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Category: F

Earnings / Market Update: December 22, 2012: Ignore Washington, and Focus on Market Fundamentals

December 22, 2012 Brian Gilmartin Leave a comment

As the 4th quarter, 2012 winds down and with all eyes focused on Washington, it has been a better year…

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Posted in: F, NKE, S&P 500, Uncategorized, WMT

Earnings/Market Update – December 8, 2012: In a Sea of Uncertainty, Earnings Remain a Net Positive

December 9, 2012 Brian Gilmartin Leave a comment

The “forward 4-quarter earnings estimate” (per ThomsonReuters) for the S&P 500 as of Friday, December 7th was $109.20, down from…

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Posted in: Earnings, F, Fiscal Cliff, 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: 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 / market update – August 12th, 2012 – If earnings are so bad, why is stock market so well bid ?

August 12, 2012 Brian Gilmartin Leave a comment

The commentary around S&P 500 earnings (both current earnings and future prospects for those earnings) from the media pundits is…

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Posted in: AA, BA, CNBC, DE, Earnings, F, FDX, Fiscal Cliff, GE, HON, S&P 500, Uncategorized, WMT

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  • Micron Technology Earnings Summary: Perspective on the Memory Cycle and Micron’s Business Model Adjustments To It
  • Nike Earnings Preview: Valuation More Reasonable, but EPS / Revenue Estimate Revisions Still Moving Lower
  • SP 500 Earnings: These Expected EPS Growth Rates for Forward Quarters Seem Unsustainable

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