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7.23.13: Basic Materials Sector Coming to Life ?

July 23, 2013 Brian Gilmartin Leave a comment

If there has been a beaten-down sector that is thoroughly trashed from a numbers and sentiment perspective in 2013, it…

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Posted in: AA, FCX, X

7.20.13: SP 500 Earnings Update: SP 500 Forward Earnings Estimate at New High / Financial’s Earnings Growth Tremendous

July 20, 2013 Brian Gilmartin Leave a comment

Speaking of Forward Earnings: Great article from Jeff Miller’s A Dash of Insight published yesterday on the importance of “forward…

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Posted in: Earnings, IEF, ISRG, Japan and Nikkei, MSFT, S&P 500, TLT

7.18.13: Intuitive Surgical

July 18, 2013 Brian Gilmartin Leave a comment

  ISRG held their regularly scheduled earnings call tonight and the news continued to be bad. Revenue guidance was cut…

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Posted in: ISRG, Uncategorized

7.17.13: Added Treasury ETF’s for a short-term trade

July 17, 2013 Brian Gilmartin Leave a comment

  Note the two Treasury ETF charts above. We bought both for a sh0rt-term trade today as both the IEF and…

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Posted in: IEF, interest rates, TLT

7.15.13: US Steel (X) – Not for the Faint of Heart

July 15, 2013 Brian Gilmartin Leave a comment

  To continue the thought from our blog update this weekend, there was much hue and cry about technology and…

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Posted in: AA, FCX, X

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Fundamentalis

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  • SP 500 Earnings and Style-Box Update
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  • 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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