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Category: AA

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

7.11.14: SP 500 Earnings Update: The Forward Growth Rate and Why It Is Important

July 12, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuters, the forward 4-quarter estimate for the SP 500 fell $0.02 this week to $126.75 from last week’s…

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Posted in: AA, Basic Materials, Earnings, Earnings estimate revisions, Financial sector, Financials, Fwd 4-qtr growth rate (SP 500), S&P 500, Sector Earnings Growth Estimates, Weekly Earnings Update

7.5.14: Weekend Readings – Blogs, Tweets and Others You Must Read

July 6, 2014 Brian Gilmartin Leave a comment

This week, Alcoa starts off q2 ’14 earnings season on Tuesday night after the closing bell. Let me get this…

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Posted in: AA, Basic Materials, CNBC, FCX, HYD, HYG, Weekend Link Fest, X

7.4.14: Weekly Earnings Update: Expect q2 ’14 SP 500 Earnings Growth in 9% – 9.5% Neighborhood

July 4, 2014 Brian Gilmartin Leave a comment

Because of the quarterly bump into the July quarter, (and, according to Thomson Reuters), the forward 4-quarter estimate this week…

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Posted in: AA, Earnings estimate revisions, S&P 500, Sector Earnings Growth Estimates, SP 500 Revenue Growth, Weekly Earnings Update, WFC

June 22, 2014: Weekend Linkfest: Inflation Data Getting A Lot Of Attention

June 22, 2014 Brian Gilmartin Leave a comment

Haven’t done one (Linkfest blog) in a while, and it hasn’t really been missed, so not sure why I’m spending…

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Posted in: AA, Basic Materials, Energy sector, FCX, The Fed, Uncategorized, Weekend Link Fest, X

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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

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