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A Tale of Two Retailers – the importance of cost advantage

May 29, 2012 Brian Gilmartin Leave a comment

With all due respect to Charles Dickens, the title couldn’t be helped when we contemplated the fates of both Wal-Mart…

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Posted in: BBY, Earnings, WMT

A decade (or more) of S&P 500 earnings

May 23, 2012 Brian Gilmartin Leave a comment

We prefer our blog posts short and sweet given the info overload inflicted on today’s average investor, so we’ll try…

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Posted in: Earnings, S&P 500

Costco reports Thursday morning before the bell

Brian Gilmartin Leave a comment

Costco, the warehouse club king, reports fiscal q3 earnings before the bell on Thursday, with analyst consensus expecting $0.87 in…

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Posted in: Earnings

Toll Brothers reports Wednesday morning

May 22, 2012 Brian Gilmartin Leave a comment

Best Buy looked shaky early today after reporting earnings this morning, but managed to trade higher today on 3(x) average…

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Posted in: Earnings

Best Buy – the RIMM of retail

May 21, 2012 Brian Gilmartin Leave a comment

When Best Buy reports earnings before the bell on Tuesday morning, there may not be a whole lot of folks…

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Posted in: Earnings

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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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