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Category: WMT

2.16.14: Weekend Linkfest: SP 500 nears Mid-January All-Time-High of 1,850

February 16, 2014 Brian Gilmartin Leave a comment

There are zillions of opinions issued on the stock and bond markets each week, and many voices crying-out to be…

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Posted in: Coca-Cola (KO), EEM, Emerging Markets, HPQ, Weekend Link Fest, WMT

1.29.14: The Detail of Retail: Be Selective but Don’t Abandon the Sector

January 29, 2014 Brian Gilmartin Leave a comment

No question, retail stocks have taken a total beating since late November, early December with a multitude of reasons for…

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Posted in: Consumer Discretionary, Consumer Staples, Retail, WFM, WMT

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

11.10.13: Weekend Reading Worth A Look

November 10, 2013 Brian Gilmartin Leave a comment

Josh Brown, blogging for 5 years. Great stuff every day. JB covers a lot of ground, like Cramer. Those of…

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Posted in: MEN, NUV, Uncategorized, WMT

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

  • Boeing Earnings Summary: Added to Positions After 10% Drop This Week
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  • Amazon Earnings Preview: All about AWS Operating Margin, Amazon’s Revenue Flywheel, and $700 Billion Revenue Goal
  • Schwab Post-Earnings: Schwab’s Stock About 25% Undervalued (And Probably More)

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