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Category: WMT

Trading update

June 27, 2012 Brian Gilmartin Leave a comment

Didnt like our blog post yesterday. Hate talking politics these days in any forum. However, politics is economics (and vice…

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Posted in: BBY, Bond Funds, CHK, Currency, DE, Earnings, ECA, FB, WMT

Wal-mart – nearing a 12-year breakout ?

June 9, 2012 Brian Gilmartin Leave a comment

  Our chart of the week is Wal-mart, since it is within $2 of ending a 12-year consolidation, between the low…

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Posted in: Earnings, WMT

A Tale of Two Retailers – the importance of cost advantage

May 29, 2012 Brian Gilmartin Leave a comment

With all due respect to Charles Dickens, the title couldn’t be helped when we contemplated the fates of both Wal-Mart…

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Posted in: BBY, Earnings, WMT

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Fundamentalis

  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine
  • Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin
  • Cisco is Fine Post Earnings: Cisco and IBM Might be the “Anti-AI” Tech Stocks
  • Cisco Earnings Preview: Stock Price Nearing It’s April, 2000, All-Time-High

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