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Author: Brian Gilmartin

3.23.14: Weekend Linkfest

March 23, 2014 Brian Gilmartin Leave a comment

Strange action in the markets last week, with Chairwoman Yellen being accused of a “gaffe” by some of the financial…

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Posted in: AMGN, Apple (AAPL), IBM, ISRG, Weekend Link Fest, X

3.22.14: SP 500 Earnings Update: Q1 ’14 Should Be Low-Water Point for Year

March 22, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuters, “This Week in Earnings” the forward 4-quarter estimate for the SP 500 fell $0.08 last week to…

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Posted in: S&P 500, Uncategorized, Weekly Earnings Update

3.21.14: Good Week for PC stocks – Note Our Late 2012 Call

March 21, 2014 Brian Gilmartin Leave a comment

PC stocks had a great week: Hewlett-Packard, (HPQ) broke through $31, Microsoft (MSFT) broke above $40, and Intel (INTC) is…

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Posted in: Uncategorized

3.17.14: SP 500 Operating EPS – Readers Should Like This

March 17, 2014 Brian Gilmartin Leave a comment

Attached is a spreadsheet we put together from Thomson Reuters data, which includes the “history” or trend in the SP…

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Posted in: S&P 500, SP 500 forecast(s)

3.16.14: Weekend Linkfest – Can we look Beyond Crimea, and China into Expiration Week ?

March 16, 2014 Brian Gilmartin Leave a comment

Every time I did into the SP 500 earnings data, I tend to come away thinking that the equity bull…

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Posted in: AA, Weekend Link Fest

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Fundamentalis

  • Schwab Earnings Preview: Cheap on a PEG Basis, Can Schwab Break-out of this 3-year Consolidation?
  • Netflix Earnings Preview: Margin Guidance Continues to be Revised Higher
  • Financials Report This Week: Citi and JPMorgan Kick-Off the Big Banks Tuesday Morning
  • Technology Sector: Looking at the Last 5 Quarters “Upside Surprise” Factor
  • SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated

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