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Earnings / Market Update: December 29 – 30, 2012: S&P 500 grew earnings 4% – 5% in ’12, started year at +10%

December 29, 2012 Brian Gilmartin Leave a comment

2012 will likely go into the history books as a pretty good year, with the S&P 500 up roughly 12%…

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Posted in: AA, BBY, F, Fiscal Cliff, GOOG, MRK, PFE, Uncategorized

Earnings / Market Update: December 22, 2012: Ignore Washington, and Focus on Market Fundamentals

December 22, 2012 Brian Gilmartin Leave a comment

As the 4th quarter, 2012 winds down and with all eyes focused on Washington, it has been a better year…

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Posted in: F, NKE, S&P 500, Uncategorized, WMT

Market / Earnings update: December 15, 2012: When Forward Earnings Estimates Don’t Work Well

December 16, 2012 Brian Gilmartin Leave a comment

There are a number of important earnings reports due out this week, including Oracle (ORCL), the enterprise software giant on…

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Posted in: Bond Funds, Earnings, FDX, Fiscal Cliff, NKE, S&P 500, Uncategorized

Earnings/Market Update – December 8, 2012: In a Sea of Uncertainty, Earnings Remain a Net Positive

December 9, 2012 Brian Gilmartin Leave a comment

The “forward 4-quarter earnings estimate” (per ThomsonReuters) for the S&P 500 as of Friday, December 7th was $109.20, down from…

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Posted in: Earnings, F, Fiscal Cliff, Uncategorized

Earnings / Market update: December 1, 2012 – As Cliff Looms, S&P 500 Earnings Remain Stable

December 1, 2012 Brian Gilmartin Leave a comment

According to ThomsonReuters’s This Week in Earnings, the “forward 4-quarter” estimate  for the S&P 500 as of Friday, November 30,…

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Posted in: Earnings, Uncategorized

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Fundamentalis

  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings
  • Bond Market Asset Class Returns – Not Great, but Not Shabby Either
  • SP 500 Earnings: Expected Full-year ’26 SP 500 EPS Growth was 15.6% on Jan 1, Now 22.6% as of Friday, May 1
  • Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say
  • SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again

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