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Category: FCX

June 22, 2014: Weekend Linkfest: Inflation Data Getting A Lot Of Attention

June 22, 2014 Brian Gilmartin Leave a comment

Haven’t done one (Linkfest blog) in a while, and it hasn’t really been missed, so not sure why I’m spending…

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Posted in: AA, Basic Materials, Energy sector, FCX, The Fed, Uncategorized, Weekend Link Fest, X

5.21.14: Commodity Stocks Reverse Recent Strength on 5.20.14

May 21, 2014 Brian Gilmartin Leave a comment

Yesterday, was a George Costanza day (you have to be a Seinfeld fan) yesterday, as the commodity stock strength we wrote…

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Posted in: AA, Basic Materials, FCX, X

5.12.14: Commodity Stocks Had a Good day – Some We Own

May 12, 2014 Brian Gilmartin Leave a comment

Alcoa (AA): +4.23% today on average volume Freeport (FCX): +2.89% on average volume Peabody Energy (BTU): +2.41% on 2(x) average…

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Posted in: AA, Basic Materials, Energy sector, FCX, GLD

2.9.14: Weekend Linkfest – “Is Correction Over ?” Remains the Big Question

February 9, 2014 Brian Gilmartin Leave a comment

We were a bit disappointed in the Twitter (TWTR) quarterly earnings release this week, or rather the stock’s reaction to…

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Posted in: AA, Apple (AAPL), Basic Materials, Bond Market(s), FCX, MEN, MRK, Municipal Bond market, PFE, PG, Uncategorized, Weekend Link Fest

2.1.14: SP 500 Earnings: Q4 ’13 Earnings Growth is Strong, 2014 Remains Constant near 10%

February 1, 2014 Brian Gilmartin Leave a comment

Per ThomsonReuter’s “This Week in Earnings”, the forward 4-quarter EPS estimate for the SP 500 estimate fell $0.52 last week…

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Posted in: AA, Basic Materials, Earnings, Facebook (FB), FB, FCX, Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update, X

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Fundamentalis

  • The HealthCare Sector: A Look at Sector Earnings Trends
  • Bond Market Update and April PCE Data This Coming Week
  • SP 500 Earnings: SP 500 Q2, Q3 ’25 EPS Revisions, and A Look at Apple and United Health’s Revisions
  • Walmart Earnings Summary: Tariffs Not as Critical as Long-Term Flywheel Improvements
  • Cisco Earnings Summary: 5% Free-Cash-Flow Yield is a Big Plus

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