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Insightful market commentary from a fresh perspective.
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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

3.15.14: SP 500 Earnings Update:

March 15, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuters, the “forward 4-quarter” earnings estimate for the SP 500 actually rose $0.02 last week from $118.87 to…

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Posted in: FDX, LEN, LEN TIF, NKE, ORCL, Weekly Earnings Update

3.8.14: Weekend Linkfest

March 9, 2014 Brian Gilmartin Leave a comment

Best read of the week:. Putin will crap on Russia’s capital markets with his tough-guy display in Ukraine. May not seem…

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Posted in: Weekend Link Fest

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Fundamentalis

  • Walmart Earnings Preview: Tariff Impact Fading, Still Looking for Margin Gains Ahead
  • SP 500 Earnings and Style-Box Update
  • International Annual Returns, The Breakout in the Nikkei, and Top 10 Holdings
  • Don’t Expect SP 500 Earnings to Call a Market Top
  • Boeing Earnings Summary: Added to Positions After 10% Drop This Week

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