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Category: JPM

11.23.13: Weekend Linkfest – Other Investors Worth Reading

November 24, 2013 Brian Gilmartin Leave a comment

There are a lot of quality “linkfests” which get distributed daily / weekly. I have to do this since it…

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Posted in: BAC, CME, Energy sector, Facebook (FB), FB, JPM, Weekend Link Fest

11.16.13: SP 500 Earnings Update: Forward 4-qtr Growth Rate Moving Higher / How Important is JP Morgan ?

November 16, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuter’s “This Week in Earnings” published late Friday, 11.15.13, the “forward 4-quarter estimate” for the SP 500 slipped to…

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Posted in: Earnings, Earnings estimate revisions, Financial sector, JPM, S&P 500, Weekly Earnings Update

11.9.13: SP 500 Earnings Update: Forward 4-Qtr Growth Rate Moves to 2-year High

November 9, 2013 Brian Gilmartin Leave a comment

According to ThomsonReuters, the “forward 4-quarter” earnings estimate for the SP 500 fell slightly last week to $118.03, from the…

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Posted in: AA, Apple (AAPL), BAC, Consumer Staples, FCX, Financial sector, Financials, JPM, MSFT, S&P 500, Uncategorized, WFM, WMT, X

11.2.13: SP 500 Earnings Update: Q4 ’13 Earnings Growth will be the Strongest in 2 Years

November 3, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuters, the “forward 4-quarter” estimate on the SP 500 slipped $0.30 last week to $118.24 from $118.54 the week…

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Posted in: AA, Apple (AAPL), Earnings, FCX, Financial sector, Financials, GS, JPM, S&P 500, SCHW, Uncategorized, X

10.19.13: SP 500 Earnings Update: Good, But Not Great. Excluding JPM Charge, Earnings Growth is +5% – +6%

October 20, 2013 Brian Gilmartin Leave a comment

The SP 500 as well as many other equity indices finished at all-time highs this week, breaking out of 8-week…

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Posted in: AA, BAC, CME, Earnings, FCX, GS, JPM, MS, S&P 500, SCHW, X

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Fundamentalis

  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford
  • Walmart Earnings Preview: Short-term Gas Impact versus Longer-term Advertising and Flywheel Trends
  • SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve
  • The Major Differences Between this Bull Stock Market and the Late 1990’s
  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings

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