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Category: Energy sector

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

4.18.14: SP 500 Earnings Update: Time for Energy to Outperform ?

April 18, 2014 Brian Gilmartin Leave a comment

We saw the first full week of q1 ’14 SP 500 earnings this past week, with the SP 500 “forward…

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Posted in: Energy sector, Sector Earnings Growth Estimates, Weekly Earnings Update

1.18.14: SP 500 Earnings Update: Consumer Discretionary Sector Looking Wobbly

January 18, 2014 Brian Gilmartin Leave a comment

Per ThomsonReuter’s This Week in Earnings, the “forward 4-quarter” earnings estimate for the SP 500 fell $0.14 this past week…

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Posted in: Consumer Discretionary, Energy sector, Financial sector, Weekly Earnings Update

11.23.13: Weekend Linkfest – Other Investors Worth Reading

November 24, 2013 Brian Gilmartin Leave a comment

There are a lot of quality “linkfests” which get distributed daily / weekly. I have to do this since it…

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Posted in: BAC, CME, Energy sector, Facebook (FB), FB, JPM, Weekend Link Fest

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Fundamentalis

  • Amazon Earnings Preview: AWS Operating Margin Facing Tough Compares in December ’25 / March ’26 Quarter’s
  • SP 500 Earnings: 7,000 Tough Resistance for SP 500
  • IBM Earnings Preview: IBM’s Operating Margin is Slowly Expanding
  • Boeing Earnings Preview: Expectations Remain Too Subdued for the Aerospace Giant
  • SP 500 Earnings: Rotation in ’26 and Major Tech Companies Start to Report Next Week

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