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Category: Financial sector

9.7.13: SP 500 Earnings Update: Filling In Some Earnings-Related Blanks

September 8, 2013 Brian Gilmartin Leave a comment

In 2013, our best call for clients this year was our Facebook (FB) long, which we detailed here and our best…

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Posted in: Earnings, Facebook (FB), FB, FDX, Financial sector, Financials, HYG, JNK, LEN, S&P 500, TOL, Uncategorized

8.31.13: SP 500 Earnings Update: Forward Growth Rate Slips a Little – Stay with Financials through Q4 ’13

August 31, 2013 Brian Gilmartin Leave a comment

Per ThomsonReuters, “This Week in Earnings”, the forward 4-quarter earnings estimate for the SP 500 fell $0.15 last week to…

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Posted in: BAC, CME, Consumer Staples, Earnings, Financial sector, Financials, GE, GS, MS, MSFT, SCHW

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Fundamentalis

  • Financials Report This Week: Citi and JPMorgan Kick-Off the Big Banks Tuesday Morning
  • 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

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