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Author: Brian Gilmartin

SP 500 Earnings Yield Jumps to 6.37%

March 13, 2020 Brian Gilmartin Leave a comment

Even with the late-day surge on Friday, the SP 500 ended the day with an SP 500 “earnings yield” of…

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Posted in: Weekly Earnings Update

Oracle Reports Tonight: Guidance (if Given) Will be Everything as Buybacks Support Share Price

March 12, 2020 Brian Gilmartin Leave a comment

Oracle (ORCL) reports their fiscal Q3 ’20 quarter tonight, March 12th, 2020, after the closing bell, and given the February,…

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Posted in: ORCL

How 2020 SP 500 Sector Growth Estimates Have Changed

March 7, 2020 Brian Gilmartin Leave a comment

Trying to write an entire blog post without mentioning the “c-word” is tough these days but watching full-year “expected” SP…

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Posted in: 2020 SP 500 Earnings data, Weekly Earnings Update

Quick Update on High Yield: Waiting for 7% – 7.5% Current Yields

March 4, 2020 Brian Gilmartin Leave a comment

  HYG is testings it’s 200-week moving average, but is still above the upwardly-sloping trend-line off the Q1 ’16 lows.…

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Posted in: High-Yield Credit, HYG, JNK

Looking at 2020 Sector Growth Rates by Quarter

February 29, 2020 Brian Gilmartin Leave a comment

One odd fact no one has yet mentioned is how – for the 2nd month in a row –  the…

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Posted in: 2020 SP 500 Earnings data

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Fundamentalis

  • Cisco is Fine Post Earnings: Cisco and IBM Might be the “Anti-AI” Tech Stocks
  • Cisco Earnings Preview: Stock Price Nearing It’s April, 2000, All-Time-High
  • SP 500 Earnings: Wow, the SP 500 Estimated EPS & Revenue Growth Rates Improvements are Remarkable
  • Tech Sector Revenue Growth has Been Accelerating Since Late ’22
  • SP 500 Earnings Update: Q2 ’25 Results Still Robust, Q3 ’25 Revisions Remain Positive

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