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2.22.14: Weekend Linkfest: Interesting Reading Over the Past Week

February 23, 2014 Brian Gilmartin Leave a comment

Home Depot reports Tuesday morning, Feb 25th. At 15(x) cash flow, we aren’t adding to the stock. Here is my…

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Posted in: Emerging Markets, Facebook (FB), FB, Home Depot (HD), IBM, MSFT, SCHW, Weekend Link Fest

2.22.14: SP 500 Earnings Update: Q1 ’14 Earnings Reductions: We’ve Seen This Before

February 22, 2014 Brian Gilmartin Leave a comment

Per Thomson Reuters’, “This Week in Earnings”, the forward 4-quarter estimate for the SP 500 fell one thin dime last…

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Posted in: Apple (AAPL), Weekly Earnings Update

2.16.14: Weekend Linkfest: SP 500 nears Mid-January All-Time-High of 1,850

February 16, 2014 Brian Gilmartin Leave a comment

There are zillions of opinions issued on the stock and bond markets each week, and many voices crying-out to be…

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Posted in: Coca-Cola (KO), EEM, Emerging Markets, HPQ, Weekend Link Fest, WMT

2.15.14: Updated 2014 SP 500 Earnings Scenario

February 15, 2014 Brian Gilmartin Leave a comment

Here is our January 6th, 2014 EPS scenario, and here is our first crack at 2014 earnings from back in…

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Posted in: SP 500 forecast(s)

2.15.14: SP 500 Earnings Update: Q4 ’13 Very Strong, Not Much Change Otherwise

Brian Gilmartin Leave a comment

Per Thomson Reuters, the “forward 4-quarter” EPS estimate for the SP 500 slipped $0.25 this past week to $119.33 versus…

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Posted in: Weekly Earnings Update

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Fundamentalis

  • SP 500 Earnings: Forward SP 500 Estimates Still Rising – Oracle Reports This Week
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  • Annual Fixed Income Returns: Emerging Markets Lead, Muni’s Lag
  • Aiming for 4th Year in a Row of Double-Digit SP 500 Returns: Buyer Beware
  • Walmart Earnings Summary: The Bigger Picture Story: Walmart is Closing the Gap with Amazon in E-commerce

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