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Category: BA

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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