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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

Trading update

June 27, 2012 Brian Gilmartin Leave a comment

Didnt like our blog post yesterday. Hate talking politics these days in any forum. However, politics is economics (and vice…

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Posted in: BBY, Bond Funds, CHK, Currency, DE, Earnings, ECA, FB, WMT

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Fundamentalis

  • Bond Markets Getting Oversold; Fed Funds Futures Indicate the FOMC Will Stand Pat on Wednesday, July 29th
  • SP 500 Earnings: SP Earnings Yield now 5%; A Quick Take on Google’s Earnings Report
  • Alphabet Earnings Preview: The Big Metrics: Free-Cash-Flow and Capex Guidance
  • IBM Earnings Preview: A Maddening Long Since the Late ’24 Breakout
  • JPMorgan, CitiBank Earnings Previews: Share Repurchases and Capital Return Are Probably Under-Appreciated

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