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Category: Uncategorized

Earnings update – November 10, 2012 – Forget “The Cliff” – Focus on Fundamentals – S&P 500 remains reasonably valued

November 10, 2012 Brian Gilmartin Leave a comment

A wise person once counseled that no one can have all the right answers, but you can ask the right questions,…

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Posted in: Earnings, Uncategorized

Earnings update: November 4th, 2012 – Financials now a safe haven, as technology is very oversold

November 4, 2012 Brian Gilmartin Leave a comment

“Everybody loves money. That is why they call it money.” Danny DiVito from “The Heist”. (Good – but not great…

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Posted in: Earnings, F, S&P 500, Uncategorized

Corporate earnings update – October 28th, 2012: Finally, a Market Correction, but Earnings aren’t the Issue

October 28, 2012 Brian Gilmartin Leave a comment

The S&P 500 has corrected 4.5% since the key benchmark ticked 1,474 in mid-September, with most of the cacophony from…

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Posted in: Earnings, GOOG, PFE, S&P 500, thestreet.com, Uncategorized, WMT

Earnings update: October 22, ’12: Despite the Headlines, Earnings are not the Issue

October 22, 2012 Brian Gilmartin Leave a comment

Sorry for the delay in posting, being out of town for the weekend, put me behind in the 8-ball in…

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Posted in: Earnings, Uncategorized

Earnings/Market/Trading update – October 13th, 2012 – Record S&P 500 earnings reflect year-over-year growth once again

October 13, 2012 Brian Gilmartin Leave a comment

Per ThomsonReuters, the “forward 4-quarter” earnings estimate for the S&P 500 as of Friday, October 12th was $111.85, still a…

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Posted in: Earnings, GOOG, Uncategorized, UTX

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Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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