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Category: WFC

4.5.14: SP 500 Earnings Update: Forward 4-Quarter Estimate Increases to $122.77

April 5, 2014 Brian Gilmartin Leave a comment

With the roll into the new quarter, the “forward 4-quarter” estimate (Per Thomson Reuters) increased $4.12 this past week to…

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Posted in: AA, JPM, Weekly Earnings Update, WFC

4.1.14: CCAR, the Big Banks and the Exchanges: The Exchanges control their own Destiny

April 1, 2014 Brian Gilmartin Leave a comment

CCAR is the Comprehensive Capital Analysis and Review (CCAR) instituted by the Fed and regulators after the Mortgage and Housing…

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Posted in: BAC, CME, Explosive options, Financial sector, Financials, JPM, WFC

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

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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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