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Author: Brian Gilmartin

Weekly Update: SP 500 Earnings Yield at 4.61% after Tough Week for Stocks

June 18, 2021 Brian Gilmartin Leave a comment

Per Briefing.com, here are the companies expected to report May 31 quarter end earnings next week. The two that I…

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Posted in: IHI (Medical Equipment ETF), Weekly Earnings Update

Earnings Update: Calendar 2021 SP 500 EPS Estimate is (Probably) Still Too Low

June 11, 2021 Brian Gilmartin Leave a comment

Per Briefing.com, here are the companies expected to release financial results next week. Oracle (ORCL), being “old tech” is up…

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Posted in: 2022, LEN, ORCL, Weekly Earnings Update

Earnings Compares Get Tougher in 2H ’21

June 6, 2021 Brian Gilmartin Leave a comment

During the pandemic lockdown in the first half of 2020, only three SP 500 sectors saw positive earnings and revenue…

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Posted in: 2021 SP 500 sector growth rates, Energy ETF's (XLE, Energy sector, Health Care sector, Technology, Utilities

Weekly Update, a Look at 2022 Expected Growth Rates and 2020 Actuals

June 4, 2021 Brian Gilmartin Leave a comment

With the vast majority of the SP 500 having reported their Q1 ’21 financial results, the estimate revision activity will…

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Posted in: 2021 SP 500 sector growth rates, 2022, Weekly Earnings Update

Technology Sector Feeling the Tax Change Negotiations

June 1, 2021 Brian Gilmartin Leave a comment

Watching futures as the morning unfolded on the first day of June, it was nice to see a strong rally…

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Posted in: Amazon, Apple (AAPL), Facebook (FB), GOOG, GOOGL, Technology

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Fundamentalis

  • Netflix Earnings Summary: The Business Model is Fine, It’s PE Compression That is the Risk
  • SP 500 Earnings: One Unusual Aspect to Q3 ’25 Earnings Estimates
  • Alphabet Earnings Preview: Google’s Very Own Version of Creative Destruction
  • IBM Earnings Preview: Cash-Flow Multiples are Much More Reasonable
  • Schwab Expense Discipline Drove the Beat for the Quarter – Fair Value Now $135 per Share

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