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Author: Brian Gilmartin

Market/trading update: October 7th, 2012 – S&P 500 earnings at a record; the index is still 7% below March, 2000 highs

October 7, 2012 Brian Gilmartin Leave a comment

* Alcoa (AA), Costco (COST), JP  Morgan (JPM) and Wells Fargo (WFC) report this week, with Alcoa reporting after the…

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Posted in: AA, Earnings, JPM, Uncategorized

Corporate earnings update – Oct. 6th, ’12: Record forward earnings estimate for S&P 500, amidst very low current expectations

October 6, 2012 Brian Gilmartin Leave a comment

Each quarter, as we roll into January, April, July and October, we see a nice bump in the S&P 500…

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Posted in: Earnings, Uncategorized

October 4th, ’12: PC sector trading for scrap value, but patient investors required

October 4, 2012 Brian Gilmartin Leave a comment

While perusing our internal valuation spreadsheets this past week, it is hard to believe some of these valuations on the…

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Posted in: Uncategorized

Market commentary – An Apple (AAPL) a day, keeps underperformance away

September 30, 2012 Brian Gilmartin Leave a comment

We kickoff the 4th quarter, 2012 Monday morning, with the S&P 500 up about 15% year-to-date, much higher than a lot…

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Posted in: Uncategorized

Corporate earnings/market update – Sept. 29th, 2012 – S&P 500 up 6% in q3 ’12. Revival in Financials ?

September 29, 2012 Brian Gilmartin Leave a comment

While most market watchers were expecting q3 ’12 to be a repeat of q3 ’10 and q3 ’11, in fact…

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Posted in: Earnings, Uncategorized

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