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Author: Brian Gilmartin

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

Corporate earnings update – Sept. 22, ’12 – Little change to forward earnings as we await q3 ’12 numbers

September 23, 2012 Brian Gilmartin Leave a comment

Due to some pressing matters, the blog post will be short and sweet this weekend. The “forward 4-quarter” earnings estimate…

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Posted in: Earnings, Uncategorized

Market update – Sept 15th, 2012: Corporate earnings unchanged – is it time for P/E expansion ?

September 15, 2012 Brian Gilmartin Leave a comment

Originally, this blog was intended to be dedicated to commentary and analysis of corporate earnings, particularly S&P 500 earnings, as…

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Posted in: Earnings, FDX, Uncategorized

Corporate earnings update: Sept 8, 2012 – technical breakout in S&P 500 and Nasdaq as earnings tread water

September 8, 2012 Brian Gilmartin Leave a comment

What a week for the major US stock markets (and China, but more on that in a minute), as the…

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Posted in: AA, Earnings, F, FDX, Uncategorized

Corporate earnings update: Sept.1, 2012 – A quiet bull market amidst a sea of pessimism

September 2, 2012 Brian Gilmartin Leave a comment

For what is a typically seasonal difficult period for the stock market historically, August turned out pretty well for stock…

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Posted in: BA, Earnings, FB, FDX, S&P 500, Uncategorized, UTX

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Fundamentalis

  • SP 500 Earnings: Expected Full-year ’26 SP 500 EPS Growth was 15.6% on Jan 1, Now 22.6% as of Friday, May 1
  • Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say
  • SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again
  • Boeing / IBM Earnings Previews: BA Still Requires Patience, While IBM’s AI Book is Growing
  • SP 500 Earnings: Forward Estimated Growth is Really Remarkable. SP 500 Revenue Growth Too.

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