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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

5.18.14: EPS Up Revisions back above 50%

May 18, 2014 Brian Gilmartin Leave a comment

Thomson Reuters publishes a weekly table entitled, “U.S. Weekly Revisions” that details the total number of earnings estimate revisions for…

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Posted in: Earnings, Earnings estimate revisions

5.16.14: SP 500 Earnings Update: Market Bearishness is NOT Supported by SP 500 Earnings

May 16, 2014 Brian Gilmartin Leave a comment

With 464 of the SP 500 companies now having reported q1 ’14 earnings, the y/y growth of earnings for the…

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Posted in: Sector Earnings Growth Estimates, Weekly Earnings Update

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

5.10.14: SP 500 Earnings Update: Q1 ’14 Earnings +5.4%, i.e. Stronger Than Expected

May 10, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuter’s, “This Week in Earnings”, the forward 4-quarter estimate this week, slipped a little from last weeks $123.19…

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Posted in: Apple (AAPL), Earnings, Earnings estimate revisions, Fed Model, Gilead, Sector Earnings Growth Estimates, Weekly Earnings Update

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Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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