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8.15.13: SP 500 Earnings Update: Ignore Pundits, Forward SP 500 Growth Rate Continues Ascent

August 17, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuters, “This Week in Earnings”, the forward 4-quarter estimate for the SP 500 slipped $0.06 last week to $115.89,…

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Posted in: Earnings, S&P 500, TBF - inverse Treasury

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

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Fundamentalis

  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine
  • Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin
  • Cisco is Fine Post Earnings: Cisco and IBM Might be the “Anti-AI” Tech Stocks

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