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Author: Brian Gilmartin

Microsoft Earnings Preview: Another Case of Low Expectations for a MegaCap Name

October 28, 2024 Brian Gilmartin Leave a comment

The software and Azure giant Microsoft is scheduled to report it’s fiscal Q1 ’25 on Wednesday night, October 30 ’24,…

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Posted in: MSFT

Alphabet Earnings Preview: Stock is Cheap on a PEG (PE-to-Expected Growth) Basis

October 27, 2024 Brian Gilmartin Leave a comment

Alphabet (GOOG/GOOGL) reports after the closing bell on Tuesday night, October 29th, 2024, and Street consensus is expecting $1.84 in…

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Posted in: Alphabet, GOOG, GOOGL

SP 500 Earnings: Big Week Ahead: Econ Data, and MegaCap Earnings Reports Will Keep Everyone Busy

October 26, 2024 Brian Gilmartin Leave a comment

Attached is Briefing.com’s listing of all the economic data scheduled for next week, starting with Tuesday morning, October 29th ’24.…

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Posted in: Weekly Earnings Update

JP Morgan, Bank of America, Citi Earnings Summaries: Playing Offense and Defense with Three Bank Stocks

October 25, 2024 Brian Gilmartin Leave a comment

This will be a quick (and I mean very quick) summary of the big bank earnings, which include JPMorgan (JPM),…

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Posted in: BAC, C, JPM

Tesla Earnings Preview: Low Expectations for the Quarter, Which is Probably a Good Thing

October 22, 2024 Brian Gilmartin Leave a comment

Tesla reports their 3rd quarter, ’24 financial results after the closing bell on Wednesday, October 23rd, ’24, with consensus analyst…

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Posted in: Tesla

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Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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