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Category: Uncategorized

7.25.13: Facebook (FB) – Long and Wrong until This Earnings Report

July 25, 2013 Brian Gilmartin Leave a comment

      Facebook (FB) is up sharly this morning after report very strong financial results last night, beating consensus…

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Posted in: Facebook (FB), FB, Uncategorized

7.18.13: Intuitive Surgical

July 18, 2013 Brian Gilmartin Leave a comment

  ISRG held their regularly scheduled earnings call tonight and the news continued to be bad. Revenue guidance was cut…

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Posted in: ISRG, Uncategorized

7.6.13: SP 500 Earnings: Forward 4-quarter Estimate Reaches New Record High This Week

July 7, 2013 Brian Gilmartin Leave a comment

As we talked about last week, the “forward 4-quarter” estimate for the SP 500 reached a new record high this…

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Posted in: AA, AGG, Earnings, Facebook (FB), FB, HYG, JNK, JPM, LEN, TOL, Uncategorized

Japan Beginning to Bounce – First Japan buy today since 1995

July 2, 2013 Brian Gilmartin Leave a comment

We are updating our Nikkei post from late May, ’13 on Japan, and showing the charts of the DXJ and the…

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Posted in: Japan and Nikkei, Uncategorized

6.6.13: “Risk-Off” Trade Suddenly Re-appears – May ’13 Jobs Number Tomorrow

June 6, 2013 Brian Gilmartin Leave a comment

D-Day, or June 6th, 1944 was 68 years ago today. No matter how bad things seem today, the specter of…

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Posted in: S&P 500, 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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