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Category: Facebook (FB)

9.7.13: SP 500 Earnings Update: Filling In Some Earnings-Related Blanks

September 8, 2013 Brian Gilmartin Leave a comment

In 2013, our best call for clients this year was our Facebook (FB) long, which we detailed hereĀ and our best…

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Posted in: Earnings, Facebook (FB), FB, FDX, Financial sector, Financials, HYG, JNK, LEN, S&P 500, TOL, Uncategorized

8.3.13: SP 500 Earnings: Lapping Weakest 2012 Earnings Growth in Q3 ’13 / Municipal CEF’s Are Getting Stupid Cheap

August 3, 2013 Brian Gilmartin Leave a comment

Q3 ’12, earnings growth for the SP 500 was just 0.1%, the lowest year-over-year growth for the SP 500 since…

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Posted in: AA, Earnings, Facebook (FB), FB, FCX, IEF, interest rates, Japan and Nikkei, JNJ, TBF - inverse Treasury, TLT, X

7.27.13: SP 500 Earnings: The Growth Rate of the Forward Estimate Continues to be Key Tell

July 28, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuters, the “forward 4-quarter” estimate for the SP 500 slipped a little this week to $116.14, from $116.74 last…

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Posted in: AA, AGG, Bond Funds, Bond Market(s), Earnings, Facebook (FB), FB, Financials, INTC, Japan and Nikkei, S&P 500, SCHW, TBF - inverse Treasury, Uncategorized

7.25.13: Facebook (FB) – Long and Wrong until This Earnings Report

July 25, 2013 Brian Gilmartin Leave a comment

      Facebook (FB) is up sharly this morning after report very strong financial results last night, beating consensus…

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Posted in: Facebook (FB), FB, Uncategorized

7.6.13: SP 500 Earnings: Forward 4-quarter Estimate Reaches New Record High This Week

July 7, 2013 Brian Gilmartin Leave a comment

As we talked about last week, the “forward 4-quarter” estimate for the SP 500 reached a new record high this…

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Posted in: AA, AGG, Earnings, Facebook (FB), FB, HYG, JNK, JPM, LEN, TOL, Uncategorized

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Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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