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Category: BA

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

Corporate earnings update –

August 6, 2012 Brian Gilmartin Leave a comment

First, we never managed to get to our sector revenue analysis this week, and for that we apologize. With all…

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Posted in: BA, Earnings, GE, MMM, MRK, PFE, S&P 500, Uncategorized, UTX, WMT

Corporate earnings update – S&P 500 earnings growth has slowed to zero – is q3 ’12 the bottom for earnings ?

July 29, 2012 Brian Gilmartin Leave a comment

The forward 4-quarter estimate for the S&P 500 slipped to $109.01 this week, (per ThomsonReuters), but remains above the final…

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Posted in: BA, Earnings, FDX, Fiscal Cliff, GE, MRK, PFE, S&P 500, thestreet.com, Uncategorized, UTX, WMT

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…

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

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…

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

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