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Category: JPM

Earnings Perspective 2/23/2013: Industrials and Financials showing Good Relative Earnings Strength

February 24, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuters, the “forward 4-quarter” earnings estimate for the SP 500 this week fell slightly to $112.32, from $122.37. The…

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Posted in: BAC, GE, HYG, JNK, JPM, S&P 500, Uncategorized, WMT

Earnings update: January 19th, 2013: Earnings Remain a Fundamental Positive – Financials See Revenue Growth

January 20, 2013 Brian Gilmartin Leave a comment

After what was a pretty decent week of corporate earnings reports, the “forward 4-quarter” estimate for the SP 500 rose…

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Posted in: Bond Funds, Earnings, GE, JPM, Uncategorized

Update: January 5,2013: Forward S&P 500 earnings estimate at record high as Q4 ’12 earnings begin

January 5, 2013 Brian Gilmartin Leave a comment

Alcoa (AA) and Wells Fargo kick off the 4th quarter, 2012 earnings season this week. The key aspect to 4th…

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Posted in: AA, Earnings, F, JPM, MRK, PFE, S&P 500, Uncategorized

Market/trading update: October 7th, 2012 – S&P 500 earnings at a record; the index is still 7% below March, 2000 highs

October 7, 2012 Brian Gilmartin Leave a comment

* Alcoa (AA), Costco (COST), JP  Morgan (JPM) and Wells Fargo (WFC) report this week, with Alcoa reporting after the…

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Posted in: AA, Earnings, JPM, Uncategorized

Corporate earnings update – Uncertainty reigns supreme, and valuation really matters

July 22, 2012 Brian Gilmartin Leave a comment

According to ThomsonReuters, the forward 4-quarter earnings estimate fell this week to $109.55, down from last week’s $111.88 and down…

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Posted in: BA, Earnings, F, Fiscal Cliff, GE, GOOG, Healthcare Reform, JPM, MRK, PFE, S&P 500, SPY, Uncategorized, UTX

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Fundamentalis

  • Walmart Earnings Preview: Tariff Compares Should Get Easier But Valuation Still Quite Lofty
  • Style-Box Update: Value Outperforms Across All Market-Caps
  • SP 500 Earnings: Jump in SP 500 EPS This Week. Japan Election This Weekend
  • Amazon Earnings Preview: AWS Operating Margin Facing Tough Compares in December ’25 / March ’26 Quarter’s
  • SP 500 Earnings: 7,000 Tough Resistance for SP 500

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