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Insightful market commentary from a fresh perspective.
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11.9.13: SP 500 Earnings Update: Forward 4-Qtr Growth Rate Moves to 2-year High

November 9, 2013 Brian Gilmartin Leave a comment

According to ThomsonReuters, the “forward 4-quarter” earnings estimate for the SP 500 fell slightly last week to $118.03, from the…

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Posted in: AA, Apple (AAPL), BAC, Consumer Staples, FCX, Financial sector, Financials, JPM, MSFT, S&P 500, Uncategorized, WFM, WMT, X

11.7.18: Fed-Ex’s (FDX) Recent Share Repo Plan And A Walk Through Cash-flow

November 8, 2013 Brian Gilmartin Leave a comment

Fed-Ex Corp. (FDX), the birth mother of the overnight shipping business, and a company that is now a part of American…

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Posted in: FDX

11.3.13: Weekend Reading Worth a Look

November 3, 2013 Brian Gilmartin Leave a comment

JPM’s US Equity and Earnings Insights: We should have had this on the weekend earnings update, published yesterday, but Joe…

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Posted in: BBY, interest rates, S&P 500, Uncategorized

11.2.13: SP 500 Earnings Update: Q4 ’13 Earnings Growth will be the Strongest in 2 Years

Brian Gilmartin Leave a comment

Per ThomsonReuters, the “forward 4-quarter” estimate on the SP 500 slipped $0.30 last week to $118.24 from $118.54 the week…

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Posted in: AA, Apple (AAPL), Earnings, FCX, Financial sector, Financials, GS, JPM, S&P 500, SCHW, Uncategorized, X

11.1.13: Facebook (FB) – Fundamentally, A Strong 3rd Quarter

November 1, 2013 Brian Gilmartin Leave a comment

  The angst around FB is indicative of the nervousness around the market in general, but we found few flies…

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Posted in: FB

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Fundamentalis

  • The HealthCare Sector: A Look at Sector Earnings Trends
  • Bond Market Update and April PCE Data This Coming Week
  • SP 500 Earnings: SP 500 Q2, Q3 ’25 EPS Revisions, and A Look at Apple and United Health’s Revisions
  • Walmart Earnings Summary: Tariffs Not as Critical as Long-Term Flywheel Improvements
  • Cisco Earnings Summary: 5% Free-Cash-Flow Yield is a Big Plus

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