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Author: Brian Gilmartin

SP 500 Earnings: Not a Bad Decade

November 9, 2019 Brian Gilmartin Leave a comment

With 466 of the SP 500 having reported 3rd quarter ’19 earnings, the earnings season officially ends this coming week…

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Posted in: 10-year Treasury yield, CSCO, WMT

SP 500 Weekly Earnings Update: SP 500 Still Expecting High 4% – Low 5% Revenue Growth in 2020

November 2, 2019 Brian Gilmartin Leave a comment

We heard very little about this week’s Ron Baron forecast, where he predicted a 650,000 DJIA in 50 years. The…

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Posted in: SP 500 Revenue Growth, Weekly Earnings Update

How 2020 Estimated Sector Growth has Changed the Last 5 Weeks

November 1, 2019 Brian Gilmartin Leave a comment

This weekend, the numbers and metrics will be updated for readers, but today, I wanted to show readers how 2020…

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Posted in: 2020 SP 500 Earnings data

FOMC and Apple Earnings Tonight – Apple Looks a Little Extended

October 30, 2019 Brian Gilmartin Leave a comment

According to the Chicago Merc’s fed funds futures contract there is a 98% chance that the new fed funds range…

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Posted in: Apple (AAPL), FOMC meeting

Alphabet / Google Reports Tonight: Stock Fairly Valued, but Don’t See Much Downside Either

October 28, 2019 Brian Gilmartin Leave a comment

Alphabet (GOOGL) reports tonight (Monday, October 28, 2019) after the closing bell with analyst consensus (per IBES by Refinitiv) expecting…

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Posted in: GOOG

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Fundamentalis

  • Walmart Earnings Preview: The Flywheel is Still Flywheelin’ but Ultimately, Operating Margin Needs to Improve
  • SP 500 EPS / Revenue Growth, and Amazon Earnings
  • Bond Markets Getting Oversold; Fed Funds Futures Indicate the FOMC Will Stand Pat on Wednesday, July 29th
  • SP 500 Earnings: SP Earnings Yield now 5%; A Quick Take on Google’s Earnings Report
  • Alphabet Earnings Preview: The Big Metrics: Free-Cash-Flow and Capex Guidance

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