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Insightful market commentary from a fresh perspective.
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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

Market commentary – An Apple (AAPL) a day, keeps underperformance away

September 30, 2012 Brian Gilmartin Leave a comment

We kickoff the 4th quarter, 2012 Monday morning, with the S&P 500 upĀ about 15% year-to-date, much higher than a lot…

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Posted in: Uncategorized

Corporate earnings/market update – Sept. 29th, 2012 – S&P 500 up 6% in q3 ’12. Revival in Financials ?

September 29, 2012 Brian Gilmartin Leave a comment

While most market watchers were expecting q3 ’12 to be a repeat of q3 ’10 and q3 ’11, in fact…

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Posted in: Earnings, Uncategorized

Corporate earnings update – Sept. 22, ’12 – Little change to forward earnings as we await q3 ’12 numbers

September 23, 2012 Brian Gilmartin Leave a comment

Due to some pressing matters, the blog post will be short and sweet this weekend. The “forward 4-quarter” earnings estimate…

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Posted in: Earnings, Uncategorized

Market update – Sept 15th, 2012: Corporate earnings unchanged – is it time for P/E expansion ?

September 15, 2012 Brian Gilmartin Leave a comment

Originally, this blog was intended to be dedicated to commentary and analysis of corporate earnings, particularly S&P 500 earnings, as…

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Posted in: Earnings, FDX, Uncategorized

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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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