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Category: SCHW

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

12.29.13: What We Did Well (and Not So Well) For Clients in 2013

January 3, 2014 Brian Gilmartin Leave a comment

In brief, it was a good year for client accounts in 2013, both in terms of relative and absolute returns.…

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Posted in: AA, Basic Materials, Consumer Staples, FB, IBM, ISRG, SCHW, WMT, X

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

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

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Fundamentalis

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  • Bond Market Update: Moody’s Tells Investors: “It’s All About the Deficit”
  • SP 500 Earnings: Watching the Q2 ’25 EPS Revisions; Harsh Cuts Already
  • Style-Box Update: Growth Comes Roaring Back

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