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Category: AA

Corporate earnings update – July 8th, 2012 – revenue growth now an issue

July 9, 2012 Brian Gilmartin Leave a comment

On Friday, ThomsonReuters released their latest earnings data and the “forward 4-quarter” earnings estimate for the S&P 500 rose to…

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Posted in: AA, Earnings, GE, HON, JPM, MMM, S&P 500, UTX, WFC

The quarterly “bump” in earnings estimates – the history

July 5, 2012 Brian Gilmartin Leave a comment

Although it is tough to recognize in a market where the market p/e continually compresses, in my opinion there is…

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Posted in: AA, Earnings, SPY

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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Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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