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Insightful market commentary from a fresh perspective.
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8.15.13: GE gets interesting, but needs a catalyst…

August 15, 2013 Brian Gilmartin Leave a comment

GE is looking better from a technical perspective, which is a positive given the dramatic underperformance of the stock from…

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Posted in: GE, Uncategorized

8.9.13: SP 500 Earnings: Forward Estimate Growth Rate Continues to Trek Higher

August 11, 2013 Brian Gilmartin Leave a comment

Q2 ’13 earnings are thought to officially conclude this week, with WalMart’s fiscal q2 ’14 financial results due out before the…

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Posted in: AA, Bond Funds, Bond Market(s), Earnings, FCX, Financials, GLD, IEF, ISRG, MSFT, TLT, Uncategorized, VZ, WMT, X

8.8.13: Microsoft (MSFT) and Freeport (FCX) – Value Stocks with Potential Catalysts

August 8, 2013 Brian Gilmartin Leave a comment

Microsoft: The first chart is Microsoft, which fell from $36 to $31 per share following the disastrous fiscal 4th quarter…

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Posted in: FCX, MSFT, Uncategorized

8.6.13: Opportunity in Municipal Closed-end Funds (CEF’s)

August 6, 2013 Brian Gilmartin Leave a comment

Here are two charts of municipal bond closed-end funds (CEF’s) that we’ve been buying the last two weeks, buying first…

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Posted in: Bond Funds, Bond Market(s), MEN, MUB, Municipal Bond market, NUV

8.3.13: SP 500 Earnings: Lapping Weakest 2012 Earnings Growth in Q3 ’13 / Municipal CEF’s Are Getting Stupid Cheap

August 3, 2013 Brian Gilmartin Leave a comment

Q3 ’12, earnings growth for the SP 500 was just 0.1%, the lowest year-over-year growth for the SP 500 since…

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Posted in: AA, Earnings, Facebook (FB), FB, FCX, IEF, interest rates, Japan and Nikkei, JNJ, TBF - inverse Treasury, TLT, X

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Fundamentalis

  • Technology Sector: Looking at the Last 5 Quarters “Upside Surprise” Factor
  • SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated
  • 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)

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