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Corporate earnings update – July 8th, 2012 – revenue growth now an issue

July 9, 2012 Brian Gilmartin Leave a comment

On Friday, ThomsonReuters released their latest earnings data and the “forward 4-quarter” earnings estimate for the S&P 500 rose to…

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Posted in: AA, Earnings, GE, HON, JPM, MMM, S&P 500, UTX, WFC

The quarterly “bump” in earnings estimates – the history

July 5, 2012 Brian Gilmartin Leave a comment

Although it is tough to recognize in a market where the market p/e continually compresses, in my opinion there is…

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Posted in: AA, Earnings, SPY

1,000 Thank you’s to Jim Cramer

Brian Gilmartin Leave a comment

A few weeks ago, I had the pleasure of running into Jon Najarian, his beautiful wife Bridget, and their daughter on…

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Posted in: CNBC, thestreet.com

Corporate earnings update – June 29th, 2012

July 2, 2012 Brian Gilmartin Leave a comment

Given that the last day of June fell over the weekend, we won’t get the July “forward 4-quarter” estimate for…

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Posted in: Earnings, F, FDX, NKE, S&P 500

Trading update – part II

June 28, 2012 Brian Gilmartin Leave a comment

SCOTUS rules on ObamaCare within the next hour or two. We are only long pharma, and some AMGN. Google needs…

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Posted in: AA, BA, F, GOOG, Healthcare Reform, MCD

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Fundamentalis

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  • Cisco is Fine Post Earnings: Cisco and IBM Might be the “Anti-AI” Tech Stocks
  • Cisco Earnings Preview: Stock Price Nearing It’s April, 2000, All-Time-High

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