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Category: FCX

8.8.13: Microsoft (MSFT) and Freeport (FCX) – Value Stocks with Potential Catalysts

August 8, 2013 Brian Gilmartin Leave a comment

Microsoft: The first chart is Microsoft, which fell from $36 to $31 per share following the disastrous fiscal 4th quarter…

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Posted in: FCX, MSFT, 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

7.23.13: Basic Materials Sector Coming to Life ?

July 23, 2013 Brian Gilmartin Leave a comment

If there has been a beaten-down sector that is thoroughly trashed from a numbers and sentiment perspective in 2013, it…

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Posted in: AA, FCX, X

7.15.13: US Steel (X) – Not for the Faint of Heart

July 15, 2013 Brian Gilmartin Leave a comment

  To continue the thought from our blog update this weekend, there was much hue and cry about technology and…

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Posted in: AA, FCX, X

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Fundamentalis

  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings
  • Bond Market Asset Class Returns – Not Great, but Not Shabby Either
  • SP 500 Earnings: Expected Full-year ’26 SP 500 EPS Growth was 15.6% on Jan 1, Now 22.6% as of Friday, May 1
  • Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say
  • SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again

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