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Author: Brian Gilmartin

Earnings / Market Update – November 24, 2012: SP 500 bounces off its 50-week moving average (again)

November 24, 2012 Brian Gilmartin Leave a comment

The “forward 4-quarter” earnings estimate for the S&P 500 is $109.44, down from last week’s $109.61. The earnings yield on…

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Posted in: Earnings, Fiscal Cliff, S&P 500, thestreet.com, WMT

Earnings and Market update – November 17, 2012: SP 500 now as oversold as May, ’12 lows

November 17, 2012 Brian Gilmartin Leave a comment

The “forward 4-quarter” earnings estimate for the S&P 500 (per ThomsonReuters) is $109.61, down from last week’s $109.90, but still…

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Posted in: AA, DE, Earnings, FB, S&P 500, Uncategorized, WMT

Earnings update – November 10, 2012 – Forget “The Cliff” – Focus on Fundamentals – S&P 500 remains reasonably valued

November 10, 2012 Brian Gilmartin Leave a comment

A wise person once counseled that no one can have all the right answers, but you can ask the right questions,…

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Posted in: Earnings, Uncategorized

Earnings update: November 4th, 2012 – Financials now a safe haven, as technology is very oversold

November 4, 2012 Brian Gilmartin Leave a comment

“Everybody loves money. That is why they call it money.” Danny DiVito from “The Heist”. (Good – but not great…

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Posted in: Earnings, F, S&P 500, Uncategorized

Corporate earnings update – October 28th, 2012: Finally, a Market Correction, but Earnings aren’t the Issue

October 28, 2012 Brian Gilmartin Leave a comment

The S&P 500 has corrected 4.5% since the key benchmark ticked 1,474 in mid-September, with most of the cacophony from…

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Posted in: Earnings, GOOG, PFE, S&P 500, thestreet.com, Uncategorized, WMT

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Fundamentalis

  • 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)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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