Skip to content
Fundamentalis
Fundamentalis
Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

Category: F

Corporate earnings update – Uncertainty reigns supreme, and valuation really matters

July 22, 2012 Brian Gilmartin Leave a comment

According to ThomsonReuters, the forward 4-quarter earnings estimate fell this week to $109.55, down from last week’s $111.88 and down…

Continue Reading →

Posted in: BA, Earnings, F, Fiscal Cliff, GE, GOOG, Healthcare Reform, JPM, MRK, PFE, S&P 500, SPY, Uncategorized, UTX

Corporate earnings update – June 29th, 2012

July 2, 2012 Brian Gilmartin Leave a comment

Given that the last day of June fell over the weekend, we won’t get the July “forward 4-quarter” estimate for…

Continue Reading →

Posted in: Earnings, F, FDX, NKE, S&P 500

Trading update – part II

June 28, 2012 Brian Gilmartin Leave a comment

SCOTUS rules on ObamaCare within the next hour or two. We are only long pharma, and some AMGN. Google needs…

Continue Reading →

Posted in: AA, BA, F, GOOG, Healthcare Reform, MCD

Post navigation

Page 5 of 5
← Previous 1 … 4 5

Fundamentalis

  • Walmart Earnings Summary: Stock Testing 200-Day Moving Average After Earnings
  • StyleBox Update: The One Surprise is SmallCap Growth and Value Starting to Roll
  • SP 500 Earnings: Don’t Forget About SP 500 Revenue Growth, Maybe a Better Story
  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford
  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis