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Month: July 2013

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

7.5.13: Dollar’s Strength Still Not A Threat (Yet)

July 5, 2013 Brian Gilmartin Leave a comment

If there is a better chart for measuring the trade-weighted dollar, or the dollar against the world’s major currencies either…

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Posted in: CAT, DE, UUP

7.5.13: Homebuilder Stocks – Correction Was Needed

Brian Gilmartin Leave a comment

        The two attached charts show both Lennar (LEN) and Toll Brothers (TOL), our two favorite homebuilders,…

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Posted in: LEN, TOL

Japan Beginning to Bounce – First Japan buy today since 1995

July 2, 2013 Brian Gilmartin Leave a comment

We are updating our Nikkei post from late May, ’13 on Japan, and showing the charts of the DXJ and the…

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Posted in: Japan and Nikkei, Uncategorized

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Fundamentalis

  • Walmart Earnings Summary: Staying the Course, Looking to Add to the Stock
  • 10-Year Treasury Yield Chart and What 2027 Energy Sector Estimates are Saying
  • Walmart Earnings Preview: The Flywheel is Still Flywheelin’ but Ultimately, Operating Margin Needs to Improve
  • SP 500 EPS / Revenue Growth, and Amazon Earnings
  • Bond Markets Getting Oversold; Fed Funds Futures Indicate the FOMC Will Stand Pat on Wednesday, July 29th

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