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Category: IBM

Weekly Earnings Update: Which Four Sectors Have Stronger Expected Earnings Growth Since April 1 ?

April 19, 2015 Brian Gilmartin Leave a comment

Per Thomson Reuters, “This Week in Earnings” the forward-quarter estimate for the SP 500 this week was $123.49 versus last…

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Posted in: Amazon, GOOGL, IBM, MSFT, SLB, Weekly Earnings Update Filed under: Amazon

11.2.14: Factset on 4th quarter, 2014, SP 500 Earnings Estimates

November 2, 2014 Brian Gilmartin Leave a comment

In yesterday’s SP 500 Weekly Earnings Update, I tried to lay out the case for Technology and Industrial’s overweights, while…

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Posted in: Apple (AAPL), Basic Materials, ECA, IBM, TBF - inverse Treasury

10.22.14: Q4 ’14 Earnings: Technology Sector Estimates Moving Higher

October 22, 2014 Brian Gilmartin Leave a comment

We’ll give the Energy sector a break for a few weeks and let the dust settle on the 20% drop…

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Posted in: Apple (AAPL), IBM, Technology

4.13.14: Has Character of Stock Market Changed, and More Links to Read

April 13, 2014 Brian Gilmartin Leave a comment

One element to watching the stock market every day is to get a feel for the pattern of the market,…

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Posted in: GE, GOOG, GOOGL, HYD, HYG, IBM, Municipal Bond market

4.2.14: Tune In with Bob Lang of Explosive Options and Me, Thursday, 4/3/14 after the Market Close

April 2, 2014 Brian Gilmartin Leave a comment

Bob Lang, the founder of Explosive Options (see the link here) has asked me to be his featured guest on…

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Posted in: Bob Lang Webinar, CAT, IBM, ISRG

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Fundamentalis

  • Updating the Non-Correlateds: Boeing and IBM Trying to Become Relevant Again
  • Hyperscaler Earnings Previews: Alphabet, Microsoft and Amazon – Maybe the Bearish Sentiment Will Help
  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week
  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC
  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth

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