Robert Marcin is the founder and general partner of Defiance Asset Management. Formerly, Marcin was a partner at Miller, Anderson & Sherrerd and a managing director at Morgan Stanley, where he managed the MAS Value fund (currently Morgan Stanley Institutional Value). He currently writes Marcin’s Stock Diary on WallStreetAllStars.com.
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Robert’s latest columns:
- 7:46pm Thursday, March 15, 2012: Brian Gilmartin’s Earnings Diary for March 15, 2012 ($) - Wall Street All-Stars» Brian Gilmartin
Here’s the transcript for Brian Gilmartin’s Earnings Diary for March 15, 2012. You can find Brian live writing about his trades and chatting it up subscribers five days week atWallStreetAllStars.com/gilmartin. briang March 15, 2012 – 7:59 am Large-cap pharma [...] - 8:37pm Wednesday, March 14, 2012: Brian Gilmartin’s Earnings Diary for March 14, 2012 ($) - Wall Street All-Stars» Brian Gilmartin
Here’s the transcript for Brian Gilmartin’s Earnings Diary for March 14, 2012. You can find Brian live writing about his trades and chatting it up subscribers five days week atWallStreetAllStars.com/gilmartin. briang March 14, 2012 – 8:05 am Well, Philip [...] - 8:34pm Tuesday, March 13, 2012: Brian Gilmartin’s Earnings Diary for March 13, 2012 ($) - Wall Street All-Stars» Brian Gilmartin
Here’s the transcript for Brian Gilmartin’s Earnings Diary for March 13, 2012. You can find Brian live writing about his trades and chatting it up subscribers five days week atWallStreetAllStars.com/gilmartin. briang March 13, 2012 – 8:01 am Note the [...] - 5:56pm Monday, March 12, 2012: Brian Gilmartin’s Earnings Diary for March 12, 2012 ($) - Wall Street All-Stars» Brian Gilmartin
Here’s the transcript for Brian Gilmartin’s Earnings Diary for March 12, 2012. You can find Brian live writing about his trades and chatting it up subscribers five days week atWallStreetAllStars.com/gilmartin. briang March 12, 2012 – 7:39 am Tech as [...] - 10:06am Monday, March 12, 2012: S&P 500 corporate earnings update – stable is the watchword - Wall Street All-Stars» Brian Gilmartin
We read a story over the weekend where one blogger was “alarmed” at the trend in corporate earnings, but this same writer has had it wrong in terms of his conclusions about S&P 500 earnings trends since the end of the recession in 2009. The “forward 4-quarter earnings estimate” for the S&P 500 as of [...]
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