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Author: Brian Gilmartin

IBM Post Earnings: Mainframe Cycle Could Buy RedHat Time

February 5, 2020 Brian Gilmartin Leave a comment

While the big news after IBM’s earnings release was that Ginni Rometty would be stepping down as CEO, and would…

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Posted in: IBM

Stock Splits – What Happened to Them ?

February 4, 2020 Brian Gilmartin Leave a comment

A client shot a text tonight asking of Tesla (TSLA) would ever split their stock and if that was a…

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Posted in: Stock Splits

SP 500 Earnings: How have the 2020 Sector Estimates Changed with 2020 Guidance ?

February 1, 2020 Brian Gilmartin Leave a comment

Source: “This Week in Earnings”, IBES by Refinitiv To cut right to the chase, the overall “estimated” SP 500 earnings…

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Posted in: Weekly Earnings Update

Tech and Communications Services Sectors: How Big Are These Companies Getting ?

January 27, 2020 Brian Gilmartin Leave a comment

  While (thanks to Bespoke) much of the Street and the financial media have picked up on the mega-cap concentration…

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Posted in: Apple (AAPL), AT&T (T), Top 10 Market Cap Weights

Weekly Earnings Update: Big Week for Mega-Cap Tech Earnings Releases

January 26, 2020 Brian Gilmartin Leave a comment

Apple (AAPL), Facebook (FB) and Microsoft (MSFT) report their December, 2019, quarter this week, and given the importance of the…

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Posted in: Apple (AAPL), Facebook (FB), MSFT, Weekly Earnings Update

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Fundamentalis

  • Updating the Non-Correlateds: Boeing and IBM Trying to Become Relevant Again
  • Hyperscaler Earnings Previews: Alphabet, Microsoft and Amazon – Maybe the Bearish Sentiment Will Help
  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week
  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC
  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth

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