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Category: JPM

12.8.13: Others you Must Read

December 8, 2013 Brian Gilmartin Leave a comment

Why we love Ryan Detrick of Schaeffer’s Investment Research. What is typical for years following a year where SP 500…

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Posted in: CME, Financial sector, Financials, GS, JPM, SCHW, Weekend Link Fest, WFM

12.7.13: SP 500 Earnings Update: Growth Rate of Forward Estimate Highest Since Jan 20, 2012

December 7, 2013 Brian Gilmartin Leave a comment

It is the anniversary of Pearl Harbor today. Remember the WW II (and all) vets as many are leaving us…

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Posted in: JPM, SP 500 forecast(s), Weekly Earnings Update

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

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Fundamentalis

  • JPMorgan, CitiBank Earnings Previews: Share Repurchases and Capital Return Are Probably Under-Appreciated
  • SP 500 Earnings: Quarterly Bump, 4th Year in a Row of +10% Returns, SP 500 Earnings Yield
  • Thinking About the 60% / 40% Balanced Portfolio – “Average, Annual” Bond Returns
  • Micron Technology Earnings Summary: Perspective on the Memory Cycle and Micron’s Business Model Adjustments To It
  • Nike Earnings Preview: Valuation More Reasonable, but EPS / Revenue Estimate Revisions Still Moving Lower

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