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Category: SCHW

4.19.14: Why we are Still Down on Financials Through 2014

April 19, 2014 Brian Gilmartin Leave a comment

While we are still long JP Morgan (JPM), Bank of America (BAC) and Wells Fargo (WFC), within client accounts we…

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Posted in: BAC, Financial sector, Financials, JPM, SCHW, WFC

3.31.14: How our Top 5 Holdings Performed in q1 ’14

March 31, 2014 Brian Gilmartin Leave a comment

We took in about $300k in new money in q1 ’14. Thank you to both long-time and new clients for…

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Posted in: AA, Facebook (FB), JPM, MSFT, SCHW, TBF - inverse Treasury

3.30.14: Linkfest and Discussion of q1 ’14 Markets

March 30, 2014 Brian Gilmartin Leave a comment

What we bought last week: we added to the Inverse Treasury TBF, and also added to Micron Technology (MU) in…

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Posted in: AA, Facebook (FB), FB, IBM, SCHW, TBF - inverse Treasury, Weekend Link Fest, WFM

2.22.14: Weekend Linkfest: Interesting Reading Over the Past Week

February 23, 2014 Brian Gilmartin Leave a comment

Home Depot reports Tuesday morning, Feb 25th. At 15(x) cash flow, we aren’t adding to the stock. Here is my…

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Posted in: Emerging Markets, Facebook (FB), FB, Home Depot (HD), IBM, MSFT, SCHW, Weekend Link Fest

1.11.14: SP 500 Earnings Update: We Hear From a Plethora of Financials This Week

January 11, 2014 Brian Gilmartin Leave a comment

Per ThomsonReuter’s This Week in Earnings, the forward 4-quarter estimate slipped $0.03 this week to $120.74. The p.e ratio on…

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Posted in: Financial sector, Financials, GS, JPM, SCHW, Sector Earnings Growth Estimates, SP 500 forecast(s), Weekly Earnings Update

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Fundamentalis

  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026
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  • The 2025 Estimated SP 500 EPS Growth Rate has Improved from +9% in July, ’25 to +14% on Dec 12 ’25
  • Nike Earnings Preview: Expect a Better Quarter, But Elliott’s Still Running a Marathon with a Piano on His Back
  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change

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