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Earnings update: October 22, ’12: Despite the Headlines, Earnings are not the Issue

October 22, 2012 Brian Gilmartin Leave a comment

Sorry for the delay in posting, being out of town for the weekend, put me behind in the 8-ball in…

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Posted in: Earnings, Uncategorized

Earnings/Market/Trading update – October 13th, 2012 – Record S&P 500 earnings reflect year-over-year growth once again

October 13, 2012 Brian Gilmartin Leave a comment

Per ThomsonReuters, the “forward 4-quarter” earnings estimate for the S&P 500 as of Friday, October 12th was $111.85, still a…

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Posted in: Earnings, GOOG, Uncategorized, UTX

Market/trading update: October 7th, 2012 – S&P 500 earnings at a record; the index is still 7% below March, 2000 highs

October 7, 2012 Brian Gilmartin Leave a comment

* Alcoa (AA), Costco (COST), JP  Morgan (JPM) and Wells Fargo (WFC) report this week, with Alcoa reporting after the…

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Posted in: AA, Earnings, JPM, Uncategorized

Corporate earnings update – Oct. 6th, ’12: Record forward earnings estimate for S&P 500, amidst very low current expectations

October 6, 2012 Brian Gilmartin Leave a comment

Each quarter, as we roll into January, April, July and October, we see a nice bump in the S&P 500…

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Posted in: Earnings, Uncategorized

October 4th, ’12: PC sector trading for scrap value, but patient investors required

October 4, 2012 Brian Gilmartin Leave a comment

While perusing our internal valuation spreadsheets this past week, it is hard to believe some of these valuations on the…

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Posted in: Uncategorized

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