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Category: JPM

Earnings Update: March 9th, 2013: Market valuation and sentiment far different than March, 2000 and October, 2007

March 10, 2013 Brian Gilmartin Leave a comment

According to ThomsonReuters, the “forward 4-quarter” earnings estimate for the SP 500 fell $0.37 this week, from $112.39 to $112.02.…

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Posted in: AA, Earnings, ECA, FDX, JPM, S&P 500, Uncategorized

Earnings Perspective 2/23/2013: Industrials and Financials showing Good Relative Earnings Strength

February 24, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuters, the “forward 4-quarter” earnings estimate for the SP 500 this week fell slightly to $112.32, from $122.37. The…

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Posted in: BAC, GE, HYG, JNK, JPM, S&P 500, Uncategorized, WMT

Earnings update: January 19th, 2013: Earnings Remain a Fundamental Positive – Financials See Revenue Growth

January 20, 2013 Brian Gilmartin Leave a comment

After what was a pretty decent week of corporate earnings reports, the “forward 4-quarter” estimate for the SP 500 rose…

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Posted in: Bond Funds, Earnings, GE, JPM, Uncategorized

Update: January 5,2013: Forward S&P 500 earnings estimate at record high as Q4 ’12 earnings begin

January 5, 2013 Brian Gilmartin Leave a comment

Alcoa (AA) and Wells Fargo kick off the 4th quarter, 2012 earnings season this week. The key aspect to 4th…

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Posted in: AA, Earnings, F, JPM, MRK, PFE, S&P 500, Uncategorized

Market/trading update: October 7th, 2012 – S&P 500 earnings at a record; the index is still 7% below March, 2000 highs

October 7, 2012 Brian Gilmartin Leave a comment

* Alcoa (AA), Costco (COST), JP  Morgan (JPM) and Wells Fargo (WFC) report this week, with Alcoa reporting after the…

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Posted in: AA, Earnings, JPM, Uncategorized

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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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