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Category: FB

The Technology Sector and a Longer-Term Look at SP 500 Earnings

April 15, 2017 Brian Gilmartin Leave a comment

Investors get their first look at Technology sector earnings reports this week, with Netflix, IBM, Ebay and Qualcomm reporting by…

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Posted in: Amazon, FB, IBM, MSFT, Sector Earnings Growth Estimates

Growth vs Value: Continued Wide Disparity in 2015 Returns

December 1, 2015 Brian Gilmartin Leave a comment

Readers know that as a huge fan of Bespoke Research, I like to copy and paste some of their work…

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Posted in: Amazon, Facebook (FB), FB, GOOG, GOOGL, Growth v Value

7.26.14: SP 500 Weekly Earnings Update: Solid q2 ’14 Earnings So Far, Stock Price Reaction Less So…

July 26, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuters, the “forward 4-quarter” estimate for the SP 500 this past week was $127.07, exactly the same as…

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Posted in: AMGN, Earnings, Earnings estimate revisions, FB, Weekly Earnings Update

4.29.14: Color on Tech Earnings Increase Last Week – Stay with Large-Cap Tech

April 29, 2014 Brian Gilmartin Leave a comment

Last weekend, in our Weekly Earnings Update, we mentioned the increase in the SP 500’s earnings growth for the last…

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Posted in: Apple (AAPL), Earnings estimate revisions, FB, MSFT, Sector Earnings Growth Estimates, Uncategorized

3.30.14: Linkfest and Discussion of q1 ’14 Markets

March 30, 2014 Brian Gilmartin Leave a comment

What we bought last week: we added to the Inverse Treasury TBF, and also added to Micron Technology (MU) in…

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Posted in: AA, Facebook (FB), FB, IBM, SCHW, TBF - inverse Treasury, Weekend Link Fest, WFM

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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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