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Category: DE

7.5.13: Dollar’s Strength Still Not A Threat (Yet)

July 5, 2013 Brian Gilmartin Leave a comment

If there is a better chart for measuring the trade-weighted dollar, or the dollar against the world’s major currencies either…

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Posted in: CAT, DE, UUP

6.15.13: SP 500 Earnings Update – Do Earnings Matter and Stay with Financials

June 16, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuters, the “forward 4-quarter” earnings estimate for the SP 500 rose a smidge this week, to $113.32, from last…

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Posted in: CAT, CME, DE, Earnings, GS, JPM, S&P 500, SCHW, TBF - inverse Treasury

Earnings update: Feb 9th, 2013: What the “Forward 4-quarter” SP 500 Estimate is Telling Us

February 10, 2013 Brian Gilmartin Leave a comment

According to ThomsonReuters, the “forward 4-quarter” earnings estimate for the SP 500 as of Friday, February 8th was $112.41, down…

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Posted in: AA, BA, BAC, CNBC, DE, Earnings, S&P 500, Uncategorized

Earnings and Market update – November 17, 2012: SP 500 now as oversold as May, ’12 lows

November 17, 2012 Brian Gilmartin Leave a comment

The “forward 4-quarter” earnings estimate for the S&P 500 (per ThomsonReuters) is $109.61, down from last week’s $109.90, but still…

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Posted in: AA, DE, Earnings, FB, S&P 500, Uncategorized, WMT

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

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Fundamentalis

  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine
  • Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin
  • Cisco is Fine Post Earnings: Cisco and IBM Might be the “Anti-AI” Tech Stocks
  • Cisco Earnings Preview: Stock Price Nearing It’s April, 2000, All-Time-High

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