Doug McMillon has done a great job focusing on Walmart on the e-commerce threat and opportunity, but over the long run – regardless of how fiscal 2020 or the next few years turn out – Walmart is basically running to … Continued
With 466 of the SP 500 having reported 3rd quarter ’19 earnings, the earnings season officially ends this coming week when Cisco (CSCO) and Walmart (WMT) report their respective October ’19 quarters. The big news this past week was the … Continued
The SP 500 fell 5.95% this past week, and is now down 2.91% year-to-date. How is Q1 ’18 revenue growth looking as we head into the start of Q1 ’18 earnings ? This blog has typically focused on SP 500 … Continued
Great article by Josh Brown this Sunday, November 25, 2017. This blog post of last weekend hinted at this, but Josh more thoroughly flushes it out. Market breadth is extremely important – ignore it at your own risk. This morning’s … Continued
“its got no brain, its got no blood, its got no anima…it just keeps banging on those meaningless symbols endlessly and going and going and going…” (Dr. Oatman (Alan Arkin) to Martin Blank (John Cusack) in the 1990’s Classic, “Grosse … Continued
There is actually a ton of good data to write about this week, but the content will be doled out in a few separate posts. With WalMart’s earnings report due this coming week, Q2 ’17 earnings come to an unofficial … Continued
Per Thomson Reuters, with 455 of the SP 500 having already reported their Q3 ’16 financial results, SP 500 earnings have grown 4.1% year-over-year, while excluding Energy, the SP 500 earnings have grown +7.7%. This is pretty good earnings growth … Continued
With just one week left in the 2nd quarter, 2016, basically all 500 of the SP 500 components have now reported Q1 ’16 earnings. In the next two weeks, we get the quarterly increase in the “forward 4-quarter” SP 500 … Continued
Thomson Reuters Data by the numbers: Forward 4-quarter estimate: $121.90 versus $122.50 last week P.E ratio: 15.3(x) PEG ratio: 11(x) given the low forward growth rate SP 500 earnings yield: 6.54% versus last week’s 6.52% Growth rate of forward estimate: … Continued
Having been fortunate to write for Jim Cramer’s “TheStreet.com” for about 10 years (I’m fairly sure Jim thought I was an idiot), being a small advisor the writing gig brought some small exposure as well as many life-long friends. One … Continued