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Author: Brian Gilmartin

10.4.13: A Quick Look at Hewlett-Packard (HPQ)

October 4, 2013 Brian Gilmartin Leave a comment

We will be out with our Weekend Earnings Update tomorrow, Saturday, 10/5/13, but we wanted to put up a quick…

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Posted in: HPQ

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

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Fundamentalis

  • 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
  • Key Economic Data This Week and the Treasury 10-Year Yield Bias Still Higher
  • Nike Earnings Preview: The Only Bullish Aspect to Nike’s Stock is the Extreme Bearishness

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