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Author: Brian Gilmartin

IBM Earnings Preview: Big Technical Breakout on the Stock – IBM Hasn’t Repo’ed Any Stock Since March ’19

October 20, 2024 Brian Gilmartin Leave a comment

IBM is scheduled to report their Q3 ’24 financial results after the closing bell on Wednesday, October 23rd, 2024. September,…

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Posted in: IBM

SP 500 Earnings: Mega-Cap Tech Names Don’t Report Until Halloween Week

October 18, 2024 Brian Gilmartin Leave a comment

The big tech companies, or the so-called Mega-cap 7, do not report their Q3 ’24 financial results until Halloween week:…

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Posted in: SP 500's "upside surprise", Top 10 Earnings weights, Top 10 Market Cap Weights, Weekly Earnings Update

Netflix Earnings Preview: Advertising Expected to Drive Netflix’s Revenue Growth Next Few Years

October 16, 2024 Brian Gilmartin Leave a comment

Thursday night, October 17th, Netflix will release their 3rd quarter, ’24 financial results after the closing bell. With the stock’s…

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Posted in: Netflix

Morgan Stanley Earnings Preview: Forward Estimate Revisions Steadily Positive

October 14, 2024 Brian Gilmartin Leave a comment

Morgan Stanley is scheduled to report 3rd quarter, 2024, financial results on Wednesday morning, October 16th, before the opening bell.…

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Posted in: MS

Citigroup / Bank of America Earnings Previews: Own for Defensive Positioning within the Big Banks

October 13, 2024 Brian Gilmartin Leave a comment

Bank of America (BAC) is scheduled to report their 3rd quarter, ’24 earnings release on Tuesday morning, October 16th, ’24,…

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Posted in: BAC, C

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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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