, CNBC, Earnings, FCX, Financial sector, Financials, HYD, HYG, IEF, interest rates, MUB, Municipal Bond market, S&P 500, TBF - inverse Treasury, TLT, X

9.21.13: SP 500 Earnings Update: 2014 Estimated Earnings Growth Getting Interesting

September 22, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuter’s “This Week in Earnings”, the forward 4-quarter estimate for the SP 500 rose $0.17 last week to $115.88…

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Posted in: Bond Market(s), Earnings, FDX, HPQ, MUB, Municipal Bond market

9.19.13: Fed-Ex Earnings – Express volumes and Cost Cuts Start to Bear Fruit

September 19, 2013 Brian Gilmartin Leave a comment

Lost in the Fed and the taper news yesterday, was the Fedex Corporation (FDX) fiscal q1 ’14 earnings report which…

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Posted in: FDX

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  • JPMorgan, CitiBank Earnings Previews: Share Repurchases and Capital Return Are Probably Under-Appreciated
  • SP 500 Earnings: Quarterly Bump, 4th Year in a Row of +10% Returns, SP 500 Earnings Yield
  • Thinking About the 60% / 40% Balanced Portfolio – “Average, Annual” Bond Returns

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