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Category: Amazon

CPI Inflation Will Come Down: A Look at Walmart, Amazon, Costco and Home Depot

November 25, 2022 Brian Gilmartin Leave a comment

The Wall Street Journal wrote an article in the last 10 days or so noting that both Walmart (WMT) and…

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Posted in: Amazon, Costco (COST), Home Depot (HD), inflation, WMT

Earnings Preview of Mega-Cap Tech: No Question Relative Value Has Improved for MegaCap Tech

October 23, 2022 Brian Gilmartin Leave a comment

In 2001 – 2002 the Nasdaq fell 80% from it’s March, 2000, high to its late 2002 low, with the…

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Posted in: Amazon, Apple (AAPL), GOOGL, Meta, MSFT

Apple and Amazon Earnings Preview: Part II

July 24, 2022 Brian Gilmartin Leave a comment

Both Apple and Amazon report after the market close on Thursday, July 28, 2022. Apple (AAPL): $2.5 trillion market cap,…

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Posted in: Amazon, Apple (AAPL)

Quick Earnings Preview of Microsoft, Alphabet, and Meta – Part I

July 23, 2022 Brian Gilmartin Leave a comment

There really can be nothing “quick” about an earnings preview to cover the salient points. Here’s a quick (as it…

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Posted in: Amazon, Apple (AAPL), Facebook (FB), Meta, MSFT

SP 500 Earnings: Still a Lot of Nervousness over MegaCap Earnings and FOMC Next Week

July 22, 2022 Brian Gilmartin Leave a comment

Next week, Apple, Amazon, Meta and Alphabet report their June quarter earnings next week, and once again there is quite…

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Posted in: 10-year Treasury yield, Amazon, Apple (AAPL), Credit markets, Facebook (FB), GOOG, GOOGL, Meta, Weekly Earnings Update

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Fundamentalis

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  • Part I: Big Banks and other Financials Report this Coming Friday, January 13
  • 4th Quarter SP 500 Earnings / Guidance: Is There Any Reason for CEO’s to be Optimistic ?

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