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Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine

August 28, 2025 Brian Gilmartin Leave a comment

Last Thursday, August 21, ’25, Walmart reported their fiscal Q2 ’26 financial results (fiscal ’26 ends January ’26, so it’s…

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Posted in: WMT

Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin

August 19, 2025 Brian Gilmartin Leave a comment

Walmart, the retail juggernaut is expected to report their fiscal Q2 ’26 financial results before the opening bell on Thursday…

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Posted in: WMT

Cisco is Fine Post Earnings: Cisco and IBM Might be the “Anti-AI” Tech Stocks

August 17, 2025 Brian Gilmartin Leave a comment

In mid-February ’25, Cisco (CSCO) traded up to $65 and peaked in mid-February right with the SP 500, traded down…

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Posted in: CSCO

Cisco Earnings Preview: Stock Price Nearing It’s April, 2000, All-Time-High

August 12, 2025 Brian Gilmartin Leave a comment

Cisco Systems (CSCO) reports their fiscal Q4 ’25 after the closing bell on Wednesday night, August 13, 2025. Analyst consensus…

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Posted in: CSCO

SP 500 Earnings: Wow, the SP 500 Estimated EPS & Revenue Growth Rates Improvements are Remarkable

August 10, 2025 Brian Gilmartin Leave a comment

The height of geekdom (I know), but note the improvement in Q2 ’25 EPS and revenue growth rates expected by…

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Posted in: Weekly Earnings Update

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Fundamentalis

  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought
  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

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