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Author: Brian Gilmartin

Cisco Earnings Preview: Stock Price Nearing It’s April, 2000, All-Time-High

August 12, 2025 Brian Gilmartin Leave a comment

Cisco Systems (CSCO) reports their fiscal Q4 ’25 after the closing bell on Wednesday night, August 13, 2025. Analyst consensus…

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Posted in: CSCO

SP 500 Earnings: Wow, the SP 500 Estimated EPS & Revenue Growth Rates Improvements are Remarkable

August 10, 2025 Brian Gilmartin Leave a comment

The height of geekdom (I know), but note the improvement in Q2 ’25 EPS and revenue growth rates expected by…

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Posted in: Weekly Earnings Update

Tech Sector Revenue Growth has Been Accelerating Since Late ’22

August 6, 2025 Brian Gilmartin Leave a comment

Looking at the data in this weekend’s post on Q2 ’25 and Q3 ’25 SP 500 earnings, something caught my…

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Posted in: Technology

SP 500 Earnings Update: Q2 ’25 Results Still Robust, Q3 ’25 Revisions Remain Positive

August 3, 2025 Brian Gilmartin Leave a comment

Continuing with a table shown to readers over the last few weeks and months, here’s the SP 500 quarterly, “expected”…

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Posted in: Weekly Earnings Update

Secular Bull Markets: The Shot-Clock is Ticking

August 2, 2025 Brian Gilmartin Leave a comment

In the summer meetings with clients, where performance is reviewed and an advisor gets some good one-on-one time with clients,…

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Posted in: Secular Bull Market

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Fundamentalis

  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine
  • Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin
  • Cisco is Fine Post Earnings: Cisco and IBM Might be the “Anti-AI” Tech Stocks

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