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Category: GE

8.31.13: SP 500 Earnings Update: Forward Growth Rate Slips a Little – Stay with Financials through Q4 ’13

August 31, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuters, “This Week in Earnings”, the forward 4-quarter earnings estimate for the SP 500 fell $0.15 last week to…

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Posted in: BAC, CME, Consumer Staples, Earnings, Financial sector, Financials, GE, GS, MS, MSFT, SCHW

8.15.13: GE gets interesting, but needs a catalyst…

August 15, 2013 Brian Gilmartin Leave a comment

GE is looking better from a technical perspective, which is a positive given the dramatic underperformance of the stock from…

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Posted in: GE, Uncategorized

7.13.13 SP 500 Earnings Update: Watching for an SP 500 Breakout, to Confirm Record SP 500 Forward Earnings Estimate

July 14, 2013 Brian Gilmartin Leave a comment

A quick thanks to CNBC-Asia, Elly Whitaker, and Joanne Wong, for the interview on CNBC-Asia Monday night. We talked Alcoa (AA)…

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Posted in: AA, CAT, CNBC, DE, Earnings, Financials, GE, GOOG, HYG, IBM, INTC, JNK, JPM, TBF - inverse Treasury

5.10.13: The 13-year Global Macro Trade is Ending (or has Ended)

May 10, 2013 Brian Gilmartin Leave a comment

Since March, 2000 and the bursting of the Tech Bubble of the late 1990’s, we’ve watched the following asset classes:…

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Posted in: FDX, GE, Macro trade

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

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Fundamentalis

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