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Category: BA

12.6.14: Weekend Reading That Might Benefit Others

December 7, 2014 Brian Gilmartin Leave a comment

http://www.fa-mag.com/news/worst-returns-in-decades-hounding-active-stock-fund-managers-20074.html. This leadoff article details how tough a year it has been for active equity managers. Although I haven’t seen…

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Posted in: BA, Bond Funds, MSFT, UTX

9.7.14: SP 500 Weekly Earnings Update: Q3 ’14 Earnings Revisions Return to Normal

September 7, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuter’s This Week in Earnings, the forward 4-quarter estimate for the SP 500 rose to $126.34 this past…

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Posted in: BA, BAC, Consumer Staples, Earnings, Earnings estimate revisions, Financial sector, HON, Industrials, Sector Earnings Growth Estimates, UTX, VZ, Weekly Earnings Update

8.14.14: The Industrial Sector – Taken A Beating

August 14, 2014 Brian Gilmartin Leave a comment

When we wrote the weekend earnings update and linkfest, Industrials were one of the more oversold sectors, and we promised…

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Posted in: AA, BA, Basic Materials, CAT, DE, F, FCX, FDX, GE, Industrials, MMM, S&P 500, X

12.2.13: Boeing (BA) – Tired Technically, But Still Cheap Fundamentally

December 2, 2013 Brian Gilmartin Leave a comment

  Boeing (BA) has been one of our big winners in 2013: after bottoming in the law $70’s last fall…

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Posted in: BA

Earnings update: Feb 9th, 2013: What the “Forward 4-quarter” SP 500 Estimate is Telling Us

February 10, 2013 Brian Gilmartin Leave a comment

According to ThomsonReuters, the “forward 4-quarter” earnings estimate for the SP 500 as of Friday, February 8th was $112.41, down…

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Posted in: AA, BA, BAC, CNBC, DE, Earnings, S&P 500, Uncategorized

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