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

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…

Continue Reading →

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…

Continue Reading →

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…

Continue Reading →

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

Post navigation

Page 14 of 14
← Previous 1 … 13 14

Fundamentalis

  • The HealthCare Sector: A Look at Sector Earnings Trends
  • Bond Market Update and April PCE Data This Coming Week
  • SP 500 Earnings: SP 500 Q2, Q3 ’25 EPS Revisions, and A Look at Apple and United Health’s Revisions
  • Walmart Earnings Summary: Tariffs Not as Critical as Long-Term Flywheel Improvements
  • Cisco Earnings Summary: 5% Free-Cash-Flow Yield is a Big Plus

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis