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Category: Uncategorized

11.10.13: Weekend Reading Worth A Look

November 10, 2013 Brian Gilmartin Leave a comment

Josh Brown, blogging for 5 years. Great stuff every day. JB covers a lot of ground, like Cramer. Those of…

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Posted in: MEN, NUV, Uncategorized, WMT

11.9.13: SP 500 Earnings Update: Forward 4-Qtr Growth Rate Moves to 2-year High

November 9, 2013 Brian Gilmartin Leave a comment

According to ThomsonReuters, the “forward 4-quarter” earnings estimate for the SP 500 fell slightly last week to $118.03, from the…

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Posted in: AA, Apple (AAPL), BAC, Consumer Staples, FCX, Financial sector, Financials, JPM, MSFT, S&P 500, Uncategorized, WFM, WMT, X

11.3.13: Weekend Reading Worth a Look

November 3, 2013 Brian Gilmartin Leave a comment

JPM’s US Equity and Earnings Insights: We should have had this on the weekend earnings update, published yesterday, but Joe…

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Posted in: BBY, interest rates, S&P 500, Uncategorized

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

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

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

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Fundamentalis

  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine
  • Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin

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