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Category: WMT

8.18.14: SP 500 Weekly Earnings Update: SP 500 on Track for 10% Earnings Growth in 2014

August 18, 2014 Brian Gilmartin Leave a comment

Apologies for the delay in getting this out this week. The forward 4-quarter estimate for the SP 500 fell slightly…

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Posted in: Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update, WMT

8.9.14: Surveying the Blog and Twittersphere – Articles We Found Interesting

August 10, 2014 Brian Gilmartin Leave a comment

We haven’t done a Linkfest in a while. Tadas Viskanta’s “Abnormal Returns” is the gold standard amongst the blog distributor’s,…

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Posted in: CSCO, HYD, HYG, Municipal High Yield, Retail, Taxable High Yield, Weekend Link Fest, 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

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Fundamentalis

  • 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
  • Probability Grows for Below-Average Returns in 2026
  • SP 500 Earnings: Forward SP 500 Estimates Still Rising – Oracle Reports This Week

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